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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
ARG
301
Advisory Resource Group
Oklahoma
$2.03M +$424K +3,885 +25%
JW
302
Jenkins Wealth
Colorado
$2.03M +$2.15M +19,713 New
VCA
303
Verdence Capital Advisors
Maryland
$2.02M -$521K -4,771 -20%
Millennium Management
304
Millennium Management
New York
$2.02M -$9.83M -90,085 -83%
SCP
305
Stamos Capital Partners
California
$2.01M +$2.01M +18,400 New
KFAA
306
Klaas Financial Asset Advisors
Illinois
$1.98M +$54.1K +496 +3%
Verition Fund Management
307
Verition Fund Management
Connecticut
$1.96M +$1.96M +18,000 New
XF
308
XML Financial
Maryland
$1.95M +$4.36K +40 +0.2%
SFS
309
Sowell Financial Services
Arkansas
$1.94M -$39.4K -361 -2%
WOSD
310
WFA of San Diego
California
$1.93M +$159K +1,453 +9%
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M +$97.3K +892 +5%
CB
312
Commerce Bank
Missouri
$1.88M +$72.3K +663 +4%
AGA
313
Arkos Global Advisors
Texas
$1.87M -$46K -422 -2%
WCM
314
Wunderlich Capital Managemnt
Tennessee
$1.86M +$58.4K +535 +3%
WP
315
WealthSource Partners
California
$1.86M +$140K +1,280 +8%
CHC
316
City Holding Co
West Virginia
$1.85M +$216K +1,980 +12%
PCA
317
Providence Capital Advisors
North Carolina
$1.84M +$72.2K +662 +4%
HR
318
Hardy Reed
Mississippi
$1.83M
Lazard Asset Management
319
Lazard Asset Management
New York
$1.82M
SPC
320
Sigma Planning Corp
Michigan
$1.76M +$284K +2,602 +19%
SAM
321
Securian Asset Management
Minnesota
$1.75M
CGH
322
Crossmark Global Holdings
Texas
$1.72M
BFC
323
Blue Fin Capital
Rhode Island
$1.7M +$42K +385 +3%
AG
324
Appleton Group
Wisconsin
$1.7M +$1.7M +15,597 New
KM
325
Kalos Management
Georgia
$1.69M +$32.6K +299 +2%

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.