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iShares JPMorgan USD Emerging Markets Bond ETF

282 hedge funds and large institutions have $2.8B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

4% more funds holding

Funds holding: 272282 (+10)

0% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 93

6.61% less ownership

Funds ownership: 66.25%59.65% (-6.6%)

7% less capital invested

Capital invested by funds: $3B → $2.8B (-$208M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

52% less call options, than puts

Call options by funds: $95.1M | Put options by funds: $200M

Holders
282
Holders Change
+10
Holders Change %
+3.68%
% of All Funds
7.51%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
46
Increased
93
Reduced
93
Closed
34
Calls
$95.1M
Puts
$200M
Net Calls
-$105M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$371M -$29.7M -267,427 -7%
Morgan Stanley
2
Morgan Stanley
New York
$237M +$34.5M +310,812 +17%
BIT
3
BlackRock Institutional Trust
California
$207M +$81.1M +730,013 +65%
Bank of America
4
Bank of America
North Carolina
$143M -$23.2M -208,811 -14%
WIM
5
Windhaven Investment Management
Massachusetts
$122M +$121M +1,089,149 +39,678%
UBS Group
6
UBS Group
Switzerland
$89.8M -$13.1M -118,302 -13%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$73.1M +$13.5M +121,404 +23%
UBS AM
8
UBS AM
Illinois
$72.6M
TAIM
9
TD Ameritrade Investment Management
Nebraska
$69.1M +$3.46M +31,172 +5%
Goldman Sachs
10
Goldman Sachs
New York
$66.7M -$87.3M -786,372 -57%
US Bancorp
11
US Bancorp
Minnesota
$60.4M +$5.29M +47,625 +10%
Prudential Financial
12
Prudential Financial
New Jersey
$58.8M -$888K -8,000 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$52.2M +$2.39M +21,543 +5%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$49.3M +$32.7M +294,318 +202%
CC
15
Curian Capital
Colorado
$46.5M -$26.8M -241,395 -37%
BIM
16
BlackRock Investment Management
Delaware
$44.9M +$5.9M +53,152 +15%
BCI
17
Brinker Capital Investments
Pennsylvania
$40.1M +$1.16M +10,435 +3%
BG
18
BlackRock Group
United Kingdom
$38.8M
BlackRock
19
BlackRock
New York
$38.1M -$2.71M -24,431 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$34.2M +$3.2M +28,816 +10%
CS
21
Credit Suisse
Switzerland
$29M -$47.7M -429,344 -62%
AssetMark Inc
22
AssetMark Inc
California
$28.6M -$16.1M -144,967 -36%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$28.5M +$8.28M +74,554 +42%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$26.3M -$1.14M -10,300 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$25.2M +$6.34M +57,068 +34%

EMB Hedge Fund Activity: Q1 2015 in Review

282 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2015, worth a combined $2.8B — down 6.9% from $3B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EMB positions and 34 closed out — a net gain of 12 holders — while 93 added to existing stakes and 93 trimmed.

The largest buyer was Windhaven Investment Management, adding an estimated $121M. The largest seller was Citigroup, cutting an estimated $89.1M.

  • 282 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2015, up from 272 in Q4 2014.
  • Funds reported $2.8B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2015, down 6.9% quarter-over-quarter.
  • 46 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2015 and 34 closed out, a net change of +12 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2015 was Windhaven Investment Management, an estimated $121M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2015 was Citigroup, an estimated $89.1M sold.

Based on aggregated 13F filings for Q1 2015.