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iShares JPMorgan EM Corporate Bond ETF

58 hedge funds and large institutions have $124M invested in iShares JPMorgan EM Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.76% less ownership

Funds ownership: 31.52%29.76% (-1.8%)

6% less funds holding

Funds holding: 6258 (-4)

9% less capital invested

Capital invested by funds: $136M → $124M (-$12.2M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
19
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.08M
MWM
27
Merriman Wealth Management
Washington
$1.06M -$43.3K -1,009 -4%
PFO
28
Pathstone Family Office
New Jersey
$1.02M -$116K -2,697 -10%
NA
29
NewEdge Advisors
Louisiana
$1M -$66.7K -1,553 -6%
PF
30
Phoenix Financial
Israel
$916K +$6.79K +158 +0.7%
OC
31
Oppenheimer & Co
New York
$902K +$139K +3,248 +17%
GC
32
Guggenheim Capital
Illinois
$828K +$47.7K +1,111 +6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$716K -$187K -4,359 -20%
Prudential Financial
34
Prudential Financial
New Jersey
$678K
AFO
35
Allie Family Office
Florida
$661K
DAS
36
Dynamic Advisor Solutions
Arizona
$652K -$16K -372 -2%
SFG
37
StrategIQ Financial Group
Indiana
$602K -$112K -2,604 -15%
Truist Financial
38
Truist Financial
North Carolina
$591K -$189K -4,400 -24%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$478K -$773K -18,010 -61%
SWM
40
Selective Wealth Management
Virginia
$446K -$70.8K -1,649 -13%
BS
41
Banco Santander
Spain
$397K -$1.39M -32,420 -77%
Creative Planning
42
Creative Planning
Kansas
$375K -$11.9K -278 -3%
Osaic Holdings
43
Osaic Holdings
Arizona
$366K -$18.9K -439 -5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$260K -$1.55M -36,112 -85%
HWM
45
Howard Wealth Management
Connecticut
$243K +$253K +5,883 New
UIA
46
UBP Investment Advisors
Switzerland
$230K
AWM
47
Ameliora Wealth Management
Switzerland
$227K +$239K +5,558 New
CF
48
Centaurus Financial
California
$170K -$3.52K -82 -2%
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$141K +$9.02K +210 +7%
AAM
50
Advisors Asset Management
Colorado
$61K +$63.6K +1,482 New

CEMB Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q3 2022, worth a combined $124M — down 8.9% from $136M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CEMB and 5 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 19 added.

The largest buyer was Act Wealth Management, opening a new position worth an estimated $13.5M. The largest seller was Jane Street, exiting entirely with an estimated $8.97M sold.

  • 58 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q3 2022, down from 62 in Q2 2022.
  • Funds reported $124M of iShares JPMorgan EM Corporate Bond ETF stock for Q3 2022, down 8.9% quarter-over-quarter.
  • 5 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of -3 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q3 2022 was Act Wealth Management, an estimated $13.5M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $8.97M sold.

Based on aggregated 13F filings for Q3 2022.