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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
PA
201
PFG Advisors
Arizona
$2.31M -$64.9K -589 -2%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$2.29M +$150K +1,358 +6%
1IA
203
1834 Investment Advisors
Wisconsin
$2.27M -$1.09M -9,928 -30%
WP
204
WealthSource Partners
California
$2.25M -$2.32M -21,057 -48%
IWC
205
Integrated Wealth Concepts
Massachusetts
$2.23M -$555K -5,031 -18%
MWA
206
Martel Wealth Advisors
Washington
$2.23M -$246K -2,230 -9%
MFM
207
Mirsky Financial Management
New York
$2.21M +$1.92M +17,414 +317%
DY
208
Dowling & Yahnke
California
$2.21M -$344K -3,123 -12%
SFS
209
Sowell Financial Services
Arkansas
$2.19M -$852K -7,728 -25%
PPP
210
Private Portfolio Partners
New Jersey
$2.17M +$138K +1,253 +6%
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$2.09M -$11.8M -107,330 -83%
MBT
212
Montecito Bank & Trust
California
$2.08M -$842K -7,637 -26%
IP
213
Intellectus Partners
California
$2.08M -$166K -1,503 -7%
SWP
214
Stratos Wealth Partners
Ohio
$2.06M +$848K +7,696 +56%
SPC
215
Sigma Planning Corp
Michigan
$2.05M -$79.7K -723 -3%
CB
216
Commerce Bank
Missouri
$2.02M +$82K +744 +4%
EP
217
EPIQ Partners
Minnesota
$2.02M
HR
218
Hardy Reed
Mississippi
$2M -$122K -1,103 -5%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$1.46M +13,268 +193%
NPP
220
New Potomac Partners
Maryland
$1.97M -$3.86K -35 -0.2%
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$1.97M +$121K +1,100 +6%
HCM
222
HMS Capital Management
Tennessee
$1.97M -$320K -2,900 -12%
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$1.95M +$2.22M +20,168 New
ACS
224
Archford Capital Strategies
Illinois
$1.93M +$978K +8,875 +80%
AP
225
Agilis Partners
Massachusetts
$1.83M -$296K -2,683 -12%

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.