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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
LWA
576
Lenox Wealth Advisors
New York
$44K +$41.6K +368 +2,831%
SL
577
Savior LLC
Massachusetts
$44K +$43.5K +385 New
SFC
578
SYM Financial Corp
Indiana
$40K +$39K +345 New
WTC
579
WhitTier Trust Company
Nevada
$36K
CIAS
580
Capital Investment Advisory Services
North Carolina
$35K +$23.8K +211 +220%
AIM
581
Anchor Investment Management
South Carolina
$31.8K
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30K
IWMA
583
Ironwood Wealth Management (Arizona)
Arizona
$29K
VFA
584
Valeo Financial Advisors
Indiana
$29K +$16.5K +146 +2%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$28K -$9.83K -87 -26%
FRA
586
Front Row Advisors
California
$28K
HWM
587
Howard Wealth Management
Connecticut
$28K +$28K +248 New
SCA
588
Stonebridge Capital Advisors
Minnesota
$27K -$62.5K -553 -70%
BCWM
589
Bartlett & Co Wealth Management
Ohio
$26.3K
CAC
590
Certified Advisory Corp
Florida
$25K +$8.81K +78 +55%
BAM
591
BTS Asset Management
Massachusetts
$24K
PW
592
Price Wealth
Texas
$24K
TFGT
593
TS Financial Group (TSFG)
Illinois
$24K +$17.4K +154 +280%
AIP
594
Ameritas Investment Partners
Nebraska
$23K -$41.1K -364 -64%
TRCT
595
Tower Research Capital (TRC)
New York
$23K +$20.4K +181 +1,006%
FCM
596
Firestone Capital Management
Florida
$23K +$22.9K +203 New
CHA
597
Carmichael Hill & Associates
Maryland
$21K +$20.4K +181 New
SWM
598
Selective Wealth Management
Virginia
$20K -$2.6K -23 -12%
BWM
599
Baystate Wealth Management
Massachusetts
$20K
TWP
600
TFO Wealth Partners
Ohio
$20K +$20.3K +180 New

EMB Hedge Fund Activity: Q4 2019 in Review

656 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2019, worth a combined $12.1B — up 6.4% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new EMB positions and 60 closed out — a net gain of 88 holders — while 290 added to existing stakes and 155 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $94.2M. The largest seller was ING Group, exiting entirely with an estimated $181M sold.

  • 656 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2019, up from 576 in Q3 2019.
  • Funds reported $12.1B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 148 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2019 was SG Americas Securities, an estimated $94.2M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2019 was ING Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2019.