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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
Bessemer Group
551
Bessemer Group
New Jersey
-$27M -250,000 Closed
TD Asset Management
552
TD Asset Management
Ontario, Canada
-$22M -204,200 Closed
D.E. Shaw & Co
553
D.E. Shaw & Co
New York
-$17.1M -158,356 Closed
HS
554
HighVista Strategies
Massachusetts
-$13M -120,301 Closed
PIA
555
Peachtree Investment Advisors
Georgia
-$9.68M -89,816 Closed
NA
556
NextCapital Advisers
Illinois
-$9.57M -88,806 Closed
AA
557
Advisory Alpha
Michigan
-$9.02M -85,894 Closed
CCP
558
Cardan Capital Partners
Colorado
-$8.78M -81,396 Closed
CC
559
Carrhae Capital
United Kingdom
-$7.96M -73,800 Closed
BAM
560
Belpointe Asset Management
Nevada
-$4.45M -41,247 Closed
TCM
561
Tuttle Capital Management
Connecticut
-$4.3M -39,936 Closed
FPGK
562
Financial Partners Group (Kansas)
Kansas
-$3.02M -28,029 Closed
WCA
563
Westover Capital Advisors
Delaware
-$2.77M -25,726 Closed
Wolverine Trading
564
Wolverine Trading
Illinois
-$2.42M -22,460 Closed
CRC
565
Curi RMB Capital
Illinois
-$2.2M -20,399 Closed
IP
566
Intellectus Partners
California
-$2.2M -20,399 Closed
FTS
567
Fifth Third Securities
Ohio
-$1.35M -12,550 Closed
HT
568
HighTower Trust
Texas
-$1.29M -11,961 Closed
CAL
569
Capital Advisors Ltd
Ohio
-$975K -9,040 Closed
BRF
570
B. Riley Financial
California
-$880K -8,160 Closed
CCM
571
Crabel Capital Management
California
-$835K -7,749 Closed
PAA
572
Peregrine Asset Advisers
Oregon
-$806K -7,476 Closed
CG
573
Cutler Group
California
-$769K -7,352 Closed
WCWM
574
Wooster Corthell Wealth Management
Connecticut
-$586K -5,431 Closed
FF
575
Fluent Financial
Texas
-$584K -5,413 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.