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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
SFPG
576
Stonebridge Financial Planning Group
Florida
$5K
HIM
577
HawsGoodwin Investment Management
Tennessee
$4K -$748K -6,787 -99%
SMFS
578
Squar Milner Financial Services
California
$4K -$1.65K -15 -25%
AIC
579
Archer Investment Corporation
Indiana
$4K
PCTC
580
Perkins Coie Trust Company
Washington
$4K
WAMC
581
Western Asset Management Company
California
$4K +$3.86K +35 New
IA
582
Independence Advisors
Pennsylvania
$3K -$2.54K -23 -40%
AA
583
Ancora Advisors
Ohio
$3K
SSW
584
Smith Shellnut Wilson
Mississippi
$3K +$3.75K +34 New
YAL
585
Your Advocates Ltd
Texas
$3K +$3.75K +34 New
GFPC
586
Global Financial Private Client
Florida
$2.59K
HIA
587
Harbor Investment Advisory
Maryland
$2K -$6.83K -62 -73%
HI
588
Human Investing
Oregon
$2K
RBC
589
Roble Belko & Company
Pennsylvania
$2K
Jones Financial Companies
590
Jones Financial Companies
Missouri
$2K +$2.65K +24 +2,400%
SWA
591
Stratos Wealth Advisors
Ohio
$2K +$2.65K +24 New
OFG
592
OmniStar Financial Group
North Carolina
$2K +$2.76K +25 New
NL
593
NWAM LLC
Washington
$1K -$588K -5,337 -34%
LWA
594
Lenox Wealth Advisors
New York
$1K -$40.6K -368 -97%
BFC
595
Bedel Financial Consulting
Indiana
$1K
CC
596
Cassaday & Co
Virginia
$1K
DOA
597
D'Orazio & Associates
Virginia
$1K
TIM
598
Tortoise Investment Management
New York
$1K
S
599
SignatureFD
Georgia
$1K +$661 +6 New
FWP
600
FAS Wealth Partners
Kansas
$1K +$772 +7 New

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.