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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
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$6K +$5.65K +50 New
SFPG
627
Stonebridge Financial Planning Group
Florida
$6K +$5.65K +50 New
SMFS
628
Squar Milner Financial Services
California
$6K +$6.78K +60 New
GEA
629
Glen Eagle Advisors
New Jersey
$5.38K +$2.49K +22 +88%
RFM
630
Royal Fund Management
Florida
$5K -$3.39K -30 -37%
AIC
631
Archer Investment Corporation
Indiana
$5K
JCM
632
Jacobi Capital Management
Pennsylvania
$5K
PCTC
633
Perkins Coie Trust Company
Washington
$5K
AA
634
Ancora Advisors
Ohio
$4K +$3.5K +31 New
CAAS
635
Capital Asset Advisory Services
Michigan
$4K +$4.18K +37 New
SFG
636
Sowa Financial Group
Rhode Island
$4K +$4.18K +37 New
CWA
637
Carolina Wealth Advisors
South Carolina
$4K +$4.29K +38 New
GFPC
638
Global Financial Private Client
Florida
$3.16K +$3.05K +27 New
PCA
639
Providence Capital Advisors
North Carolina
$3K
WFMPM
640
Woodley Farra Manion Portfolio Management
Indiana
$3K +$3.16K +28 New
RBC
641
Roble Belko & Company
Pennsylvania
$2K
HI
642
Human Investing
Oregon
$2K +$1.92K +17 New
NC
643
NewSquare Capital
Pennsylvania
$2K +$2.03K +18 New
FBT
644
First Bank & Trust
South Dakota
$2K +$2.15K +19 New
AIS
645
Accurate Investment Solutions
Pennsylvania
$2K +$2.26K +20 New
LFA
646
Lighthouse Financial Advisors
Maryland
$2K +$2.49K +22 New
TIM
647
Tortoise Investment Management
New York
$1K -$21.4K -189 -96%
AII
648
AGF Investments Inc
Ontario, Canada
$1K
BFC
649
Bedel Financial Consulting
Indiana
$1K
CC
650
Cassaday & Co
Virginia
$1K