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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $12.2B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 276 increasing their positions, 192 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 192

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $11.1B → $12.2B (+$1.14B)

1% more funds holding

Funds holding: 600604 (+4)

0.78% less ownership

Funds ownership: 75.76%74.99% (-0.78%)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

71% less call options, than puts

Call options by funds: $683M | Put options by funds: $2.39B

Holders
604
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
12.19%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
71
Increased
276
Reduced
192
Closed
60
Calls
$683M
Puts
$2.39B
Net Calls
-$1.7B
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
576
Horan Securities
United States
$4K -$7.3K -65 -67%
APWA
577
Atlas Private Wealth Advisors
New Jersey
$4K -$674 -6 -13%
WCAMG
578
Woodard & Company Asset Management Group
North Carolina
$4K +$4.38K +39 New
GFPC
579
Global Financial Private Client
Florida
$3.7K +$674 +6 +22%
BFG
580
Baron Financial Group
New Jersey
$3.44K +$3.48K +31 New
AA
581
Ancora Advisors
Ohio
$3K
HIA
582
Harbor Investment Advisory
Maryland
$3K
IRC
583
Investors Research Corp
Georgia
$3K
CSPIA
584
Cary Street Partners Investment Advisory
Virginia
$3K +$3.37K +30 New
ADL
585
Asset Dedication LLC
California
$2K -$332K -2,960 -99%
RBC
586
Roble Belko & Company
Pennsylvania
$2K
UFF
587
USA Financial Formulas
Michigan
$2K +$1.91K +17 New
MFT
588
Moisand Fitzgerald Tamayo
Florida
$2K +$2.25K +20 New
WT
589
Washington Trust
Rhode Island
$2K +$2.36K +21 New
SXL
590
Summit X LLC
Missouri
$1.89K +$65.9K +587 New
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$1.3K +$17.7K +158 +1%
VFA
592
Valeo Financial Advisors
Indiana
$1K -$58.6K -522 -98%
TC
593
Truvestments Capital
Florida
$1K -$562 -5 -31%
BFC
594
Bedel Financial Consulting
Indiana
$1K
BWL
595
Bogart Wealth LLC
Virginia
$1K
DOA
596
D'Orazio & Associates
Virginia
$1K
LWA
597
Lenox Wealth Advisors
New York
$1K
TIM
598
Tortoise Investment Management
New York
$1K +$112 +1 +11%
SFC
599
SYM Financial Corp
Indiana
$1K +$786 +7 New
TWA
600
TCI Wealth Advisors
Arizona
$1K +$786 +7 New

EMB Hedge Fund Activity: Q3 2020 in Review

604 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2020, worth a combined $12.2B — up 10% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EMB positions and 60 closed out — a net gain of 11 holders — while 276 added to existing stakes and 192 trimmed.

The largest buyer was UBS Group, adding an estimated $269M. The largest seller was Victory Capital Management, exiting entirely with an estimated $170M sold.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2020, up from 600 in Q2 2020.
  • Funds reported $12.2B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 71 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2020 and 60 closed out, a net change of +11 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2020 was UBS Group, an estimated $269M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2020 was Victory Capital Management, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2020.