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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

421 hedge funds and large institutions have $9.38B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 233 increasing their positions, 87 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 87

26% more capital invested

Capital invested by funds: $7.46B → $9.38B (+$1.92B)

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

21% more funds holding in top 10

Funds holding in top 10: 34 → 41 (+7)

2% more funds holding

Funds holding: 414 → 421 (+7)

6% less call options, than puts

Call options by funds: $216M | Put options by funds: $231M

3.17% less ownership

Funds ownership: 74.87% → 71.7% (-3.2%)

Holders
421
Holders Change
+7
Holders Change %
+1.69%
% of All Funds
10.5%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
1.02%
New
54
Increased
233
Reduced
87
Closed
44
Calls
$216M
Puts
$231M
Net Calls
-$14.4M
Net Calls Change
-$2.31M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$461M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$214M
3
DCM
Discovery Capital Management
Connecticut
+$167M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$155M
5
FTUS
Flow Traders U.S.
New York
+$120M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$157M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$119M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$102M
4
Ameriprise
Ameriprise
Minnesota
-$97.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$50.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$4.25M +$201K +1,753 +5%
ECM
152
ETrade Capital Management
Virginia
$4.07M +$68.1K +593 +2%
ACM
153
Aviance Capital Management
Florida
$4.02M -$719K -6,263 -15%
CWM
154
Cabot Wealth Management
Massachusetts
$4M +$4.02M +34,998 New
NA
155
NewEdge Advisors
Louisiana
$3.96M +$905K +7,877 +29%
LOAMS
156
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.96M -$3.97M -34,585 -50%
FAN
157
Financial Advisors Network
California
$3.94M +$152K +1,323 +4%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$3.83M +$1.16M +10,115 +43%
LPIC
159
LeJeune Puetz Investment Counsel
Michigan
$3.81M -$27.7K -241 -0.7%
WBG
160
Wharton Business Group
Pennsylvania
$3.8M – – –
ASN
161
Advisory Services Network
Georgia
$3.7M +$1.44M +12,534 +63%
CCP
162
Cardan Capital Partners
Colorado
$3.57M +$373K +3,251 +12%
NEPWA
163
New England Private Wealth Advisors
Massachusetts
$3.54M +$40.5K +353 +1%
SCA
164
Snowden Capital Advisors
New York
$3.49M +$405K +3,524 +13%
AC
165
AFAM Capital
Texas
$3.48M +$1.17M +10,225 +51%
DWM
166
Darwin Wealth Management
Florida
$3.38M -$228K -1,984 -6%
RBC
167
Ronald Blue & Co
Georgia
$3.38M +$1.28M +11,158 +61%
TCM
168
Towercrest Capital Management
Pennsylvania
$3.23M +$474K +4,129 +17%
AIA
169
Allegis Investment Advisors
Idaho
$3.01M +$3.02M +26,338 New
CA
170
Cetera Advisors
Colorado
$3M +$284K +2,473 +10%
WP
171
WealthSource Partners
California
$2.84M +$63.4K +552 +2%
NSB
172
Norway Savings Bank
Maine
$2.82M +$25.8K +225 +0.9%
FIM
173
Freedom Investment Management
Connecticut
$2.76M +$113K +985 +4%
GLA
174
Great Lakes Advisors
Illinois
$2.7M +$237K +2,064 +10%
CB
175
Commerce Bank
Missouri
$2.68M +$2.07K +18 +0.1%
5 6
7
8 9

EMB Hedge Fund Activity: Q2 2017 in Review

421 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q2 2017, worth a combined $9.38B — up 26% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EMB positions and 44 closed out — a net gain of 10 holders — while 233 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $461M. The largest seller was Credit Suisse, cutting an estimated $157M.

  • 421 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q2 2017, up from 414 in Q1 2017.
  • Funds reported $9.38B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 54 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q2 2017 and 44 closed out, a net change of +10 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $461M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q2 2017 was Credit Suisse, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2017.