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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
William Blair Investment Management
551
William Blair Investment Management
Illinois
$97K +$5.65K +50 +6%
EP
552
Eudaimonia Partners
Tennessee
$96K +$95K +841 New
APC
553
Aspire Private Capital
North Carolina
$87K -$23.7K -210 -22%
OIA
554
Optimum Investment Advisors
Illinois
$86K -$4.97K -44 -6%
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K +$82.6K +731 New
BBA
556
Braun-Bostich & Associates
Pennsylvania
$84K +$83K +735 New
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K
IFWM
558
Institute for Wealth Management
Colorado
$82K +$80.7K +714 New
JPLA
559
Joseph P. Lucia & Associates
New York
$76K
RFA
560
Reilly Financial Advisors
California
$70K
LWM
561
Lenox Wealth Management
Ohio
$69K +$8.47K +75 +14%
BW
562
Bison Wealth
Georgia
$60K +$58.9K +521 New
AP
563
Americana Partners
Texas
$59K +$58.9K +521 New
SBL
564
Sargent Bickham Lagudis
Colorado
$58K +$452 +4 +0.8%
TCOV
565
Trust Company of Vermont
Vermont
$57K +$56.4K +499 New
HAM
566
Highstreet Asset Management
Ontario, Canada
$55K
PB
567
Pinnacle Bancorp
Nebraska
$55K +$1.47K +13 +3%
KTC
568
Kistler-Tiffany Companies
Pennsylvania
$53K
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$53K +$50.3K +445 +3,179%
SSB
570
Sandy Spring Bank
Maryland
$51K -$24.3K -215 -33%
RE
571
RBC Europe
United Kingdom
$50.6K
FHA
572
Flagship Harbor Advisors
Massachusetts
$50K +$11.1K +98 +29%
ACM
573
Anfield Capital Management
California
$45K +$43.8K +388 New
ICM
574
Islay Capital Management
Texas
$45K +$44.1K +390 New
EIP
575
Ellis Investment Partners
Pennsylvania
$44K +$2.71K +24 +7%