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iShares JPMorgan USD Emerging Markets Bond ETF

712 hedge funds and large institutions have $12.4B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 312 increasing their positions, 216 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 216

4.75% more ownership

Funds ownership: 66.18%70.94% (+4.8%)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

0% less funds holding

Funds holding: 714712 (-2)

3% less capital invested

Capital invested by funds: $12.9B → $12.4B (-$422M)

88% less call options, than puts

Call options by funds: $366M | Put options by funds: $3.09B

Holders
712
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
12.5%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
103
Increased
312
Reduced
216
Closed
97
Calls
$366M
Puts
$3.09B
Net Calls
-$2.72B
Net Calls Change
-$1.75B
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Autus Asset Management
Arizona
$9.5M +$2.14M +19,113 +28%
HighTower Advisors
127
HighTower Advisors
Illinois
$9.37M -$2.41M -21,582 -20%
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$9.36M -$2.35M -21,000 -20%
Nomura Asset Management
129
Nomura Asset Management
Japan
$9.34M -$2.33M -20,800 -20%
QFA
130
Quattro Financial Advisors
Texas
$9.16M -$501K -4,485 -5%
IA
131
IFP Advisors
Florida
$9.05M +$450K +4,023 +5%
AWM
132
Avitas Wealth Management
California
$9.03M +$157K +1,403 +2%
LFASL
133
Lugano Financial Advisors SA (LFA)
Switzerland
$8.98M +$636K +5,691 +7%
UCFA
134
United Capital Financial Advisors
Texas
$8.83M -$216K -1,932 -2%
Mariner
135
Mariner
Kansas
$8.73M +$8.97M +80,214 New
OAM
136
Occidental Asset Management
California
$8.62M +$2.2M +19,667 +33%
CFS
137
Cannon Financial Strategists
Georgia
$8.52M +$801K +7,166 +10%
Stifel Financial
138
Stifel Financial
Missouri
$8.47M -$1.91M -17,074 -18%
SFG
139
Sage Financial Group
Pennsylvania
$8.43M -$784K -7,010 -8%
VWA
140
Visionary Wealth Advisors
Illinois
$8.42M -$728K -6,512 -8%
Cerity Partners
141
Cerity Partners
New York
$8.38M -$1.56K -14 -0%
SC
142
Scotia Capital
Ontario, Canada
$8.36M +$590K +5,281 +7%
CAL
143
Capital Analysts LLC
Pennsylvania
$7.99M -$581K -5,198 -7%
BL
144
BCWM LLC
Kansas
$7.88M +$129K +1,156 +2%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$7.85M +$82.4K +737 +1%
6M
146
6 Meridian
Kansas
$7.83M +$432K +3,865 +6%
UIA
147
UBP Investment Advisors
Switzerland
$7.81M +$2.42M +21,631 +43%
MML Investors Services
148
MML Investors Services
Massachusetts
$7.39M +$1.14M +10,230 +18%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$7.38M +$1.12M +9,988 +17%
Allianz Asset Management
150
Allianz Asset Management
Germany
$7.33M -$33.5M -299,730 -82%

EMB Hedge Fund Activity: Q1 2021 in Review

712 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2021, worth a combined $12.4B — down 3.3% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EMB positions and 97 closed out — a net gain of 6 holders — while 312 added to existing stakes and 216 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $355M. The largest seller was BlueCrest Capital Management, cutting an estimated $235M.

  • 712 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2021, down from 714 in Q4 2020.
  • Funds reported $12.4B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2021, down 3.3% quarter-over-quarter.
  • 103 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2021 and 97 closed out, a net change of +6 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $355M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2021 was BlueCrest Capital Management, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2021.