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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $8.87B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.68% less ownership

Funds ownership: 77.23%76.55% (-0.68%)

8% less funds holding

Funds holding: 656604 (-52)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

27% less capital invested

Capital invested by funds: $12.1B → $8.87B (-$3.26B)

34% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 122

85% less call options, than puts

Call options by funds: $149M | Put options by funds: $1.01B

Holders
604
Holders Change
-52
Holders Change %
-7.93%
% of All Funds
13.31%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
81
Increased
214
Reduced
250
Closed
122
Calls
$149M
Puts
$1.01B
Net Calls
-$865M
Net Calls Change
-$974M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
426
Heritage Trust
Oklahoma
$277K +$61.8K +561 +24%
BC
427
Burleson & Co
California
$274K +$297K +2,693 New
GVAG
428
Great Valley Advisor Group
Delaware
$273K -$875K -7,936 -74%
LRIA
429
Leonard Rickey Investment Advisors
Washington
$268K -$25.5K -231 -8%
VCM
430
Virtue Capital Management
Tennessee
$264K +$27K +245 +10%
VVP
431
Venture Visionary Partners
Ohio
$261K -$79.6K -722 -21%
WANY
432
Wealthspire Advisors (New York)
New York
$259K +$296K +2,682 New
MCCP
433
Mission Creek Capital Partners
California
$257K +$992 +9 +0.3%
WAM
434
Wealthspire Advisors (Maryland)
Maryland
$256K +$110 +1 +0%
KBFS
435
Kohmann Bosshard Financial Services
Ohio
$250K -$46.2K -419 -14%
P
436
Pitcairn
Pennsylvania
$249K
HPC
437
HM Payson & Co
Maine
$248K -$1.27M -11,535 -82%
HR
438
Hayden Royal
North Carolina
$247K +$73.3K +665 +35%
CA
439
Calton & Associates
Florida
$247K -$544K -4,938 -66%
BS
440
Boenning & Scattergood
Pennsylvania
$246K +$1.32K +12 +0.5%
DBRC
441
D.B. Root & Company
Pennsylvania
$243K +$36.7K +333 +15%
GLLW
442
Graves Light Lenhart Wealth
Virginia
$241K
BWA
443
BlueSky Wealth Advisors
North Carolina
$240K -$6.53M -59,259 -96%
FAM
444
Formidable Asset Management
Ohio
$239K +$27K +245 +11%
OAM
445
Oppenheimer Asset Management
New York
$239K +$118K +1,073 +77%
DWM
446
Destination Wealth Management
California
$239K +$273K +2,474 New
PWA
447
Physician Wealth Advisors
Utah
$238K +$64.8K +588 +32%
ACA
448
Aptus Capital Advisors
Alabama
$237K -$11.7M -105,784 -98%
JWS
449
Juncture Wealth Strategies
Arizona
$236K -$28.3K -257 -10%
RPGK
450
Retirement Planning Group (Kansas)
Kansas
$233K -$4.96K -45 -2%

EMB Hedge Fund Activity: Q1 2020 in Review

604 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2020, worth a combined $8.87B — down 27% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of EMB and 81 opened new positions — a net loss of 41 holders — while 250 trimmed existing stakes and 214 added.

The largest buyer was JP Morgan Chase, adding an estimated $561M. The largest seller was Bank of Nova Scotia, cutting an estimated $274M.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2020, down from 656 in Q4 2019.
  • Funds reported $8.87B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2020 and 122 closed out, a net change of -41 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $561M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2020 was Bank of Nova Scotia, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.