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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $8.87B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.68% less ownership

Funds ownership: 77.23%76.55% (-0.68%)

8% less funds holding

Funds holding: 656604 (-52)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

27% less capital invested

Capital invested by funds: $12.1B → $8.87B (-$3.26B)

34% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 122

85% less call options, than puts

Call options by funds: $149M | Put options by funds: $1.01B

Holders
604
Holders Change
-52
Holders Change %
-7.93%
% of All Funds
13.31%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
81
Increased
214
Reduced
250
Closed
122
Calls
$149M
Puts
$1.01B
Net Calls
-$865M
Net Calls Change
-$974M
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
176
Wharton Business Group
Pennsylvania
$3.29M
VC
177
Vicus Capital
Pennsylvania
$3.28M +$658K +5,964 +21%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$3.17M -$1.07M -9,726 -23%
VFA
179
Voya Financial Advisors
Connecticut
$3.14M -$588K -5,332 -14%
WI
180
WrapManager Inc
California
$3.13M -$189K -1,714 -5%
KWA
181
KCS Wealth Advisory
California
$3.12M +$117K +1,064 +3%
WI
182
Wintrust Investments
Illinois
$3.02M +$1.08M +9,770 +45%
CC
183
Copperleaf Capital
North Carolina
$2.94M +$1.12M +10,201 +50%
ACA
184
Ackerman Capital Advisors
Texas
$2.9M +$3.3M +29,948 New
AWMG
185
Alliance Wealth Management Group
New Jersey
$2.89M +$367K +3,325 +13%
LGWM
186
Litman Gregory Wealth Management
California
$2.87M -$563K -5,108 -15%
BCM
187
Brookstone Capital Management
Illinois
$2.86M +$524K +4,750 +19%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$2.79M +$3.18M +28,870 New
NSB
189
Norway Savings Bank
Maine
$2.77M +$31.5K +286 +1%
SMFG
190
Sumitomo Mitsui Financial Group
Japan
$2.75M +$803K +7,281 +34%
SFA
191
Semmax Financial Advisors
North Carolina
$2.72M +$3.1M +28,142 New
NA
192
NewEdge Advisors
Louisiana
$2.6M -$1.74M -15,758 -37%
IWP
193
Insight Wealth Partners
Texas
$2.6M -$510K -4,629 -15%
MA
194
Mutual Advisors
Nebraska
$2.59M -$40.5K -367 -1%
RFC
195
Regions Financial Corp
Alabama
$2.52M +$1.9M +17,240 +195%
EWA
196
EP Wealth Advisors
California
$2.52M -$2.14M -19,455 -43%
BCM
197
Bluefin Capital Management
New York
$2.48M -$1.94M -17,626 -41%
HF
198
HRT Financial
New York
$2.45M +$2.54M +23,015 +973%
MPPLM
199
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.37M +$42.4K +385 +2%
Northern Trust
200
Northern Trust
Illinois
$2.37M +$570K +5,166 +27%

EMB Hedge Fund Activity: Q1 2020 in Review

604 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2020, worth a combined $8.87B — down 27% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of EMB and 81 opened new positions — a net loss of 41 holders — while 250 trimmed existing stakes and 214 added.

The largest buyer was JP Morgan Chase, adding an estimated $561M. The largest seller was Bank of Nova Scotia, cutting an estimated $274M.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2020, down from 656 in Q4 2019.
  • Funds reported $8.87B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2020 and 122 closed out, a net change of -41 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $561M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2020 was Bank of Nova Scotia, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.