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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
CW
276
CreativeOne Wealth
Kansas
$2.46M +$1.15M +10,574 +89%
BCP
277
Blackhawk Capital Partners
Wisconsin
$2.44M +$2.44M +22,323 New
IC
278
Inscription Capital
Texas
$2.43M -$235K -2,158 -9%
DB
279
Dravo Bay
Delaware
$2.41M +$2.5M +22,952 New
Allspring Global Investments
280
Allspring Global Investments
North Carolina
$2.4M +$2.4M +22,000 New
LPP
281
Life Planning Partners
Florida
$2.39M +$2.39M +21,921 New
EWA
282
Exencial Wealth Advisors
Oklahoma
$2.38M +$2.38M +21,857 New
NAM
283
Newfleet Asset Management
Connecticut
$2.38M
IAN
284
Integrated Advisors Network
Texas
$2.3M +$751K +6,884 +49%
COCM
285
Charter Oak Capital Management
New Hampshire
$2.29M -$341K -3,127 -13%
VPW
286
Vericrest Private Wealth
Pennsylvania
$2.29M +$2.29M +21,036 New
FAIM
287
Financial Advocates Investment Management
Washington
$2.25M +$118K +1,083 +6%
D
288
Diversified
Delaware
$2.23M -$235K -2,156 -10%
CPO
289
Cerity Partners OCIO
New York
$2.19M +$164K +1,505 +8%
GM
290
GeoWealth Management
Illinois
$2.18M +$557K +5,102 +34%
QFA
291
Quattro Financial Advisors
Texas
$2.18M -$5.47M -50,098 -71%
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$2.16M +$2.16M +19,810 New
AI
293
Atria Investments
North Carolina
$2.13M -$6.86M -62,909 -76%
MMHP
294
Murphy Middleton Hinkle & Parker
Georgia
$2.09M -$25.7K -236 -1%
PFS
295
Prospera Financial Services
Texas
$2.09M -$37.9K -347 -2%
VC
296
Veery Capital
Delaware
$2.08M +$127K +1,166 +7%
MCWS
297
McKinley Carter Wealth Services
West Virginia
$2.08M +$436K +3,997 +27%
D.E. Shaw & Co
298
D.E. Shaw & Co
New York
$2.07M +$2.08M +19,020 New
SAS
299
Sage Advisory Services
Texas
$2.07M -$1.45M -13,274 -41%
HHRDM
300
H&H Retirement Design & Management
Nevada
$2.07M +$2.28M +20,927 New

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.