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iShares JPMorgan USD Emerging Markets Bond ETF

511 hedge funds and large institutions have $9.16B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 157

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less capital invested

Capital invested by funds: $9.23B → $9.16B (-$71.3M)

1% less funds holding

Funds holding: 517511 (-6)

2.04% less ownership

Funds ownership: 77.45%75.41% (-2%)

24% less funds holding in top 10

Funds holding in top 10: 5139 (-12)

67% less call options, than puts

Call options by funds: $212M | Put options by funds: $637M

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
11.71%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.89%
New
59
Increased
238
Reduced
157
Closed
58
Calls
$212M
Puts
$637M
Net Calls
-$425M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
476
Reilly Financial Advisors
California
$12K
GI
477
Gradient Investments
Minnesota
$11K -$66.6K -586 -86%
MOS
478
MGO One Seven
Ohio
$11K +$1.14K +10 +11%
HS
479
Horan Securities
United States
$11K +$11K +97 New
CFA
480
Carroll Financial Associates
North Carolina
$10K -$12.7K -112 -55%
PCTC
481
Perkins Coie Trust Company
Washington
$10K
SSB
482
Sandy Spring Bank
Maryland
$10K
WC
483
Whitney & Co
New York
$10K +$10.2K +90 New
SFA
484
Spectrum Financial Alliance
Kentucky
$10K +$10.7K +94 New
NL
485
NVWM LLC
Pennsylvania
$9K
CPA
486
Clear Perspective Advisors
Illinois
$9K +$7.84K +69 +863%
DBT
487
Dubuque Bank & Trust
Iowa
$8K
APSP
488
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K +$114 +1 +1%
PO
489
Private Ocean
California
$8K +$8.52K +75 New
PK
490
Pflug Koory
Nebraska
$7K
MA
491
MCF Advisors
Kentucky
$5K -$12.3K -108 -69%
FANJ
492
Financial Architects (New Jersey)
New Jersey
$5K -$1.14K -10 -18%
AF
493
Allworth Financial
California
$5K
YWP
494
YorkBridge Wealth Partners
New York
$5K
DWM
495
Destination Wealth Management
California
$5K +$4.88K +43 New
ACS
496
Archford Capital Strategies
Illinois
$5K +$5.22K +46 New
DSC
497
Duncker Streett & Co
Missouri
$4K +$114 +1 +3%
PWM
498
Perigon Wealth Management
California
$4K +$3.52K +31 +1,033%
SFM
499
Signet Financial Management
New Jersey
$4K +$4.43K +39 New
AFNAS
500
American Financial Network Advisory Services
California
$3.44K -$866K -7,623 -98%

EMB Hedge Fund Activity: Q1 2018 in Review

511 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2018, worth a combined $9.16B — down 0.77% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EMB positions and 58 closed out — a net gain of 1 holder — while 238 added to existing stakes and 157 trimmed.

The largest buyer was UBS Group, adding an estimated $426M. The largest seller was JP Morgan Chase, cutting an estimated $272M.

  • 511 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2018, down from 517 in Q4 2017.
  • Funds reported $9.16B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2018, down 0.77% quarter-over-quarter.
  • 59 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2018 and 58 closed out, a net change of +1 holder.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2018 was UBS Group, an estimated $426M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2018 was JP Morgan Chase, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2018.