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iShares JPMorgan USD Emerging Markets Bond ETF

517 hedge funds and large institutions have $9.23B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 35

83% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 120

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

17% more funds holding

Funds holding: 442517 (+75)

2.36% more ownership

Funds ownership: 75.09%77.45% (+2.4%)

4% more capital invested

Capital invested by funds: $8.91B → $9.23B (+$319M)

72% less call options, than puts

Call options by funds: $148M | Put options by funds: $532M

Holders
517
Holders Change
+75
Holders Change %
+16.97%
% of All Funds
11.73%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.16%
New
113
Increased
219
Reduced
120
Closed
35
Calls
$148M
Puts
$532M
Net Calls
-$384M
Net Calls Change
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
476
Security National Trust
West Virginia
$25K
WAP
477
Wealthcare Advisory Partners
Pennsylvania
$24K +$18.2K +157 +296%
CFA
478
Carroll Financial Associates
North Carolina
$23K +$10.6K +92 +84%
PS
479
Portfolio Solutions
Michigan
$22K
FPB
480
First PREMIER Bank
South Dakota
$19K
MA
481
MCF Advisors
Kentucky
$18K -$14.6K -126 -45%
VFA
482
Valeo Financial Advisors
Indiana
$15K
SFG
483
SevenBridge Financial Group
Pennsylvania
$14K
DG
484
Delek Group
Israel
$14K +$13.9K +120 New
RFA
485
Reilly Financial Advisors
California
$12K -$810 -7 -6%
CFN
486
Cordasco Financial Network
Florida
$12K
PCTC
487
Perkins Coie Trust Company
Washington
$11K
SSB
488
Sandy Spring Bank
Maryland
$10K -$4.63K -40 -32%
MOS
489
MGO One Seven
Ohio
$10K +$10.2K +88 New
DBT
490
Dubuque Bank & Trust
Iowa
$9K
NL
491
NVWM LLC
Pennsylvania
$9K +$9.37K +81 New
SIS
492
Sound Income Strategies
Florida
$9K +$9.48K +82 New
SFSIG
493
San Francisco Sentry Investment Group
California
$8K -$9.71K -84 -56%
APSP
494
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
SIM
495
Sonora Investment Management
Arizona
$7.43K +$7.4K +64 New
PSW
496
Portfolio Strategies (Washington)
Washington
$7K -$581K -5,024 -99%
PK
497
Pflug Koory
Nebraska
$7K
FANJ
498
Financial Architects (New Jersey)
New Jersey
$6K -$29.8K -258 -82%
PWM
499
Paulson Wealth Management
Illinois
$6K +$5.78K +50 New
NC
500
NewSquare Capital
Pennsylvania
$6K +$6.01K +52 New

EMB Hedge Fund Activity: Q4 2017 in Review

517 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2017, worth a combined $9.23B — up 3.6% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EMB positions and 35 closed out — a net gain of 78 holders — while 219 added to existing stakes and 120 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $206M. The largest seller was Windhaven Investment Management, cutting an estimated $370M.

  • 517 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2017, up from 442 in Q3 2017.
  • Funds reported $9.23B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2017, up 3.6% quarter-over-quarter.
  • 113 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2017 and 35 closed out, a net change of +78 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2017 was Dai-ichi Life Insurance Company, an estimated $206M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2017 was Windhaven Investment Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.