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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $12.2B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 276 increasing their positions, 192 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 192

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $11.1B → $12.2B (+$1.14B)

1% more funds holding

Funds holding: 600604 (+4)

0.78% less ownership

Funds ownership: 75.76%74.99% (-0.78%)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

71% less call options, than puts

Call options by funds: $683M | Put options by funds: $2.39B

Holders
604
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
12.19%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
71
Increased
276
Reduced
192
Closed
60
Calls
$683M
Puts
$2.39B
Net Calls
-$1.7B
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
451
1834 Investment Advisors
Wisconsin
$259K -$1.56M -13,858 -86%
GIA
452
Gladstone Institutional Advisory
Florida
$255K -$39.2K -349 -13%
WA
453
Waddell & Associates
Tennessee
$255K +$258K +2,297 New
WT
454
Whittier Trust
California
$253K +$46.5K +414 +22%
KBFS
455
Kohmann Bosshard Financial Services
Ohio
$251K -$14K -125 -5%
KF
456
Krilogy Financial
Missouri
$251K +$254K +2,260 New
ACM
457
Anfield Capital Management
California
$249K
RPGK
458
Retirement Planning Group (Kansas)
Kansas
$249K
ML
459
McAdam LLC
Pennsylvania
$247K +$15.9K +142 +7%
AWM
460
Alterna Wealth Management
Texas
$246K -$1.37M -12,225 -85%
Kayne Anderson Rudnick Investment Management
461
Kayne Anderson Rudnick Investment Management
California
$246K +$2.25K +20 +0.9%
SPL
462
Smart Portfolios LLC
Washington
$244K
IIA
463
IPG Investment Advisors
California
$242K
PO
464
Private Ocean
California
$237K
FCBT
465
First Citizens Bank & Trust
North Carolina
$237K +$240K +2,140 New
TFA
466
Teamwork Financial Advisors
Texas
$233K +$236K +2,103 New
CWA
467
Clarus Wealth Advisors
Arizona
$232K +$3.26K +29 +1%
BAM
468
Baldrige Asset Management
Pennsylvania
$232K +$235K +2,094 New
CL
469
CIM LLC
New York
$230K +$228K +2,030 New
GTAM
470
Global Trust Asset Management
Florida
$228K -$100K -892 -30%
CAS
471
Cascadia Advisory Services
Oregon
$225K -$107K -949 -32%
FHC
472
First Heartland Consultants
Missouri
$225K +$2.25K +20 +1%
MIH
473
Meitav Investment House
Israel
$222K +$10.4K +93 +5%
DI
474
Disciplined Investments
Oklahoma
$215K +$1.01K +9 +0.5%
WIA
475
Wealthstreet Investment Advisors
Texas
$214K +$217K +1,929 New

EMB Hedge Fund Activity: Q3 2020 in Review

604 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2020, worth a combined $12.2B — up 10% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EMB positions and 60 closed out — a net gain of 11 holders — while 276 added to existing stakes and 192 trimmed.

The largest buyer was UBS Group, adding an estimated $269M. The largest seller was Victory Capital Management, exiting entirely with an estimated $170M sold.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2020, up from 600 in Q2 2020.
  • Funds reported $12.2B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 71 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2020 and 60 closed out, a net change of +11 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2020 was UBS Group, an estimated $269M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2020 was Victory Capital Management, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2020.