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iShares JPMorgan USD Emerging Markets Bond ETF

281 hedge funds and large institutions have $3.02B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2015 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% more ownership

Funds ownership: 63.18%66.28% (+3.1%)

4% less funds holding

Funds holding: 294281 (-13)

11% less capital invested

Capital invested by funds: $3.38B → $3.02B (-$364M)

16% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 49

20% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $77.6M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

28% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 119

Holders
281
Holders Change
-13
Holders Change %
-4.42%
% of All Funds
7.84%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
41
Increased
86
Reduced
119
Closed
49
Calls
$62.4M
Puts
$77.6M
Net Calls
-$15.2M
Net Calls Change
-$7.79M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$405M +$401M +3,705,640 +3,756%
Wells Fargo
2
Wells Fargo
California
$381M -$8.92M -82,349 -2%
Morgan Stanley
3
Morgan Stanley
New York
$206M -$54.6M -504,196 -21%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$161M +$280K +2,583 +0.2%
Bank of America
5
Bank of America
North Carolina
$115M -$35M -322,849 -23%
Goldman Sachs
6
Goldman Sachs
New York
$110M +$87.8M +809,931 +366%
WIM
7
Windhaven Investment Management
Massachusetts
$103M -$9.65M -89,102 -8%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$98.7M +$2.79M +25,780 +3%
UBS AM
9
UBS AM
Illinois
$73M
UBS Group
10
UBS Group
Switzerland
$71.2M -$8.98M -82,889 -11%
US Bancorp
11
US Bancorp
Minnesota
$55.7M -$3.22M -29,741 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$51.3M +$1.37M +12,608 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$48.4M -$2.69M -24,792 -5%
MWM
14
Modera Wealth Management
New Jersey
$46.1M +$23M +211,828 +96%
Prudential Financial
15
Prudential Financial
New Jersey
$38.8M -$17.3M -159,500 -30%
BCI
16
Brinker Capital Investments
Pennsylvania
$38.7M +$482K +4,448 +1%
BIM
17
BlackRock Investment Management
Delaware
$37.1M -$1.31M -12,075 -3%
BG
18
BlackRock Group
United Kingdom
$36.8M
Ameriprise
19
Ameriprise
Minnesota
$36.4M -$6.33M -58,443 -15%
BlackRock
20
BlackRock
New York
$36.2M -$4.03M -37,236 -10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$35.4M -$3.2M -29,522 -8%
SEI Investments
22
SEI Investments
Pennsylvania
$34.6M +$3.66M +33,800 +12%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$34.4M +$35M +323,400 New
W
24
Wealthfront
California
$33.1M +$4.26M +39,311 +14%
ERSOT
25
Employees Retirement System of Texas
Texas
$31.9M

EMB Hedge Fund Activity: Q3 2015 in Review

281 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2015, worth a combined $3.02B — down 11% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EMB and 41 opened new positions — a net loss of 8 holders — while 119 trimmed existing stakes and 86 added.

The largest buyer was JP Morgan Chase, adding an estimated $401M. The largest seller was BlackRock Institutional Trust, cutting an estimated $181M.

  • 281 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2015, down from 294 in Q2 2015.
  • Funds reported $3.02B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2015, down 11% quarter-over-quarter.
  • 41 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2015 and 49 closed out, a net change of -8 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2015 was JP Morgan Chase, an estimated $401M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2015 was BlackRock Institutional Trust, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2015.