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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
Wells Fargo
1
Wells Fargo
California
$1.18B -$100M -885,286 -8%
UBS Group
2
UBS Group
Switzerland
$655M +$10.5M +93,036 +2%
PM
3
Pharo Management
New York
$621M +$613M +5,425,000 New
Betterment LLC
4
Betterment LLC
New York
$535M +$69.6M +616,430 +15%
BlackRock
5
BlackRock
New York
$531M +$51.8M +458,181 +11%
Citigroup
6
Citigroup
New York
$420M -$67.7M -599,002 -14%
AB
7
Aozora Bank
Japan
$417M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$351M +$18.6M +164,738 +6%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$332M +$31.7M +280,489 +11%
Wealthfront Advisers
10
Wealthfront Advisers
California
$290M +$32.1M +284,099 +13%
AHSSHC
11
Adventist Health System Sunbelt Healthcare Corp
Florida
$283M +$39.1M +346,411 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$283M +$39.3M +347,840 +16%
Morgan Stanley
13
Morgan Stanley
New York
$280M -$37.6M -332,924 -12%
LPL Financial
14
LPL Financial
California
$272M +$19.8M +175,124 +8%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214M +$8.78M +77,674 +4%
SEI Investments
16
SEI Investments
Pennsylvania
$202M +$10.4M +92,030 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$195M +$192M +1,700,000 New
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$189M -$77.1M -682,467 -29%
Victory Capital Management
19
Victory Capital Management
Texas
$186M -$737K -6,522 -0.4%
BA
20
Bridgewater Associates
Connecticut
$150M -$3.4M -30,120 -2%
Barclays
21
Barclays
United Kingdom
$146M -$6.39M -56,552 -4%
USAA
22
United Services Automobile Association
Texas
$142M +$8.4M +74,356 +6%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$141M -$8.41M -74,473 -6%
Ameriprise
24
Ameriprise
Minnesota
$134M +$10.6M +94,084 +9%
CSIA
25
Charles Schwab Investment Advisory
California
$131M -$3.42M -30,305 -3%