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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
AWC
101
Abundance Wealth Counselors
Pennsylvania
$13.5M -$329K -2,914 -2%
RQS
102
Ramsey Quantitative Systems
Kentucky
$13.4M -$7.43M -65,741 -36%
BBA
103
BLB&B Advisors
Pennsylvania
$13.2M +$1.65M +14,569 +14%
BWM
104
Bernicke Wealth Management
Wisconsin
$13.2M +$18K +159 +0.1%
Nomura Asset Management
105
Nomura Asset Management
Japan
$12.7M +$3.1M +27,425 +33%
FA
106
Forefront Analytics
Pennsylvania
$12.5M +$377K +3,333 +3%
CS
107
Credit Suisse
Switzerland
$12.5M -$31.1M -275,416 -72%
RJA
108
Raymond James & Associates
Florida
$12.5M -$2.18M -19,285 -15%
SIA
109
Strategic Investment Advisors
Michigan
$12.5M +$1.02M +9,045 +9%
FMP
110
Financial Management Professionals
Texas
$12.5M +$94.6K +837 +0.8%
ACA
111
Aptus Capital Advisors
Alabama
$12.4M +$5.04M +44,647 +70%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$12.1M +$8.3M +73,473 +228%
CFGS
113
Concourse Financial Group Securities
Alabama
$12M +$9.03M +79,955 +317%
CPA
114
Capital Planning Advisors
California
$12M +$223K +1,975 +2%
Millennium Management
115
Millennium Management
New York
$11.7M +$4.94M +43,724 +75%
ERSOT
116
Employees Retirement System of Texas
Texas
$11.5M
HPWM
117
Highland Private Wealth Management
Washington
$11.2M +$875K +7,745 +9%
BCI
118
Brinker Capital Investments
Pennsylvania
$11.2M +$40.6K +359 +0.4%
SMDAM
119
Sumitomo Mitsui DS Asset Management
Japan
$11.1M -$1.15M -10,148 -9%
JP Morgan Chase
120
JP Morgan Chase
New York
$11M -$158M -1,394,211 -94%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$10.8M +$597K +5,281 +6%
BOPW
122
Brandywine Oak Private Wealth
Pennsylvania
$10.7M +$275K +2,434 +3%
ECM
123
ETrade Capital Management
Virginia
$10.7M +$4.65M +41,147 +79%
OAM
124
Occidental Asset Management
California
$10.6M +$519K +4,594 +5%
PA
125
Probity Advisors
Texas
$10.4M +$470K +4,161 +5%