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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
EIP
526
Ellis Investment Partners
Pennsylvania
$25K -$13.2K -120 -31%
GEA
527
Glen Eagle Advisors
New Jersey
$24.3K +$22.5K +204 +434%
WWM
528
Willingdon Wealth Management
North Carolina
$24K -$1.67M -15,171 -98%
CHA
529
Carmichael Hill & Associates
Maryland
$24K +$7.94K +72 +40%
MAM
530
Meeder Asset Management
Ohio
$23K -$21.2M -192,129 -100%
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$23K -$551 -5 -2%
SCA
532
Stonebridge Capital Advisors
Minnesota
$23K
BCWM
533
Bartlett & Co Wealth Management
Ohio
$22.2K
BC
534
Bartlett & Co
Ohio
$22K +$25.4K +230 New
FCM
535
Firestone Capital Management
Florida
$20K
PW
536
Price Wealth
Texas
$20K
AIP
537
Ameritas Investment Partners
Nebraska
$19K
BWM
538
Baystate Wealth Management
Massachusetts
$17K
SWM
539
Selective Wealth Management
Virginia
$17K
CAN
540
Claraphi Advisory Network
United States
$17K +$19.5K +177 New
CFO
541
CVA Family Office
Colorado
$17K +$19.7K +179 New
FMP
542
Financial Management Professionals
Texas
$16K -$12M -108,618 -100%
FGAM
543
Financial Gravity Asset Management
Texas
$14.6K -$40.9K -371 -71%
LDFR
544
Lehman & Derafelo Financial Resources
Pennsylvania
$14K
EWM
545
EPG Wealth Management
Georgia
$14K +$4.85K +44 +43%
CAC
546
Certified Advisory Corp
Florida
$13K -$9.37K -85 -39%
TFGT
547
TS Financial Group (TSFG)
Illinois
$13K -$8.71K -79 -38%
JIR
548
James Investment Research
Ohio
$12K
AAP
549
Arax Advisory Partners
Colorado
$12K +$13.2K +120 New
PA
550
Procyon Advisors
Connecticut
$12K +$13.4K +122 New

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.