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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
TA
601
TFG Advisers
Michigan
$19K +$19.7K +174 New
GI
602
Gradient Investments
Minnesota
$17K -$4.18K -37 -20%
LDFR
603
Lehman & Derafelo Financial Resources
Pennsylvania
$17K
FHA
604
First Horizon Advisors
Tennessee
$16K
AA
605
Argent Advisors
Louisiana
$16K +$15.9K +141 New
JIR
606
James Investment Research
Ohio
$15K
OC
607
Oakworth Capital
Alabama
$14K +$13.6K +120 New
CFN
608
Cordasco Financial Network
Florida
$12K
EWM
609
EPG Wealth Management
Georgia
$12K +$11.5K +102 New
LIA
610
LS Investment Advisors
Michigan
$11K +$11.3K +100 New
ETI
611
Enterprise Trust & Investment
California
$10K
WEC
612
Winslow Evans & Crocker
Massachusetts
$10K
HIA
613
Harbor Investment Advisory
Maryland
$10K +$9.6K +85 New
MPCG
614
Matrix Private Capital Group
New York
$10K +$9.72K +86 New
SIS
615
Sound Income Strategies
Florida
$8K -$5.31K -47 -39%
ME
616
McIlrath & Eck
Washington
$8K
MCM
617
McMillion Capital Management
North Carolina
$8K
JHCP
618
Jackson Hole Capital Partners
Oklahoma
$7K
MA
619
MCF Advisors
Kentucky
$7K +$1.02K +9 +16%
IA
620
Independence Advisors
Pennsylvania
$7K +$6.55K +58 New
Bessemer Group
621
Bessemer Group
New Jersey
$7K +$6.78K +60 New
RG
622
Retirement Group
California
$7K +$7K +62 New
VRM
623
Vectors Research Management
New York
$7K +$7K +62 New
CHAM
624
Clear Harbor Asset Management
Connecticut
$6.3K +$6.21K +55 New
FWM
625
Foresight Wealth Management
Utah
$6K