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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
OC
451
Oppenheimer & Co
New York
$231K -$403K -3,656 -60%
CIR
452
Clear Investment Research
Georgia
$228K +$1.1K +10 +0.4%
IWP
453
Icon Wealth Partners
Texas
$227K +$5.62K +51 +2%
DADC
454
D.A. Davidson & Co
Montana
$223K +$255K +2,310 New
CCFM
455
Clear Creek Financial Management
Washington
$219K -$258K -2,336 -52%
ACM
456
Anfield Capital Management
California
$217K +$205K +1,856 +478%
SFG
457
StrategIQ Financial Group
Indiana
$216K +$110 +1 +0%
Kayne Anderson Rudnick Investment Management
458
Kayne Anderson Rudnick Investment Management
California
$214K +$1.76K +16 +0.7%
SPL
459
Smart Portfolios LLC
Washington
$213K
SMG
460
Spectrum Management Group
Indiana
$210K +$239K +2,172 New
CWA
461
Clarus Wealth Advisors
Arizona
$209K +$43K +390 +22%
VWA
462
V Wealth Advisors
Kansas
$208K -$500K -4,531 -68%
SF
463
Summit Financial
New Jersey
$206K
LWM
464
Liberty Wealth Management
California
$206K -$49.5K -449 -17%
HWA
465
HHM Wealth Advisors
Tennessee
$204K +$233K +2,113 New
FHC
466
First Heartland Consultants
Missouri
$203K +$2.21K +20 +1%
RCA
467
Rowland Carmichael Advisors
Arizona
$199K -$302K -2,742 -57%
TPWA
468
TRUE Private Wealth Advisors
Oregon
$185K -$1.14M -10,332 -84%
DI
469
Disciplined Investments
Oklahoma
$185K -$445K -4,035 -68%
PIA
470
Powell Investment Advisors
Florida
$181K -$23.4K -212 -10%
TRCT
471
Tower Research Capital (TRC)
New York
$178K +$181K +1,642 +825%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$164K
AIC
473
Ameritas Investment Company
Nebraska
$156K +$72.5K +658 +68%
PK
474
Pflug Koory
Nebraska
$152K -$6.39K -58 -4%
CF
475
Centaurus Financial
California
$148K -$822K -7,453 -83%

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.