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iShares JPMorgan USD Emerging Markets Bond ETF

546 hedge funds and large institutions have $11.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 181 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

30% more funds holding in top 10

Funds holding in top 10: 3343 (+10)

11% more funds holding

Funds holding: 494546 (+52)

0.7% less ownership

Funds ownership: 79.41%78.71% (-0.7%)

2% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$249M)

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 196

25% less call options, than puts

Call options by funds: $839M | Put options by funds: $1.11B

Holders
546
Holders Change
+52
Holders Change %
+10.53%
% of All Funds
12.17%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.96%
New
123
Increased
181
Reduced
196
Closed
64
Calls
$839M
Puts
$1.11B
Net Calls
-$276M
Net Calls Change
+$452M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Bernicke Wealth Management
Wisconsin
$9.46M +$240K +2,293 +3%
DCM
102
Dimension Capital Management
Florida
$9.19M -$210K -2,007 -2%
MAFM
103
Mid Atlantic Financial Management
Pennsylvania
$9.1M +$9.15M +87,530 New
SIAS
104
Shine Investment Advisory Services
Colorado
$8.89M +$8.95M +85,565 New
HW
105
Hancock Whitney
Mississippi
$8.87M +$4.8M +45,923 +116%
FMLI
106
Fukoku Mutual Life Insurance
Japan
$8.83M
SP
107
Stairway Partners
Illinois
$8.74M -$31.1K -297 -0.4%
CFGS
108
Concourse Financial Group Securities
Alabama
$8.69M +$5.45M +52,143 +166%
HPWM
109
Highland Private Wealth Management
Washington
$8.53M +$3.11M +29,790 +57%
PA
110
Probity Advisors
Texas
$8.42M -$3.74M -35,796 -31%
AA
111
ALPS Advisors
Colorado
$8.36M +$1.78M +16,994 +27%
UIA
112
UBP Investment Advisors
Switzerland
$8.01M +$97.1K +929 +1%
COI
113
Capital One Investing
Virginia
$7.89M +$7.94M +75,919 New
6M
114
6 Meridian
Kansas
$7.61M +$7.65M +73,204 New
CTB
115
Country Trust Bank
Illinois
$7.21M +$826K +7,901 +13%
BOPW
116
Brandywine Oak Private Wealth
Pennsylvania
$7.13M +$7.14M +68,298 New
TCM
117
Towercrest Capital Management
Pennsylvania
$7.02M -$1.45M -13,864 -17%
BWA
118
BlueSky Wealth Advisors
North Carolina
$6.91M +$457K +4,369 +7%
HT
119
HAP Trading
New York
$6.75M +$6.79M +64,969 New
BAAM
120
Baker Avenue Asset Management
California
$6.75M +$323K +3,090 +5%
CCA
121
Checchi Capital Advisers
California
$6.67M +$2.54M +24,259 +61%
SAS
122
Sage Advisory Services
Texas
$6.66M -$157K -1,502 -2%
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$6.66M -$32.9M -314,470 -83%
SPIA
124
Steward Partners Investment Advisory
New York
$6.51M -$1.8M -17,243 -22%
BBA
125
BLB&B Advisors
Pennsylvania
$6.49M -$277K -2,649 -4%

EMB Hedge Fund Activity: Q4 2018 in Review

546 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2018, worth a combined $11.3B — down 2.1% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EMB positions and 64 closed out — a net gain of 59 holders — while 181 added to existing stakes and 196 trimmed.

The largest buyer was NWI Management, adding an estimated $288M. The largest seller was JP Morgan Chase, cutting an estimated $669M.

  • 546 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2018, up from 494 in Q3 2018.
  • Funds reported $11.3B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2018, down 2.1% quarter-over-quarter.
  • 123 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2018 and 64 closed out, a net change of +59 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2018 was NWI Management, an estimated $288M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $669M sold.

Based on aggregated 13F filings for Q4 2018.