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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
LNC
476
Lincoln National Corp
Pennsylvania
$214K +$217K +1,932 New
QI
477
QS Investors
New York
$213K +$33K +294 +18%
SF
478
Summit Financial
New Jersey
$211K +$214K +1,903 New
IWP
479
Icon Wealth Partners
Texas
$211K +$213K +1,899 New
PIA
480
Powell Investment Advisors
Florida
$208K
TFO
481
Tarbox Family Office
California
$207K -$92.9K -827 -31%
OPA
482
Old Port Advisors
Maine
$207K +$210K +1,868 New
VVP
483
Venture Visionary Partners
Ohio
$204K +$207K +1,844 New
BBHC
484
Brown Brothers Harriman & Co
New York
$195K +$198K +1,762 New
IFA
485
Interactive Financial Advisors
Illinois
$187K +$1.57K +14 +0.8%
MRC
486
Millburn Ridgefield Corp
New York
$185K +$28K +249 +18%
BL
487
Balentine LLC
Georgia
$183K +$185K +1,646 New
BAM
488
BTS Asset Management
Massachusetts
$180K +$105K +934 +135%
PK
489
Pflug Koory
Nebraska
$175K
HMS
490
Hanseatic Management Services
New Mexico
$173K -$614K -5,471 -78%
HFA
491
Hoover Financial Advisors
Pennsylvania
$171K +$169K +1,501 +3,411%
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$164K
ICM
493
Islay Capital Management
Texas
$157K -$1.95M -17,323 -92%
LFG
494
LifePlan Financial Group
Ohio
$157K -$20.6K -183 -11%
WB
495
Webster Bank
Connecticut
$157K
FHA
496
Flagship Harbor Advisors
Massachusetts
$138K -$626K -5,577 -82%
CHC
497
City Holding Co
West Virginia
$135K
HIM
498
HawsGoodwin Investment Management
Tennessee
$131K +$127K +1,135 +2,415%
HFA
499
HC Financial Advisors
California
$130K
MA
500
MUFG Americas
New York
$116K

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.