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iShares JPMorgan EM Corporate Bond ETF

72 hedge funds and large institutions have $188M invested in iShares JPMorgan EM Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

6% more funds holding

Funds holding: 6872 (+4)

0.91% more ownership

Funds ownership: 44.9%45.81% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $199M → $188M (-$11M)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
29
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Act Wealth Management
Texas
$19.8M +$606K +13,453 +3%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$17.7M +$11.6M +256,331 +179%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$17.2M +$1.12M +24,866 +8%
B
4
Barings
North Carolina
$14.7M -$4.45M -98,605 -23%
DC
5
Dorval Corp
Minnesota
$13M +$696K +15,434 +6%
Citigroup
6
Citigroup
New York
$11.9M +$1.19M +26,445 +11%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$9.63M -$9.86M -218,638 -50%
UBS Group
8
UBS Group
Switzerland
$9.43M +$462K +10,244 +5%
LWL
9
Leo Wealth LLC
Texas
$7.64M -$192K -4,270 -2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$7.12M -$839K -18,610 -10%
BlackRock
11
BlackRock
New York
$5.82M -$2.99M -66,315 -34%
SC
12
Scotia Capital
Ontario, Canada
$4.87M -$1.88M -41,741 -28%
ACA
13
Aptus Capital Advisors
Alabama
$4.47M +$4.54M +100,717 New
Morgan Stanley
14
Morgan Stanley
New York
$3.62M +$21.7K +482 +0.6%
DK
15
David Kennon
Florida
$3.27M +$54.6K +1,212 +2%
PF
16
Phoenix Financial
Israel
$3.25M +$68.3K +1,516 +2%
Jane Street
17
Jane Street
New York
$3.12M +$1.76M +39,081 +125%
OMC
18
Old Mission Capital
Illinois
$3.07M +$3.12M +69,209 New
NAMNJ
19
NorthStar Asset Management (New Jersey)
New Jersey
$2.64M +$242K +5,358 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.51M +$23.8K +527 +0.9%
OC
21
Oppenheimer & Co
New York
$2.12M +$70K +1,553 +3%
RWP
22
RWA Wealth Partners
Massachusetts
$1.84M -$13.5K -300 -0.7%
LPL Financial
23
LPL Financial
California
$1.59M -$87.6K -1,943 -5%
OAM
24
Oppenheimer Asset Management
New York
$1.28M +$40.2K +891 +3%
BWM
25
Bulltick Wealth Management
Florida
$1.17M +$28.2K +625 +2%

CEMB Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q4 2024, worth a combined $188M — down 5.5% from $199M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CEMB positions and 6 closed out — a net gain of 6 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $11.6M. The largest seller was CIBC Asset Management, cutting an estimated $9.86M.

  • 72 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $188M of iShares JPMorgan EM Corporate Bond ETF stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 12 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +6 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q4 2024 was Mackenzie Financial, an estimated $11.6M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q4 2024 was CIBC Asset Management, an estimated $9.86M sold.

Based on aggregated 13F filings for Q4 2024.