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iShares JPMorgan USD Emerging Markets Bond ETF

517 hedge funds and large institutions have $9.23B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 35

83% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 120

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

17% more funds holding

Funds holding: 442517 (+75)

2.36% more ownership

Funds ownership: 75.09%77.45% (+2.4%)

4% more capital invested

Capital invested by funds: $8.91B → $9.23B (+$319M)

72% less call options, than puts

Call options by funds: $148M | Put options by funds: $532M

Holders
517
Holders Change
+75
Holders Change %
+16.97%
% of All Funds
11.73%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.16%
New
113
Increased
219
Reduced
120
Closed
35
Calls
$148M
Puts
$532M
Net Calls
-$384M
Net Calls Change
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$6.99M +$254K +2,200 +4%
GC
127
Guggenheim Capital
Illinois
$6.9M +$611K +5,281 +10%
BCM
128
BlueCrest Capital Management
Jersey
$6.79M +$6.76M +58,459 New
BAAM
129
Baker Avenue Asset Management
California
$6.78M +$447K +3,868 +7%
IFA
130
Interactive Financial Advisors
Illinois
$6.73M -$217K -1,879 -3%
TCM
131
Towercrest Capital Management
Pennsylvania
$6.68M +$3.37M +29,100 +102%
AAM
132
Autus Asset Management
Arizona
$6.57M +$687K +5,944 +12%
CTB
133
Country Trust Bank
Illinois
$6.38M +$224K +1,938 +4%
RJA
134
Raymond James & Associates
Florida
$6.21M -$63.1K -546 -1%
EWM
135
Empirical Wealth Management
Washington
$6.12M +$347K +3,001 +6%
BWA
136
BlueSky Wealth Advisors
North Carolina
$6.11M +$67.5K +584 +1%
PI
137
PFS Investments
Georgia
$6.09M +$6.1M +52,751 New
SWM
138
SigFig Wealth Management
California
$5.89M +$813K +7,034 +16%
WBG
139
Wharton Business Group
Pennsylvania
$5.78M +$1.98M +17,080 +51%
SPIA
140
Steward Partners Investment Advisory
New York
$5.77M +$4.28M +37,021 +292%
SPC
141
Salient Private Client
Texas
$5.41M +$5.39M +46,608 New
CFP
142
Cornerstone Financial Partners
North Carolina
$5.41M +$3.73M +32,285 +226%
VIP
143
Vantage Investment Partners
Missouri
$5.31M +$5.28M +45,700 New
PAM
144
Panagora Asset Management
Massachusetts
$5.11M
AI
145
Atria Investments
North Carolina
$5.06M -$1.48M -12,836 -23%
FF
146
Fluent Financial
Texas
$5M +$4.97M +42,995 New
NA
147
NewEdge Advisors
Louisiana
$4.98M -$18K -156 -0.4%
MBT
148
Monroe Bank & Trust
Michigan
$4.92M -$51.3K -444 -1%
BTIS
149
BB&T Investment Services
North Carolina
$4.85M +$59.9K +518 +1%
GWM
150
Geneos Wealth Management
Colorado
$4.79M -$375K -3,241 -7%

EMB Hedge Fund Activity: Q4 2017 in Review

517 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2017, worth a combined $9.23B — up 3.6% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EMB positions and 35 closed out — a net gain of 78 holders — while 219 added to existing stakes and 120 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $206M. The largest seller was Windhaven Investment Management, cutting an estimated $370M.

  • 517 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2017, up from 442 in Q3 2017.
  • Funds reported $9.23B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2017, up 3.6% quarter-over-quarter.
  • 113 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2017 and 35 closed out, a net change of +78 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2017 was Dai-ichi Life Insurance Company, an estimated $206M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2017 was Windhaven Investment Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.