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iShares JPMorgan USD Emerging Markets Bond ETF

511 hedge funds and large institutions have $9.16B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 157

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less capital invested

Capital invested by funds: $9.23B → $9.16B (-$71.3M)

1% less funds holding

Funds holding: 517511 (-6)

2.04% less ownership

Funds ownership: 77.45%75.41% (-2%)

24% less funds holding in top 10

Funds holding in top 10: 5139 (-12)

67% less call options, than puts

Call options by funds: $212M | Put options by funds: $637M

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
11.71%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.89%
New
59
Increased
238
Reduced
157
Closed
58
Calls
$212M
Puts
$637M
Net Calls
-$425M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
-$215K -1,855 Closed
KFGK
552
Keystone Financial Group (Kentucky)
Kentucky
-$213K -1,824 Closed
BAM
553
Belpointe Asset Management
Nevada
-$211K -1,820 Closed
FM
554
Forward Management
California
-$171K -1,473 Closed
Credit Agricole
555
Credit Agricole
France
-$170K -1,466 Closed
AAM
556
Alken Asset Management
United Kingdom
-$101K -867 Closed
LNWWM
557
Laird Norton Wetherby Wealth Management
California
-$53K -458 Closed
MIFH
558
Migdal Insurance & Financial Holdings
Israel
-$49K -420 Closed
LA
559
Legacy Advisors
Pennsylvania
-$40K -346 Closed
AAP
560
Arax Advisory Partners
Colorado
-$32K -282 Closed
SNT
561
Security National Trust
West Virginia
-$25K -212 Closed
DG
562
Delek Group
Israel
-$14K -120 Closed
SFSIG
563
San Francisco Sentry Investment Group
California
-$8K -65 Closed
SIM
564
Sonora Investment Management
Arizona
-$7.43K -64 Closed
NC
565
NewSquare Capital
Pennsylvania
-$6K -52 Closed
PWM
566
Paulson Wealth Management
Illinois
-$6K -50 Closed
NPC
567
National Planning Corporation
California
-$5.63K -48 Closed
LC
568
Landaas & Company
Wisconsin
-$4K -36 Closed
KJWM
569
Kiley Juergens Wealth Management
Washington
-$4K -35 Closed
BCMIO
570
Beacon Capital Management Inc (Ohio)
Ohio
-$2K -18 Closed
TIM
571
Tortoise Investment Management
New York
+$114 +1 +50%

EMB Hedge Fund Activity: Q1 2018 in Review

511 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2018, worth a combined $9.16B — down 0.77% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EMB positions and 58 closed out — a net gain of 1 holder — while 238 added to existing stakes and 157 trimmed.

The largest buyer was UBS Group, adding an estimated $426M. The largest seller was JP Morgan Chase, cutting an estimated $272M.

  • 511 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2018, down from 517 in Q4 2017.
  • Funds reported $9.16B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2018, down 0.77% quarter-over-quarter.
  • 59 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2018 and 58 closed out, a net change of +1 holder.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2018 was UBS Group, an estimated $426M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2018 was JP Morgan Chase, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2018.