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iShares JPMorgan USD Emerging Markets Bond ETF

260 hedge funds and large institutions have $3.32B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2014 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

35% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 81

2% more funds holding

Funds holding: 254260 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1% less capital invested

Capital invested by funds: $3.35B → $3.32B (-$33.9M)

4.42% less ownership

Funds ownership: 59.74%55.32% (-4.4%)

70% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $4.25M

Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
32
Increased
109
Reduced
81
Closed
23
Calls
$1.29M
Puts
$4.25M
Net Calls
-$2.97M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$519M +$527K +4,597 New
Wells Fargo
2
Wells Fargo
California
$348M +$6.21M +54,155 +2%
UBS AM
3
UBS AM
Illinois
$286M
Morgan Stanley
4
Morgan Stanley
New York
$198M -$45.3M -394,953 -18%
Bank of America
5
Bank of America
North Carolina
$148M +$4.33M +37,748 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$122M -$365M -3,184,201 -75%
U
7
UBS
Switzerland
$91.8M -$7.8M -68,034 -8%
Jane Street
8
Jane Street
New York
$75.1M +$61.5M +536,931 +419%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$74.3M -$2.74M -23,888 -4%
Goldman Sachs
10
Goldman Sachs
New York
$68.9M +$10.1M +88,092 +17%
CC
11
Curian Capital
Colorado
$66.8M -$18.4M -160,364 -21%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$62M +$3.96M +34,529 +7%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$60M +$3.34M +29,150 +6%
AssetMark Inc
14
AssetMark Inc
California
$55.1M +$18.3M +159,679 +49%
Prudential Financial
15
Prudential Financial
New Jersey
$52.1M
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$45.9M +$7.8M +68,026 +20%
RJA
17
Raymond James & Associates
Florida
$44.9M +$3.19M +27,829 +8%
US Bancorp
18
US Bancorp
Minnesota
$44.5M -$2.58M -22,526 -5%
BlackRock
19
BlackRock
New York
$43.7M -$7.4M -64,557 -14%
BG
20
BlackRock Group
United Kingdom
$39.1M -$61.5M -536,447 -61%
LPL Financial
21
LPL Financial
California
$38.6M +$979K +8,542 +3%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$34.9M -$1.4M -12,200 -4%
Deutsche Bank
23
Deutsche Bank
Germany
$32.2M +$18.8M +163,620 +134%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$31.4M +$5.52M +48,153 +21%
CS
25
Credit Suisse
Switzerland
$23.3M -$19.9M -173,946 -46%

EMB Hedge Fund Activity: Q3 2014 in Review

260 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2014, worth a combined $3.32B — down 1% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EMB positions and 23 closed out — a net gain of 9 holders — while 109 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $61.5M. The largest seller was JP Morgan Chase, cutting an estimated $365M.

  • 260 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2014, up from 254 in Q2 2014.
  • Funds reported $3.32B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2014, down 1% quarter-over-quarter.
  • 32 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2014 and 23 closed out, a net change of +9 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2014 was Jane Street, an estimated $61.5M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2014 was JP Morgan Chase, an estimated $365M sold.

Based on aggregated 13F filings for Q3 2014.