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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

576 hedge funds and large institutions have $11.4B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 254 increasing their positions, 182 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 182

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

1% more funds holding

Funds holding: 568 → 576 (+8)

0% more funds holding in top 10

Funds holding in top 10: 47 → 47 (0)

3% less capital invested

Capital invested by funds: $11.7B → $11.4B (-$321M)

2.24% less ownership

Funds ownership: 77.73% → 75.49% (-2.2%)

70% less call options, than puts

Call options by funds: $234M | Put options by funds: $787M

Holders
576
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
12.63%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
71
Increased
254
Reduced
182
Closed
55
Calls
$234M
Puts
$787M
Net Calls
-$553M
Net Calls Change
+$38.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$292M
2
Citigroup
Citigroup
New York
+$252M
3
LPL Financial
LPL Financial
California
+$193M
4
Victory Capital Management
Victory Capital Management
Texas
+$185M
5
IG
ING Group
Netherlands
+$182M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$572M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$570M
3
JP Morgan Chase
JP Morgan Chase
New York
-$554M
4
CSIA
Charles Schwab Investment Advisory
California
-$180M
5
USAA
United Services Automobile Association
Texas
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
201
Norway Savings Bank
Maine
$2.99M +$25.6K +225 +0.9%
AWMG
202
Alliance Wealth Management Group
New Jersey
$2.98M +$99.9K +878 +3%
RIM
203
Rampart Investment Management
Connecticut
$2.95M +$2.96M +26,007 New
DY
204
Dowling & Yahnke
California
$2.93M -$3.41K -30 -0.1%
BCM
205
Brookstone Capital Management
Illinois
$2.92M -$352K -3,096 -11%
CFGS
206
Concourse Financial Group Securities
Alabama
$2.86M -$5.74M -50,415 -67%
MWA
207
Martel Wealth Advisors
Washington
$2.82M -$36.9K -324 -1%
SS
208
Simplicity Solutions
Minnesota
$2.81M +$2.54M +22,349 +911%
SAM
209
Sompo Asset Management
Japan
$2.75M +$2.75M +24,218 New
CWG
210
Cornerstone Wealth Group
North Carolina
$2.7M -$29.9K -263 -1%
IWC
211
Integrated Wealth Concepts
Massachusetts
$2.69M +$788K +6,929 +41%
MA
212
Mutual Advisors
Nebraska
$2.65M +$1.99M +17,515 +299%
MPPLM
213
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.64M -$23.7K -208 -0.9%
PA
214
PFG Advisors
Arizona
$2.58M +$64.8K +570 +3%
FSC
215
Full Sail Capital
Oklahoma
$2.57M -$151K -1,327 -5%
HCM
216
HMS Capital Management
Tennessee
$2.55M -$91.6K -805 -3%
QFA
217
Quattro Financial Advisors
Texas
$2.52M +$2.53M +22,264 New
HR
218
Hardy Reed
Mississippi
$2.47M +$120K +1,051 +5%
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2.46M +$69.3K +609 +3%
AP
220
Agilis Partners
Massachusetts
$2.46M – – –
WI
221
Wintrust Investments
Illinois
$2.37M +$171K +1,504 +8%
BHWM
222
Bar Harbor Wealth Management
New Hampshire
$2.33M -$143K -1,255 -6%
RSWM
223
Robertson Stephens Wealth Management
California
$2.32M +$754K +6,630 +48%
IP
224
Intellectus Partners
California
$2.3M -$333K -2,923 -13%
PPP
225
Private Portfolio Partners
New Jersey
$2.27M +$292K +2,566 +15%
7 8
9
10 11

EMB Hedge Fund Activity: Q3 2019 in Review

576 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2019, worth a combined $11.4B — down 2.7% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EMB positions and 55 closed out — a net gain of 16 holders — while 254 added to existing stakes and 182 trimmed.

The largest buyer was UBS Group, adding an estimated $292M. The largest seller was Wells Fargo, cutting an estimated $572M.

  • 576 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2019, up from 568 in Q2 2019.
  • Funds reported $11.4B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 71 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2019 and 55 closed out, a net change of +16 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2019 was UBS Group, an estimated $292M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2019 was Wells Fargo, an estimated $572M sold.

Based on aggregated 13F filings for Q3 2019.