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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
WT
476
Whittier Trust
California
$144K +$30.2K +274 +23%
MWP
477
Meridian Wealth Partners
Pennsylvania
$138K -$17.9K -162 -10%
WB
478
Webster Bank
Connecticut
$120K
William Blair & Company
479
William Blair & Company
Illinois
$118K -$128K -1,158 -49%
CHC
480
City Holding Co
West Virginia
$117K
HFA
481
HC Financial Advisors
California
$113K +$129K +1,171 New
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K +$47.6K +432 +61%
FHA
483
Flagship Harbor Advisors
Massachusetts
$107K +$74.5K +676 +155%
MA
484
MUFG Americas
New York
$104K -$1.87K -17 -2%
PP
485
Pacifica Partners
Canada
$97K +$110 +1 +0.1%
EW
486
Element Wealth
Mississippi
$97K +$5.4K +49 +5%
CAGAS
487
Capital Advisory Group Advisory Services
Minnesota
$95K -$11K -100 -9%
JPLA
488
Joseph P. Lucia & Associates
New York
$94K +$34.4K +312 +47%
PCG
489
Private Capital Group
Connecticut
$92K -$370K -3,354 -78%
GSWM
490
Golden State Wealth Management
California
$85K +$97.5K +884 New
QI
491
QS Investors
New York
$77K -$372K -3,378 -81%
William Blair Investment Management
492
William Blair Investment Management
Illinois
$73K -$9.92K -90 -11%
OIA
493
Optimum Investment Advisors
Illinois
$73K
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
RAM
495
Riggs Asset Management
Pennsylvania
$70K -$31K -281 -28%
WCG
496
Weaver Consulting Group
California
$69K -$63.9K -580 -45%
SWM
497
Sugarloaf Wealth Management
Georgia
$64K -$4.69M -42,506 -98%
AII
498
AGF Investments Inc
Ontario, Canada
$61K +$68.1K +618 +4,754%
RFA
499
Reilly Financial Advisors
California
$59K
AT
500
Arden Trust
Delaware
$57K -$404K -3,663 -86%

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.