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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
BPCE
501
Bank Pictet & Cie (Europe)
Germany
$264K -$22.4K -198 -8%
HT
502
Heritage Trust
Oklahoma
$264K -$6.21K -55 -2%
IWP
503
Icon Wealth Partners
Texas
$263K +$3.16K +28 +1%
SFG
504
StrategIQ Financial Group
Indiana
$256K -$9.04K -80 -3%
FAM
505
Formidable Asset Management
Ohio
$255K +$1.24K +11 +0.5%
CAG
506
Csenge Advisory Group
Florida
$255K +$48.1K +426 +24%
SPL
507
Smart Portfolios LLC
Washington
$252K
DBRC
508
D.B. Root & Company
Pennsylvania
$249K -$39K -345 -14%
Kayne Anderson Rudnick Investment Management
509
Kayne Anderson Rudnick Investment Management
California
$248K +$3.5K +31 +1%
SF
510
Summit Financial
New Jersey
$245K +$241K +2,135 New
AG
511
Appleton Group
Wisconsin
$244K +$20.2K +179 +9%
UCMOK
512
United Capital Management of KS
Kansas
$241K -$110K -971 -32%
PIA
513
Powell Investment Advisors
Florida
$239K +$236K +2,086 New
FHC
514
First Heartland Consultants
Missouri
$238K +$6.78K +60 +3%
TSS
515
Two Sigma Securities
New York
$231K -$321K -2,842 -58%
VIP
516
Vantage Investment Partners
Missouri
$225K +$2.6K +23 +1%
VHAM
517
Van Hulzen Asset Management
California
$225K +$222K +1,966 New
BFA
518
Beacon Financial Advisory
Ohio
$225K +$222K +1,968 New
HR
519
Hayden Royal
North Carolina
$220K -$72.6K -643 -25%
AF
520
Allworth Financial
California
$219K
OIA
521
OneDigital Investment Advisors
Kansas
$218K -$355K -3,141 -62%
Fidelity Investments
522
Fidelity Investments
Massachusetts
$217K -$507K -4,491 -70%
BWP
523
Bernardo Wealth Planning
Pennsylvania
$217K +$215K +1,900 New
WGCA
524
Wolf Group Capital Advisors
Virginia
$213K +$210K +1,856 New
PWA
525
Physician Wealth Advisors
Utah
$212K +$209K +1,847 New