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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
PFS
501
Prospera Financial Services
Texas
$115K -$138K -1,233 -54%
ACA
502
Aptus Capital Advisors
Alabama
$109K -$46.2K -411 -29%
WCG
503
Weaver Consulting Group
California
$107K +$8.76K +78 +9%
MWP
504
Meridian Wealth Partners
Pennsylvania
$106K -$33.8K -301 -24%
SW
505
SVB Wealth
Massachusetts
$97K +$98.3K +875 New
CHA
506
Carmichael Hill & Associates
Maryland
$92K +$64.6K +575 +227%
CAGAS
507
Capital Advisory Group Advisory Services
Minnesota
$91K +$2.47K +22 +3%
EW
508
Element Wealth
Mississippi
$87K +$449 +4 +0.5%
Jones Financial Companies
509
Jones Financial Companies
Missouri
$85K +$48.7K +434 +130%
BWA
510
BDO Wealth Advisors
Florida
$84K -$364K -3,245 -81%
APC
511
Aspire Private Capital
North Carolina
$84K +$83.2K +741 +3,705%
OIA
512
Optimum Investment Advisors
Illinois
$83K
LWM
513
Liberty Wealth Management
California
$77K +$4.27K +38 +6%
GWS
514
Glassman Wealth Services
Virginia
$75K +$76.4K +680 New
EIP
515
Ellis Investment Partners
Pennsylvania
$74K +$45.7K +407 +152%
PCG
516
Private Capital Group
Connecticut
$69K +$33.5K +298 +93%
BW
517
Bison Wealth
Georgia
$67K +$4.61K +41 +7%
M
518
MOTCO
Texas
$56K +$56.8K +506 New
AF
519
Advisornet Financial
Minnesota
$52K -$333K -2,961 -86%
FHC
520
First Horizon Corporation
Tennessee
$50K +$51.2K +456 New
RE
521
RBC Europe
United Kingdom
$49K
RCA
522
Rowland Carmichael Advisors
Arizona
$49K +$24.8K +221 +99%
PS
523
Planned Solutions
California
$49K +$49.2K +438 New
PP
524
Pacifica Partners
Canada
$48K -$5.5K -49 -10%
ZB
525
Zions Bancorporation
Utah
$48K +$30.7K +273 +175%

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.