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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
FCA
601
FinTrust Capital Advisors
South Carolina
$139 -$46.7K -416 -25%
WIM
602
Westside Investment Management
California
$79 -$562 -5 -0.7%
SSW
603
Smith Shellnut Wilson
Mississippi
$34 -$3.37K -30 -88%
Victory Capital Management
604
Victory Capital Management
Texas
-$170M -1,558,761 Closed
AC
605
Athanor Capital
New York
-$57.1M -522,500 Closed
USAA
606
United Services Automobile Association
Texas
-$22.2M -198,376 Closed
CANY
607
Caxton Associates (New York)
New York
-$16.9M -154,960 Closed
ICM
608
Ionic Capital Management
New York
-$12.5M -114,152 Closed
MAMNY
609
Marathon Asset Management (New York)
New York
-$12.4M -113,172 Closed
AWC
610
Abundance Wealth Counselors
Pennsylvania
-$10.1M -92,604 Closed
GPC
611
Glen Point Capital
United Kingdom
-$10M -92,000 Closed
Marshall Wace
612
Marshall Wace
United Kingdom
-$9.19M -81,795 Closed
CBB
613
Citizens Business Bank
California
-$6.89M -63,058 Closed
BCM
614
Bluefin Capital Management
New York
-$5.6M -51,258 Closed
PWAG
615
Polaris Wealth Advisory Group
California
-$5.28M -48,403 Closed
HH
616
Hilltop Holdings
Texas
-$4.96M -45,379 Closed
MCIA
617
Mountain Capital Investment Advisors
Colorado
-$4.67M -42,546 Closed
Cerity Partners
618
Cerity Partners
New York
-$3.82M -34,955 Closed
CCM
619
Canal Capital Management
Virginia
-$2.99M -27,402 Closed
American Century Companies
620
American Century Companies
Missouri
-$2.2M -20,184 Closed
RC
621
Rovin Capital
Arizona
-$1.71M -15,649 Closed
GLA
622
Good Life Advisors
Pennsylvania
-$1.54M -14,097 Closed
NM
623
NWI Management
New York
-$1.42M -13,000 Closed
GC
624
Garde Capital
Washington
-$1.39M -12,741 Closed
RWP
625
RWA Wealth Partners
Massachusetts
-$882K -8,072 Closed

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.