We are live on ! Find out more
EMB icon

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
HH
651
Hilltop Holdings
Texas
-$1.22M -10,664 Closed
DILIC
652
Dai-ichi Life Insurance Company
Japan
-$1.19M -10,419 Closed
OR
653
Olympiad Research
Connecticut
-$1.1M -9,592 Closed
SAM
654
Strategy Asset Managers
California
-$1.08M -9,421 Closed
BPC
655
Banque Pictet & Cie
Switzerland
-$896K -7,825 Closed
CA
656
Continuum Advisory
Idaho
-$892K -7,784 Closed
BBHC
657
Brown Brothers Harriman & Co
New York
-$817K -7,135 Closed
FIA
658
Foundations Investment Advisors
Arizona
-$808K -7,076 Closed
CRWM
659
Castle Rock Wealth Management
California
-$680K -5,877 Closed
CG
660
Cutler Group
California
-$599K -5,432 Closed
FCBT
661
First Citizens Bank & Trust
North Carolina
-$573K -4,998 Closed
PCA
662
Personal Capital Advisors
California
-$564K -4,921 Closed
RCA
663
Resonant Capital Advisors
Wisconsin
-$557K -4,862 Closed
BCM
664
Bayesian Capital Management
New York
-$548K -4,780 Closed
RIA
665
Regal Investment Advisors
Michigan
-$545K -4,760 Closed
HP
666
Hartree Partners
New York
-$536K -4,680 Closed
TCM
667
Traynor Capital Management
Pennsylvania
-$533K -4,660 Closed
JIP
668
Jaffetilchin Investment Partners
Florida
-$474K -4,139 Closed
CP
669
Cumberland Partners
Ontario, Canada
-$393K -3,433 Closed
SXL
670
Summit X LLC
Missouri
-$381K -3,343 Closed
KA
671
Klingman & Associates
New York
-$352K -3,075 Closed
GM
672
GeoWealth Management
Illinois
-$347K -3,032 Closed
CMO
673
Covenant Multifamily Offices
Texas
-$194K -2,841 Closed
IIA
674
IPG Investment Advisors
California
-$322K -2,809 Closed
BWA
675
Beam Wealth Advisors
Louisiana
-$315K -2,747 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.