We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $12.2B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 276 increasing their positions, 192 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 192

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $11.1B → $12.2B (+$1.14B)

1% more funds holding

Funds holding: 600604 (+4)

0.78% less ownership

Funds ownership: 75.76%74.99% (-0.78%)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

71% less call options, than puts

Call options by funds: $683M | Put options by funds: $2.39B

Holders
604
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
12.19%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
71
Increased
276
Reduced
192
Closed
60
Calls
$683M
Puts
$2.39B
Net Calls
-$1.7B
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Sage Financial Group
Pennsylvania
$9.32M -$296K -2,637 -3%
RSWM
127
Robertson Stephens Wealth Management
California
$8.96M +$2.49M +22,187 +38%
Renaissance Technologies
128
Renaissance Technologies
New York
$8.93M -$1.54M -13,700 -15%
AIMCA
129
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.87M +$8.98M +80,000 New
VWA
130
Visionary Wealth Advisors
Illinois
$8.7M +$1.05M +9,308 +13%
CAL
131
Capital Analysts LLC
Pennsylvania
$8.58M +$768K +6,840 +10%
SWM
132
SigFig Wealth Management
California
$8.49M +$562K +5,003 +7%
B
133
Barings
North Carolina
$8.46M +$339K +3,021 +4%
SAM
134
Sompo Asset Management
Japan
$8.3M +$6.96M +61,991 +482%
GI
135
Gradient Investments
Minnesota
$8.2M +$8.3M +73,865 +115,414%
DC
136
Derby & Company
Massachusetts
$8.18M -$55.9K -498 -0.7%
FM
137
Foster & Motley
Ohio
$8.18M +$2.45M +21,840 +42%
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$7.93M +$156K +1,393 +2%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$7.91M -$1.12M -9,990 -12%
BL
140
BCWM LLC
Kansas
$7.74M +$45.8K +408 +0.6%
CFS
141
Cannon Financial Strategists
Georgia
$7.59M +$459K +4,087 +6%
HighTower Advisors
142
HighTower Advisors
Illinois
$7.54M -$1.41M -12,529 -16%
6M
143
6 Meridian
Kansas
$7.53M +$69.1K +615 +0.9%
AAM
144
Autus Asset Management
Arizona
$7.5M +$504K +4,491 +7%
Stifel Financial
145
Stifel Financial
Missouri
$7.48M +$1.5M +13,328 +25%
LFASL
146
Lugano Financial Advisors SA (LFA)
Switzerland
$7.44M +$171K +1,519 +2%
A
147
AdvicePeriod
California
$7.35M +$1.39M +12,386 +23%
MML Investors Services
148
MML Investors Services
Massachusetts
$7.33M +$596K +5,306 +9%
SC
149
Scotia Capital
Ontario, Canada
$7.16M +$2.25K +20 +0%
Citadel Advisors
150
Citadel Advisors
Florida
$7M -$18.2M -162,171 -72%

EMB Hedge Fund Activity: Q3 2020 in Review

604 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2020, worth a combined $12.2B — up 10% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EMB positions and 60 closed out — a net gain of 11 holders — while 276 added to existing stakes and 192 trimmed.

The largest buyer was UBS Group, adding an estimated $269M. The largest seller was Victory Capital Management, exiting entirely with an estimated $170M sold.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2020, up from 600 in Q2 2020.
  • Funds reported $12.2B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 71 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2020 and 60 closed out, a net change of +11 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2020 was UBS Group, an estimated $269M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2020 was Victory Capital Management, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2020.