We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

666 hedge funds and large institutions have $10.4B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 286 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 77.12%77.63% (+0.51%)

0% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 81

3% less capital invested

Capital invested by funds: $10.7B → $10.4B (-$304M)

2% less funds holding

Funds holding: 680666 (-14)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

23% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 286

58% less call options, than puts

Call options by funds: $931M | Put options by funds: $2.22B

Holders
666
Holders Change
-14
Holders Change %
-2.06%
% of All Funds
11.47%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.55%
New
81
Increased
221
Reduced
286
Closed
81
Calls
$931M
Puts
$2.22B
Net Calls
-$1.29B
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Aletheian Wealth Advisors
Washington
$1.2M -$42.5K -497 -3%
HWM
277
HB Wealth Management
Georgia
$1.19M +$1.29M +15,035 New
FIA
278
Foundations Investment Advisors
Arizona
$1.17M +$178K +2,077 +16%
PIMG
279
Patriot Investment Management Group
Tennessee
$1.16M +$105K +1,234 +9%
FSA
280
Financial Sense Advisors
California
$1.13M +$52.1K +610 +4%
WOSD
281
WFA of San Diego
California
$1.13M -$41.3K -483 -3%
CHC
282
City Holding Co
West Virginia
$1.12M -$169K -1,977 -12%
TSA
283
Tri-Star Advisors
Texas
$1.12M +$54.3K +635 +5%
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$1.11M +$85.5K +1,000 +8%
IP
285
Intellectus Partners
California
$1.07M +$18.4K +215 +2%
LG
286
Leuthold Group
Minnesota
$1.06M -$2.08M -24,361 -65%
SW
287
Simplicity Wealth
New Jersey
$1.05M -$5.04K -59 -0.4%
PCM
288
Parsons Capital Management
Rhode Island
$1.02M -$49.3K -577 -4%
SIA
289
Soltis Investment Advisors
Utah
$1.01M +$104K +1,221 +11%
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$1M -$425K -4,970 -28%
SWRP
291
Summit Wealth & Retirement Planning
California
$1M
Lido Advisors
292
Lido Advisors
California
$1M +$17.7K +207 +2%
MHR
293
Matthew Hamilton Rosenberg
$1M -$112K -1,313 -9%
BC
294
Burleson & Co
California
$998K +$19K +222 +2%
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
$997K -$929K -10,866 -46%
CFGS
296
Concourse Financial Group Securities
Alabama
$992K -$383K -4,481 -26%
UA
297
Unison Advisors
District of Columbia
$989K +$244K +2,853 +30%
FIM
298
Freedom Investment Management
Connecticut
$961K -$16.5K -193 -2%
BA
299
Ballew Advisors
Mississippi
$958K +$18.5K +216 +2%
HGWM
300
Horst & Graben Wealth Management
Oregon
$946K +$131K +1,533 +15%

EMB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2022, worth a combined $10.4B — down 2.8% from $10.7B a quarter earlier.

Fund positioning in EMB was balanced in Q3 2022: 81 funds opened new positions, 81 closed out, 221 added to existing stakes and 286 trimmed.

The largest buyer was Commonwealth of Pennsylvania Public School Employees Retirement System, adding an estimated $491M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $337M sold.

  • 666 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2022, down from 680 in Q2 2022.
  • Funds reported $10.4B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2022 and 81 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2022 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $491M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2022 was Alaska Permanent Fund, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.