We are live on ! Find out more
EMB icon

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
LNC
201
Lincoln National Corp
Pennsylvania
$2.31M -$2.27M -19,951 -49%
HCM
202
HMS Capital Management
Tennessee
$2.29M +$71.4K +629 +3%
MIAN
203
Mariner Independent Advisor Network
Kansas
$2.26M +$798K +7,026 +54%
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$2.26M -$632K -5,569 -22%
SMFG
205
Sumitomo Mitsui Financial Group
Japan
$2.14M +$652K +5,739 +43%
WCM
206
Windward Capital Management
California
$2.11M +$483K +4,257 +29%
FAAS
207
First Allied Advisory Services
California
$2.1M -$211K -1,857 -9%
WWM
208
Willingdon Wealth Management
North Carolina
$2.03M -$652K -5,737 -24%
WCG
209
Wall Capital Group
Arizona
$2.02M +$525K +4,621 +35%
G
210
GenTrust
Florida
$1.94M +$144K +1,266 +8%
KC
211
KHP Capital
Oklahoma
$1.87M +$23.7K +209 +1%
DY
212
Dowling & Yahnke
California
$1.87M -$68.9K -607 -4%
AII
213
AGF Investments Inc
Ontario, Canada
$1.82M -$200K -1,761 -10%
AWMG
214
Alliance Wealth Management Group
New Jersey
$1.82M +$310K +2,727 +20%
Comerica Bank
215
Comerica Bank
Texas
$1.81M -$850K -7,481 -32%
HPC
216
Hobart Private Capital
North Carolina
$1.8M +$642K +5,653 +55%
PA
217
PFG Advisors
Arizona
$1.78M +$49.2K +433 +3%
GLA
218
Good Life Advisors
Pennsylvania
$1.77M +$103K +903 +6%
SAM
219
Shamrock Asset Management
Texas
$1.75M +$240K +2,117 +15%
CGH
220
Crossmark Global Holdings
Texas
$1.75M
HT
221
HighTower Trust
Texas
$1.75M -$560K -4,929 -24%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$1.73M +$32.6K +287 +2%
DAS
223
Dynamic Advisor Solutions
Arizona
$1.71M +$622K +5,475 +57%
FAIM
224
Financial Advocates Investment Management
Washington
$1.7M +$859K +7,566 +100%
TMAM
225
Tokio Marine Asset Management
Japan
$1.69M

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.