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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
DC
151
Derby & Company
Massachusetts
$7.36M +$164K +1,452 +2%
SWM
152
SigFig Wealth Management
California
$7.22M +$370K +3,271 +5%
IA
153
IFP Advisors
Florida
$7.13M -$26K -230 -0.4%
BWA
154
BlueSky Wealth Advisors
North Carolina
$7.07M -$42.5K -376 -0.6%
First Trust Advisors
155
First Trust Advisors
Illinois
$7M +$341K +3,020 +5%
CBB
156
Citizens Business Bank
California
$7M +$140K +1,241 +2%
Stifel Financial
157
Stifel Financial
Missouri
$6.98M -$300K -2,657 -4%
UIA
158
UBP Investment Advisors
Switzerland
$6.94M -$10.4K -92 -0.2%
IAN
159
Integrated Advisors Network
Texas
$6.85M +$6.76M +59,798 New
VWA
160
Visionary Wealth Advisors
Illinois
$6.84M +$6.74M +59,682 New
A
161
AdvicePeriod
California
$6.75M +$249K +2,202 +4%
LWAC
162
Laurel Wealth Advisors (California)
California
$6.54M +$5.04M +44,646 +359%
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$6.53M +$6.01M +53,170 +1,399%
LPIC
164
LeJeune Puetz Investment Counsel
Michigan
$6.25M +$269K +2,377 +5%
FCIM
165
Fairview Capital Investment Management
California
$6.21M -$67.9K -601 -1%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$6.16M +$54K +478 +0.9%
CFS
167
Cannon Financial Strategists
Georgia
$6.15M +$495K +4,384 +9%
SIA
168
Soltis Investment Advisors
Utah
$6.15M +$6.07M +53,686 New
PAG
169
Private Advisor Group
New Jersey
$6.05M +$724K +6,404 +14%
AWM
170
AE Wealth Management
Kansas
$5.97M +$702K +6,216 +14%
CS
171
Comerica Securities
Michigan
$5.97M +$1.06M +9,378 +22%
B
172
Barings
North Carolina
$5.92M -$17.5M -155,306 -75%
FIM
173
Freedom Investment Management
Connecticut
$5.89M -$181K -1,606 -3%
DWM
174
Darwin Wealth Management
Florida
$5.49M +$308K +2,730 +6%
GWM
175
Geneos Wealth Management
Colorado
$5.44M +$1.08M +9,580 +25%