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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
KTC
501
Kistler-Tiffany Companies
Pennsylvania
$53K
OFG
502
Oxford Financial Group
Indiana
$53K +$61K +553 New
BW
503
Bison Wealth
Georgia
$50K
SBL
504
Sargent Bickham Lagudis
Colorado
$49K
TCOV
505
Trust Company of Vermont
Vermont
$48K
BAM
506
BTS Asset Management
Massachusetts
$46K +$21.3K +193 +94%
RE
507
RBC Europe
United Kingdom
$42.7K
LWM
508
Lenox Wealth Management
Ohio
$42K -$18.3K -166 -28%
MRC
509
Millburn Ridgefield Corp
New York
$41K -$498K -4,517 -91%
APC
510
Aspire Private Capital
North Carolina
$40K -$38.7K -351 -46%
EP
511
Eudaimonia Partners
Tennessee
$37K -$50.2K -455 -54%
AIM
512
Anchor Investment Management
South Carolina
$36.5K +$11K +100 +36%
BBA
513
Braun-Bostich & Associates
Pennsylvania
$36K -$38.3K -347 -47%
PB
514
Pinnacle Bancorp
Nebraska
$36K -$12.1K -110 -23%
AA
515
Advisory Alpha
Michigan
$35.3K +$40.2K +365 New
SL
516
Savior LLC
Massachusetts
$32K -$6.5K -59 -15%
IWMA
517
Ironwood Wealth Management (Arizona)
Arizona
$32K +$8.16K +74 +29%
CIAS
518
Capital Investment Advisory Services
North Carolina
$31K +$1.65K +15 +5%
LSA
519
Lion Street Advisors
Texas
$31K +$35.1K +318 New
WTC
520
WhitTier Trust Company
Nevada
$30K
FRA
521
Front Row Advisors
California
$30K +$5.51K +50 +20%
MWM
522
MBE Wealth Management
Wisconsin
$27K +$31.4K +285 New
BWL
523
Bogart Wealth LLC
Virginia
$26K -$382K -3,461 -93%
FA
524
Fortis Advisors
Pennsylvania
$26K +$29.4K +267 New
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3K

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.