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iShares JPMorgan USD Emerging Markets Bond ETF

787 hedge funds and large institutions have $14.8B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 327 increasing their positions, 220 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 105

49% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 220

7% more funds holding

Funds holding: 737787 (+50)

0.6% more ownership

Funds ownership: 73.93%74.53% (+0.6%)

0% less capital invested

Capital invested by funds: $14.8B → $14.8B (-$24M)

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

79% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.81B

Holders
787
Holders Change
+50
Holders Change %
+6.78%
% of All Funds
12.11%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.74%
New
164
Increased
327
Reduced
220
Closed
105
Calls
$585M
Puts
$2.81B
Net Calls
-$2.22B
Net Calls Change
-$633M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Horizon Investments
North Carolina
$3.16M -$25.5M -233,882 -89%
RIA
252
Regal Investment Advisors
Michigan
$3.08M +$683K +6,260 +29%
SFA
253
Semmax Financial Advisors
North Carolina
$3.05M +$12.7K +116 +0.4%
G
254
GenTrust
Florida
$3M +$341K +3,125 +12%
CFGS
255
Concourse Financial Group Securities
Alabama
$2.99M +$134K +1,225 +5%
TF
256
Trek Financial
Arizona
$2.98M -$1.7M -15,599 -36%
DY
257
Dowling & Yahnke
California
$2.97M -$233K -2,139 -7%
SIM
258
SSI Investment Management
California
$2.96M +$120K +1,100 +4%
RFC
259
Regions Financial Corp
Alabama
$2.96M -$18K -165 -0.6%
5L
260
55I LLC
Massachusetts
$2.94M +$1.1M +10,117 +60%
WI
261
WrapManager Inc
California
$2.89M -$273K -2,503 -9%
RWB
262
RMR Wealth Builders
New Jersey
$2.87M +$2.87M +26,335 New
CAN
263
Cetera Advisor Networks
California
$2.81M +$524K +4,803 +23%
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$2.74M -$205K -1,880 -7%
WB
265
WesBanco Bank
West Virginia
$2.73M +$603K +5,529 +28%
ACM
266
Ascendant Capital Management
California
$2.73M -$1.2M -11,000 -31%
Vontobel Holding
267
Vontobel Holding
Switzerland
$2.67M +$873K +8,000 +49%
NFG
268
Next Financial Group
Texas
$2.67M +$159K +1,458 +6%
AWM
269
Activest Wealth Management
Florida
$2.66M +$1.96M +17,982 +279%
NL
270
NWAM LLC
Washington
$2.65M +$543K +4,973 +26%
NPP
271
New Potomac Partners
Maryland
$2.65M +$71.5K +655 +3%
Comerica Bank
272
Comerica Bank
Texas
$2.63M -$118K -1,081 -4%
MFM
273
Mirsky Financial Management
New York
$2.62M +$44.8K +411 +2%
AP
274
Agilis Partners
Massachusetts
$2.52M +$132K +1,214 +6%
Bank Julius Baer & Co
275
Bank Julius Baer & Co
Switzerland
$2.52M -$10.2M -93,117 -80%

EMB Hedge Fund Activity: Q4 2021 in Review

787 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2021, worth a combined $14.8B — down 0.16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new EMB positions and 105 closed out — a net gain of 59 holders — while 327 added to existing stakes and 220 trimmed.

The largest buyer was Citigroup, adding an estimated $184M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 787 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2021, up from 737 in Q3 2021.
  • Funds reported $14.8B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2021, down 0.16% quarter-over-quarter.
  • 164 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2021 and 105 closed out, a net change of +59 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2021 was Citigroup, an estimated $184M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2021.