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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
CWA
526
Clarus Wealth Advisors
Arizona
$205K -$17.1K -151 -8%
CMO
527
Covenant Multifamily Offices
Texas
$194K +$321K +2,841 New
CL
528
Cabana LLC
Arkansas
$192K +$190K +1,678 New
PK
529
Pflug Koory
Nebraska
$187K
TI
530
tru Independence
Oregon
$186K +$217K +1,921 New
MWP
531
Meridian Wealth Partners
Pennsylvania
$182K +$180K +1,590 New
BAMG
532
Brand Asset Management Group
Missouri
$178K +$13.9K +123 +9%
RIA
533
Realta Investment Advisors
Delaware
$171K -$7.8K -69 -4%
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$164K
OAM
535
Oppenheimer Asset Management
New York
$160K +$158K +1,399 New
WCG
536
Weaver Consulting Group
California
$147K
WB
537
Webster Bank
Connecticut
$142K -$3.84K -34 -3%
FGAM
538
Financial Gravity Asset Management
Texas
$140K +$21.8K +193 +58%
WT
539
Whittier Trust
California
$139K -$678 -6 -0.5%
CHC
540
City Holding Co
West Virginia
$139K +$58.8K +520 +75%
AWA
541
Arkadios Wealth Advisors
Georgia
$136K +$133K +1,174 New
MA
542
MUFG Americas
New York
$125K +$16.8K +149 +16%
CAGAS
543
Capital Advisory Group Advisory Services
Minnesota
$121K
RAM
544
Riggs Asset Management
Pennsylvania
$116K +$791 +7 +0.7%
PP
545
Pacifica Partners
Canada
$113K +$112K +989 New
AIC
546
Ameritas Investment Company
Nebraska
$111K +$16.5K +146 +18%
EW
547
Element Wealth
Mississippi
$110K +$108K +956 New
CFA
548
Carroll Financial Associates
North Carolina
$109K -$11.3K -100 -9%
KPW
549
Kore Private Wealth
New York
$107K +$105K +931 New
BAM
550
Belpointe Asset Management
Nevada
$104K -$280K -2,476 -73%

EMB Hedge Fund Activity: Q4 2019 in Review

656 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2019, worth a combined $12.1B — up 6.4% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new EMB positions and 60 closed out — a net gain of 88 holders — while 290 added to existing stakes and 155 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $94.2M. The largest seller was ING Group, exiting entirely with an estimated $181M sold.

  • 656 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2019, up from 576 in Q3 2019.
  • Funds reported $12.1B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 148 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2019 was SG Americas Securities, an estimated $94.2M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2019 was ING Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2019.