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iShares JPMorgan USD Emerging Markets Bond ETF

511 hedge funds and large institutions have $9.16B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 157

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less capital invested

Capital invested by funds: $9.23B → $9.16B (-$71.3M)

1% less funds holding

Funds holding: 517511 (-6)

2.04% less ownership

Funds ownership: 77.45%75.41% (-2%)

24% less funds holding in top 10

Funds holding in top 10: 5139 (-12)

67% less call options, than puts

Call options by funds: $212M | Put options by funds: $637M

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
11.71%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.89%
New
59
Increased
238
Reduced
157
Closed
58
Calls
$212M
Puts
$637M
Net Calls
-$425M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
176
Highland Private Wealth Management
Washington
$3M -$6.65M -58,536 -69%
PAG
177
Private Advisory Group
Washington
$3M +$3.02M +26,597 New
MPPLM
178
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3M +$70.6K +622 +2%
SPC
179
Salient Private Client
Texas
$3M -$2.28M -20,056 -43%
SHIM
180
Stone House Investment Management
Pennsylvania
$2.98M +$293K +2,577 +11%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$2.97M -$469K -4,131 -14%
SG Americas Securities
182
SG Americas Securities
New York
$2.97M +$2.99M +26,346 New
FCIM
183
Fairview Capital Investment Management
California
$2.86M +$1.91M +16,845 +198%
SFS
184
Sowell Financial Services
Arkansas
$2.74M +$297K +2,614 +12%
WI
185
Wintrust Investments
Illinois
$2.74M +$959K +8,448 +53%
WCA
186
Westover Capital Advisors
Delaware
$2.72M +$80.3K +707 +3%
ACP
187
Aveo Capital Partners
Colorado
$2.7M +$2.03M +17,894 +295%
CB
188
Commerce Bank
Missouri
$2.67M +$5.68K +50 +0.2%
LFG
189
LifePlan Financial Group
Ohio
$2.61M +$1.21M +10,620 +85%
BPC
190
Banque Pictet & Cie
Switzerland
$2.58M
BFC
191
Blue Fin Capital
Rhode Island
$2.55M +$168K +1,475 +7%
NFG
192
Next Financial Group
Texas
$2.55M +$2.57M +22,598 New
FPGK
193
Financial Partners Group (Kansas)
Kansas
$2.52M -$5.79K -51 -0.2%
BHWM
194
Bar Harbor Wealth Management
New Hampshire
$2.5M +$23.2K +204 +0.9%
SP
195
Symmetry Partners
Connecticut
$2.48M +$153K +1,351 +7%
AIS
196
Accurate Investment Solutions
Pennsylvania
$2.46M +$2.48M +21,794 +435,880%
KWA
197
KCS Wealth Advisory
California
$2.39M +$77.1K +679 +3%
CP
198
Castleview Partners
Texas
$2.34M +$2.35M +20,731 New
WAM
199
Watermark Asset Management
California
$2.32M +$761K +6,704 +48%
SPC
200
Sigma Planning Corp
Michigan
$2.31M -$4.57M -40,223 -66%

EMB Hedge Fund Activity: Q1 2018 in Review

511 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2018, worth a combined $9.16B — down 0.77% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EMB positions and 58 closed out — a net gain of 1 holder — while 238 added to existing stakes and 157 trimmed.

The largest buyer was UBS Group, adding an estimated $426M. The largest seller was JP Morgan Chase, cutting an estimated $272M.

  • 511 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2018, down from 517 in Q4 2017.
  • Funds reported $9.16B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2018, down 0.77% quarter-over-quarter.
  • 59 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2018 and 58 closed out, a net change of +1 holder.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2018 was UBS Group, an estimated $426M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2018 was JP Morgan Chase, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2018.