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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
CCM
626
Crabel Capital Management
California
-$5.22M -45,595 Closed
MLM
627
Mount Lucas Management
Pennsylvania
-$5.03M -43,875 Closed
NCP
628
NexWave Capital Partners
New York
-$4.18M -36,500 Closed
CRC
629
Curi RMB Capital
Illinois
-$4.1M -35,784 Closed
KCM
630
Karp Capital Management
California
-$4.09M -35,746 Closed
BSAM
631
Blue Sky Asset Management
Colorado
-$3.87M -33,771 Closed
RC
632
Rovin Capital
Arizona
-$3.64M -31,807 Closed
MUAMU
633
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$3.31M -28,900 Closed
ECM
634
ExodusPoint Capital Management
New York
-$3M -26,189 Closed
RIM
635
Rampart Investment Management
Connecticut
-$2.87M -25,043 Closed
CWG
636
Cornerstone Wealth Group
North Carolina
-$2.85M -24,858 Closed
IAA
637
Independent Advisor Alliance
North Carolina
-$2.32M -20,252 Closed
TW
638
Transform Wealth
Colorado
-$2.16M -18,818 Closed
AIA
639
Arrow Investment Advisors
Maryland
-$2.12M -18,542 Closed
FP
640
Fiduciary Planning
Florida
-$2.03M -17,607 Closed
WC
641
Wexford Capital
Florida
-$1.96M -17,085 Closed
CTA
642
Chesley Taft & Associates
Illinois
-$1.9M -16,545 Closed
PWG
643
Private Wealth Group
Florida
-$1.85M -16,188 Closed
HB
644
Homrich & Berg
Georgia
-$1.77M -15,465 Closed
CCM
645
Canal Capital Management
Virginia
-$1.75M -15,235 Closed
WTB
646
Washington Trust Bank
Washington
-$1.62M -14,118 Closed
FS
647
Ferguson Shapiro
Georgia
-$1.54M -13,444 Closed
Kovitz Investment Group Partners
648
Kovitz Investment Group Partners
Illinois
-$1.42M -12,348 Closed
FFC
649
Fure Financial Corporation
Minnesota
-$1.41M -12,306 Closed
GEM
650
Global Endowment Management
North Carolina
-$1.29M -11,250 Closed

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.