We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

656 hedge funds and large institutions have $12.1B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 290 increasing their positions, 155 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

87% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 155

29% more call options, than puts

Call options by funds: $481M | Put options by funds: $373M

14% more funds holding

Funds holding: 576656 (+80)

6% more capital invested

Capital invested by funds: $11.4B → $12.1B (+$732M)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.73% more ownership

Funds ownership: 75.49%77.23% (+1.7%)

Holders
656
Holders Change
+80
Holders Change %
+13.89%
% of All Funds
12.93%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
148
Increased
290
Reduced
155
Closed
60
Calls
$481M
Puts
$373M
Net Calls
+$109M
Net Calls Change
+$662M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
201
Founders Financial Securities
Maryland
$4.16M -$204K -1,808 -5%
CRC
202
Curi RMB Capital
Illinois
$4.1M -$1.15M -10,208 -22%
KCM
203
Karp Capital Management
California
$4.09M +$4.04M +35,746 New
QFA
204
Quattro Financial Advisors
Texas
$4.01M +$1.43M +12,701 +57%
LGWM
205
Litman Gregory Wealth Management
California
$3.99M +$184K +1,627 +5%
LWPC
206
Legacy Wealth Partners (California)
California
$3.92M +$3.83M +33,928 New
WI
207
WrapManager Inc
California
$3.9M +$127K +1,122 +3%
WBG
208
Wharton Business Group
Pennsylvania
$3.9M
LWA
209
Lineweaver Wealth Advisors
Ohio
$3.87M +$3.82M +33,789 New
BSAM
210
Blue Sky Asset Management
Colorado
$3.87M +$3.82M +33,771 New
1IA
211
1834 Investment Advisors
Wisconsin
$3.83M +$596K +5,273 +19%
WC
212
Whitney & Co
New York
$3.75M +$80.9K +716 +2%
SSG
213
Summit Securities Group
New York
$3.71M +$2.7M +23,900 +281%
RC
214
Rovin Capital
Arizona
$3.64M +$3.59M +31,807 New
IWP
215
Insight Wealth Partners
Texas
$3.62M +$3.57M +31,560 New
KWA
216
KCS Wealth Advisory
California
$3.58M +$357K +3,156 +11%
SWRP
217
Summit Wealth & Retirement Planning
California
$3.57M +$1.81M +16,061 +106%
SW
218
SteelPeak Wealth
California
$3.48M +$3.44M +30,404 New
SFS
219
Sowell Financial Services
Arkansas
$3.48M -$719K -6,368 -17%
OFG
220
Omega Financial Group
California
$3.42M +$96K +850 +3%
CFD
221
Creative Financial Designs
Indiana
$3.35M +$199K +1,757 +6%
CRCM
222
Corbett Road Capital Management
Virginia
$3.34M +$3.3M +29,164 New
MBT
223
Montecito Bank & Trust
California
$3.34M -$660K -5,846 -17%
MUAMU
224
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.31M -$475K -4,200 -13%
FSC
225
Full Sail Capital
Oklahoma
$3.31M +$629K +5,570 +24%