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iShares JPMorgan USD Emerging Markets Bond ETF

656 hedge funds and large institutions have $12.1B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 290 increasing their positions, 155 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

87% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 155

29% more call options, than puts

Call options by funds: $481M | Put options by funds: $373M

14% more funds holding

Funds holding: 576656 (+80)

6% more capital invested

Capital invested by funds: $11.4B → $12.1B (+$732M)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.73% more ownership

Funds ownership: 75.49%77.23% (+1.7%)

Holders
656
Holders Change
+80
Holders Change %
+13.89%
% of All Funds
12.93%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
148
Increased
290
Reduced
155
Closed
60
Calls
$481M
Puts
$373M
Net Calls
+$109M
Net Calls Change
+$662M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Parsons Capital Management
Rhode Island
$421K +$4.97K +44 +1%
RA
452
RFG Advisory
Alabama
$416K +$88.1K +780 +27%
ARMC
453
American Research & Management Company
Massachusetts
$415K
DBT
454
Dubuque Bank & Trust
Iowa
$409K +$403K +3,571 New
EAMA
455
EFG Asset Management (Americas)
Florida
$403K -$17.9K -158 -4%
SWA
456
Sutton Wealth Advisors
Florida
$400K +$106K +935 +37%
VF
457
Virtu Financial
New York
$393K -$78.3K -693 -17%
CP
458
Cumberland Partners
Ontario, Canada
$393K +$92.4K +818 +31%
VVP
459
Venture Visionary Partners
Ohio
$392K +$387K +3,427 New
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$388K -$29.5K -261 -7%
DC
461
Davenport & Co
Virginia
$383K -$15.9K -141 -4%
SXL
462
Summit X LLC
Missouri
$381K +$12.7K +112 +3%
IA
463
IFG Advisory
Georgia
$378K -$22.7K -201 -6%
KC
464
Kingfisher Capital
North Carolina
$372K -$4.29K -38 -1%
WCG
465
Wall Capital Group
Arizona
$364K
RT
466
Rockland Trust
Massachusetts
$353K -$538K -4,760 -61%
PV
467
Private Vista
Illinois
$353K
KA
468
Klingman & Associates
New York
$352K
GM
469
GeoWealth Management
Illinois
$347K -$447K -3,958 -57%
NGA
470
Naples Global Advisors
Florida
$346K +$102K +900 +42%
LRIA
471
Leonard Rickey Investment Advisors
Washington
$344K -$461K -4,083 -58%
KBFS
472
Kohmann Bosshard Financial Services
Ohio
$344K -$3.73K -33 -1%
WC
473
Wealth CMT
New Jersey
$328K +$323K +2,863 New
BIA
474
Bigelow Investment Advisors
Maine
$323K +$103K +914 +48%
IIA
475
IPG Investment Advisors
California
$322K +$66.4K +588 +26%

EMB Hedge Fund Activity: Q4 2019 in Review

656 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2019, worth a combined $12.1B — up 6.4% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new EMB positions and 60 closed out — a net gain of 88 holders — while 290 added to existing stakes and 155 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $94.2M. The largest seller was ING Group, exiting entirely with an estimated $181M sold.

  • 656 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2019, up from 576 in Q3 2019.
  • Funds reported $12.1B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 148 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2019 was SG Americas Securities, an estimated $94.2M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2019 was ING Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2019.