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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
HWM
701
Howard Wealth Management
Connecticut
-$28K -248 Closed
TWP
702
TFO Wealth Partners
Ohio
-$20K -180 Closed
TA
703
TFG Advisers
Michigan
-$19K -174 Closed
AA
704
Argent Advisors
Louisiana
-$16K -141 Closed
OC
705
Oakworth Capital
Alabama
-$14K -120 Closed
CFN
706
Cordasco Financial Network
Florida
-$12K -105 Closed
LIA
707
LS Investment Advisors
Michigan
-$11K -100 Closed
MPCG
708
Matrix Private Capital Group
New York
-$10K -86 Closed
VRM
709
Vectors Research Management
New York
-$7K -62 Closed
CHAM
710
Clear Harbor Asset Management
Connecticut
-$6.3K -55 Closed
RFM
711
Royal Fund Management
Florida
-$5K -52 Closed
GWMIA
712
Global Wealth Management Investment Advisory
Florida
-$6K -50 Closed
FWM
713
Foresight Wealth Management
Utah
-$6K -49 Closed
CWA
714
Carolina Wealth Advisors
South Carolina
-$4K -38 Closed
CAAS
715
Capital Asset Advisory Services
Michigan
-$4K -37 Closed
SFG
716
Sowa Financial Group
Rhode Island
-$4K -37 Closed
PCA
717
Providence Capital Advisors
North Carolina
-$3K -30 Closed
WFMPM
718
Woodley Farra Manion Portfolio Management
Indiana
-$3K -28 Closed
LFA
719
Lighthouse Financial Advisors
Maryland
-$2K -22 Closed
FBT
720
First Bank & Trust
South Dakota
-$2K -19 Closed
NC
721
NewSquare Capital
Pennsylvania
-$2K -18 Closed
AIS
722
Accurate Investment Solutions
Pennsylvania
-$1.65K -15 -75%
CWA
723
Capital Wealth Alliance
Arizona
-$1K -7 Closed
SC
724
Stratford Consulting
Texas
+$110 +1 New
AF
725
Affiance Financial
Minnesota
+$441 +4 New

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.