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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
LPIC
151
LeJeune Puetz Investment Counsel
Michigan
$6.86M +$64.8K +577 +0.9%
SFS
152
Strategic Financial Services
New York
$6.78M -$99.5K -886 -1%
HIM
153
Hanlon Investment Management
New Jersey
$6.73M +$6.4M +56,951 +1,538%
SPIA
154
Steward Partners Investment Advisory
New York
$6.26M -$10.7K -95 -0.2%
LWAC
155
Laurel Wealth Advisors (California)
California
$6.18M -$524K -4,668 -8%
CCA
156
Checchi Capital Advisers
California
$6.06M +$781K +6,955 +15%
WC
157
Whitney & Co
New York
$5.58M +$592K +5,272 +12%
OAM
158
Occidental Asset Management
California
$5.41M +$178K +1,587 +3%
FAN
159
Financial Advisors Network
California
$5.39M +$281K +2,506 +5%
FEG
160
Financial Enhancement Group
Indiana
$5.32M -$557K -4,959 -9%
UIA
161
UBP Investment Advisors
Switzerland
$5.25M -$380K -3,386 -7%
GAG
162
GM Advisory Group
New York
$5.22M +$5.29M +47,076 New
FIM
163
Freedom Investment Management
Connecticut
$5.18M -$163K -1,453 -3%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$5.01M +$290K +2,585 +6%
BDWM
165
Brewin Dolphin Wealth Management
Ireland
$4.96M -$163K -1,455 -3%
PAG
166
Private Advisor Group
New Jersey
$4.9M +$375K +3,341 +8%
OFG
167
Omega Financial Group
California
$4.83M +$91.2K +812 +2%
KWA
168
KCS Wealth Advisory
California
$4.78M +$641K +5,709 +15%
Franklin Resources
169
Franklin Resources
California
$4.73M +$278K +2,476 +6%
NFG
170
Next Financial Group
Texas
$4.7M -$1.96M -17,431 -29%
FCIM
171
Fairview Capital Investment Management
California
$4.45M +$205K +1,825 +5%
SIGI
172
Susquehanna International Group (Ireland)
Ireland
$4.4M -$8.3M -73,917 -65%
AWMG
173
Alliance Wealth Management Group
New Jersey
$4.39M +$157K +1,400 +4%
FMC
174
First Merchants Corp
Indiana
$4.3M -$34.5K -307 -0.8%
PWPCM
175
Perella Weinberg Partners Capital Management
New York
$4.3M

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.