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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
MAM
676
Marquette Asset Management
Minnesota
-$415K -3,661 Closed
PAS
677
Partnervest Advisory Services
California
-$365K -3,217 Closed
EDRIA
678
Edmonds Duncan Registered Investment Advisors
Kansas
-$331K -2,919 Closed
CFA
679
Capstone Financial Advisors
Illinois
-$309K -2,730 Closed
EWM
680
Executive Wealth Management
Michigan
-$264K -2,329 Closed
UB
681
UMB Bank
Missouri
-$240 -2,115 Closed
ACA
682
Atlas Capital Advisors
Wyoming
-$239K -2,105 Closed
I
683
INVST
Indiana
-$226K -2,012 Closed
MIH
684
Meitav Investment House
Israel
-$226K -1,991 Closed
BP
685
Ballentine Partners
Massachusetts
-$221K -1,950 Closed
FI
686
FormulaFolio Investments
Michigan
-$221K -1,947 Closed
IFA
687
Interactive Financial Advisors
Illinois
-$171K -1,512 Closed
TW
688
Towerpoint Wealth
California
-$162K -1,430 Closed
TA
689
Thor Advisors
New York
-$107K -946 Closed
CAN
690
Claraphi Advisory Network
United States
-$60K -529 Closed
AAM
691
Advisors Asset Management
Colorado
-$54K -477 Closed
HCM
692
Hilton Capital Management
New York
-$49K -435 Closed
JWA
693
JFS Wealth Advisors
Pennsylvania
-$43K -375 Closed
M
694
MOTCO
Texas
-$31K -275 Closed
FM
695
Family Management
New York
-$27K -236 Closed
TWA
696
TCI Wealth Advisors
Arizona
-$25K -221 Closed
PCIA
697
Prime Capital Investment Advisors
Kansas
-$24K -211 Closed
MWP
698
MYCIO Wealth Partners
Pennsylvania
-$20.4K -181 -98%
AAP
699
Arax Advisory Partners
Colorado
-$20K -173 Closed
CBT
700
Capital Bank & Trust
California
-$12K -103 Closed