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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
MFG
476
MidWestOne Financial Group
Iowa
$315K +$24.6K +218 +9%
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$315K +$42.9K +380 +16%
BWA
478
Beam Wealth Advisors
Louisiana
$315K +$310K +2,747 New
HWA
479
HCR Wealth Advisors
California
$310K +$306K +2,709 New
JWS
480
Juncture Wealth Strategies
Arizona
$309K -$2.26K -20 -0.7%
AF
481
Advisornet Financial
Minnesota
$309K +$95.9K +849 +46%
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$303K -$14K -124 -4%
MCCP
483
Mission Creek Capital Partners
California
$303K +$299K +2,648 New
ARG
484
Advisory Resource Group
Oklahoma
$298K +$294K +2,601 New
P
485
Pitcairn
Pennsylvania
$296K -$5.99K -53 -2%
CL
486
CPWM LLC
Washington
$294K
LWM
487
Liberty Wealth Management
California
$294K +$51.3K +454 +21%
BHWM
488
Bay Harbor Wealth Management
Maryland
$292K +$16.2K +143 +6%
BS
489
Boenning & Scattergood
Pennsylvania
$290K +$25.3K +224 +10%
KA
490
Kovack Advisors
Florida
$287K +$30.6K +271 +12%
GLLW
491
Graves Light Lenhart Wealth
Virginia
$286K
VCM
492
Virtue Capital Management
Tennessee
$284K -$5.07M -44,835 -95%
RPGK
493
Retirement Planning Group (Kansas)
Kansas
$281K +$5.08K +45 +2%
FCA
494
FinTrust Capital Advisors
South Carolina
$279K -$37.6K -333 -12%
JWCA
495
J.W. Cole Advisors
Florida
$274K +$270K +2,391 New
William Blair & Company
496
William Blair & Company
Illinois
$273K -$387K -3,425 -59%
PWM
497
PBMares Wealth Management
Virginia
$272K +$269K +2,377 New
HF
498
HRT Financial
New York
$270K +$267K +2,365 New
CIR
499
Clear Investment Research
Georgia
$269K +$4.97K +44 +2%
PFGIA
500
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$59.4K +526 +29%

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.