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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
NPC
501
National Planning Corporation
California
$5.63K -$623K -5,385 -99%
AF
502
Allworth Financial
California
$5K
YWP
503
YorkBridge Wealth Partners
New York
$5K
CAPTRUST Financial Advisors
504
CAPTRUST Financial Advisors
North Carolina
$4K
DSC
505
Duncker Streett & Co
Missouri
$4K
KJWM
506
Kiley Juergens Wealth Management
Washington
$4K +$4.05K +35 New
LC
507
Landaas & Company
Wisconsin
$4K +$4.16K +36 New
HNB
508
Huntington National Bank
Ohio
$3K
GEA
509
Glen Eagle Advisors
New Jersey
$2.9K
Walleye Trading
510
Walleye Trading
New York
$2.61K -$6.15M -53,194 -70%
VNA
511
Valley National Advisers
Pennsylvania
$2K
BCMIO
512
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.08K +18 New
AIS
513
Accurate Investment Solutions
Pennsylvania
$1K
CPA
514
Clear Perspective Advisors
Illinois
$1K
FCAS
515
First Command Advisory Services
Texas
$1K +$1.39K +12 New
PCG
516
Private Capital Group
Connecticut
$158 +$158K +1,365 New
LGWM
517
Litman Gregory Wealth Management
California
$82 +$21.7K +188 +36%
SG Americas Securities
518
SG Americas Securities
New York
-$44.9M -385,481 Closed
CFG
519
CNO Financial Group
Indiana
-$25.3M -217,000 Closed
FTUS
520
Flow Traders U.S.
New York
-$25.2M -216,250 Closed
PI
521
PineBridge Investments
New York
-$22.2M -190,570 Closed
PM
522
Parametrica Management
Hong Kong
-$21M -180,504 Closed
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
-$8.85M -76,520 -100%
WCM
524
Wildcat Capital Management
New York
-$8.09M -70,000 Closed
ICOA
525
Investment Centers of America
North Dakota
-$7.88M -67,717 Closed

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.