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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
TFS
551
TrustCore Financial Services
Tennessee
$12K +$13.6K +123 New
VFA
552
Valeo Financial Advisors
Indiana
$11K -$12.1K -110 -1%
FANJ
553
Financial Architects (New Jersey)
New Jersey
$11K +$12.7K +115 New
WEC
554
Winslow Evans & Crocker
Massachusetts
$10K
CTC
555
Central Trust Company
Missouri
$10K +$11.1K +101 New
ETI
556
Enterprise Trust & Investment
California
$9K
PMFA
557
Plante Moran Financial Advisors
Michigan
$9K +$10.5K +95 New
HS
558
Horan Securities
United States
$9K +$10.7K +97 New
Simplex Trading
559
Simplex Trading
Illinois
$9K +$11K +100 New
CFA
560
Carroll Financial Associates
North Carolina
$8K -$95.9K -870 -91%
FHA
561
First Horizon Advisors
Tennessee
$8K -$5.29K -48 -35%
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$8.6K +78 New
ME
563
McIlrath & Eck
Washington
$7K
MCM
564
McMillion Capital Management
North Carolina
$7K
SIS
565
Sound Income Strategies
Florida
$7K
JCM
566
Jacobi Capital Management
Pennsylvania
$7K +$2.21K +20 +42%
GI
567
Gradient Investments
Minnesota
$6K -$9.7K -88 -58%
Bessemer Group
568
Bessemer Group
New Jersey
$6K
JHCP
569
Jackson Hole Capital Partners
Oklahoma
$6K
BL
570
Balentine LLC
Georgia
$6K +$6.62K +60 New
KFI
571
Key Financial Inc
Pennsylvania
$6K +$7.06K +64 New
Loomis, Sayles & Company
572
Loomis, Sayles & Company
Massachusetts
$6K +$7.28K +66 New
AWA
573
Arkadios Wealth Advisors
Georgia
$5.23K -$123K -1,120 -95%
AF
574
Allworth Financial
California
$5K -$205K -1,861 -97%
MA
575
MCF Advisors
Kentucky
$5K -$1.21K -11 -17%

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.