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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
HWA
676
HCR Wealth Advisors
California
-$310K -2,709 Closed
CL
677
CPWM LLC
Washington
-$294K -2,568 Closed
KA
678
Kovack Advisors
Florida
-$287K -2,507 Closed
JWCA
679
J.W. Cole Advisors
Florida
-$274K -2,391 Closed
PWM
680
PBMares Wealth Management
Virginia
-$272K -2,377 Closed
BPCE
681
Bank Pictet & Cie (Europe)
Germany
-$264K -2,301 Closed
CAG
682
Csenge Advisory Group
Florida
-$255K -2,228 Closed
AG
683
Appleton Group
Wisconsin
-$244K -2,129 Closed
UCMOK
684
United Capital Management of KS
Kansas
-$241K -2,108 Closed
TSS
685
Two Sigma Securities
New York
-$231K -2,020 Closed
BFA
686
Beacon Financial Advisory
Ohio
-$225K -1,968 Closed
VIP
687
Vantage Investment Partners
Missouri
-$225K -1,965 Closed
TI
688
tru Independence
Oregon
-$186K -1,921 Closed
BWP
689
Bernardo Wealth Planning
Pennsylvania
-$217K -1,900 Closed
OIA
690
OneDigital Investment Advisors
Kansas
-$218K -1,899 Closed
WGCA
691
Wolf Group Capital Advisors
Virginia
-$213K -1,856 Closed
CL
692
Cabana LLC
Arkansas
-$192K -1,678 Closed
RIA
693
Realta Investment Advisors
Delaware
-$171K -1,535 Closed
KPW
694
Kore Private Wealth
New York
-$107K -931 Closed
BAM
695
Belpointe Asset Management
Nevada
-$104K -908 Closed
IFWM
696
Institute for Wealth Management
Colorado
-$82K -714 Closed
AP
697
Americana Partners
Texas
-$59K -521 Closed
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
-$53K -459 Closed
SSB
699
Sandy Spring Bank
Maryland
-$51K -442 Closed
SFC
700
SYM Financial Corp
Indiana
-$40K -345 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.