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iShares JPMorgan USD Emerging Markets Bond ETF

546 hedge funds and large institutions have $11.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 181 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

30% more funds holding in top 10

Funds holding in top 10: 3343 (+10)

11% more funds holding

Funds holding: 494546 (+52)

0.7% less ownership

Funds ownership: 79.41%78.71% (-0.7%)

2% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$249M)

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 196

25% less call options, than puts

Call options by funds: $839M | Put options by funds: $1.11B

Holders
546
Holders Change
+52
Holders Change %
+10.53%
% of All Funds
12.17%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.96%
New
123
Increased
181
Reduced
196
Closed
64
Calls
$839M
Puts
$1.11B
Net Calls
-$276M
Net Calls Change
+$452M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
526
Ipswich Investment Management
Massachusetts
$5K +$4.91K +47 New
NSG
527
Nalls Sherbakoff Group
Tennessee
$5K +$5.02K +48 New
SMFS
528
Squar Milner Financial Services
California
$4K -$2.51K -24 -40%
DSC
529
Duncker Streett & Co
Missouri
$4K +$105 +1 +3%
CC
530
Claybrook Capital
Massachusetts
$4K +$3.87K +37 New
WDL
531
Well Done LLC
Michigan
$4K +$3.87K +37 New
AIC
532
Archer Investment Corporation
Indiana
$4K +$4.29K +41 New
M
533
MOTCO
Texas
$4K +$4.5K +43 New
FANJ
534
Financial Architects (New Jersey)
New Jersey
$3K -$16.2K -155 -85%
PCA
535
Providence Capital Advisors
North Carolina
$3K
NL
536
NVWM LLC
Pennsylvania
$3K +$3.14K +30 New
TCM
537
Tradewinds Capital Management
Washington
$3K +$3.14K +30 New
DWM
538
Doyle Wealth Management
Florida
$3K +$3.35K +32 New
GEA
539
Glen Eagle Advisors
New Jersey
$2.6K
BRC
540
Bell Rock Capital
Delaware
$2K
VNA
541
Valley National Advisers
Pennsylvania
$2K
AIIMS
542
Analyst IMS Investment Management Services
Israel
$1.17K -$11.4K -109 -1%
CC
543
Cassaday & Co
Virginia
$1K -$47.8K -457 -98%
IDBONY
544
Israel Discount Bank of New York
New York
$1K -$9.93K -95 -95%
LWA
545
Lenox Wealth Advisors
New York
$1K
BWM
546
BerganKDV Wealth Management
Minnesota
$1K +$627 +6 New
SFA
547
Semmax Financial Advisors
North Carolina
$1K +$627 +6 New
PWMG
548
Prestige Wealth Management Group
New Jersey
$1K +$1.15K +11 New
CF
549
Centaurus Financial
California
$2 +$17.5K +167 New
ACI
550
AMP Capital Investors
Australia
-$44.1M -407,600 Closed

EMB Hedge Fund Activity: Q4 2018 in Review

546 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2018, worth a combined $11.3B — down 2.1% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EMB positions and 64 closed out — a net gain of 59 holders — while 181 added to existing stakes and 196 trimmed.

The largest buyer was NWI Management, adding an estimated $288M. The largest seller was JP Morgan Chase, cutting an estimated $669M.

  • 546 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2018, up from 494 in Q3 2018.
  • Funds reported $11.3B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2018, down 2.1% quarter-over-quarter.
  • 123 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2018 and 64 closed out, a net change of +59 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2018 was NWI Management, an estimated $288M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $669M sold.

Based on aggregated 13F filings for Q4 2018.