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iShares JPMorgan EM Corporate Bond ETF

58 hedge funds and large institutions have $125M invested in iShares JPMorgan EM Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12.94% more ownership

Funds ownership: 29.76%42.7% (+13%)

1% more capital invested

Capital invested by funds: $124M → $125M (+$1.29M)

0% more funds holding

Funds holding: 5858 (0)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
25
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$859K +$154K +3,690 +23%
GC
27
Guggenheim Capital
Illinois
$837K -$19.6K -470 -2%
AFO
28
Allie Family Office
Florida
$735K +$49.6K +1,190 +7%
SFG
29
StrategIQ Financial Group
Indiana
$675K +$50K +1,199 +8%
DAS
30
Dynamic Advisor Solutions
Arizona
$655K -$18.7K -448 -3%
Truist Financial
31
Truist Financial
North Carolina
$615K +$3.75K +90 +0.6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$498K +$2.92K +70 +0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$421K -$312K -7,486 -43%
BS
34
Banco Santander
Spain
$411K
Osaic Holdings
35
Osaic Holdings
Arizona
$325K -$52.6K -1,260 -14%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$308K +$38K +910 +14%
BWM
37
Bulltick Wealth Management
Florida
$291K +$284K +6,796 New
NA
38
NewEdge Advisors
Louisiana
$289K -$166K -3,970 -16%
LPL Financial
39
LPL Financial
California
$266K -$1.11M -26,534 -81%
AWM
40
Ameliora Wealth Management
Switzerland
$238K
AFG
41
Arkansas Financial Group
Arkansas
$220K +$215K +5,152 New
CF
42
Centaurus Financial
California
$180K +$3.59K +86 +2%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$160K +$13.8K +330 +10%
HWMA
44
Heritage Wealth Management (Arizona)
Arizona
$101K +$43.1K +1,034 +78%
AAM
45
Advisors Asset Management
Colorado
$75.1K +$11.5K +275 +19%
HIIFS
46
Harel Insurance Investments & Financial Services
Israel
$53K +$52.2K +1,250 New
MCC
47
Money Concepts Capital
Florida
$25.7K +$25.1K +601 New
AF
48
Allworth Financial
California
$25.7K -$3.67K -88 -13%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$21.4K -$38K -912 -65%
PIMG
50
Patriot Investment Management Group
Tennessee
$21.3K +$20K +480 New

CEMB Hedge Fund Activity: Q4 2022 in Review

58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q4 2022, worth a combined $125M — up 1% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CEMB positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $9.04M. The largest seller was Morgan Stanley, cutting an estimated $8.62M.

  • 58 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $125M of iShares JPMorgan EM Corporate Bond ETF stock for Q4 2022, up 1% quarter-over-quarter.
  • 10 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +2 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q4 2022 was Jane Street, an estimated $9.04M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2022.