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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
VVP
326
Venture Visionary Partners
Ohio
$1.67M -$69.6K -638 -4%
LCWP
327
Legacy Capital Wealth Partners
Arkansas
$1.65M +$139K +1,272 +9%
LWAC
328
Laurel Wealth Advisors (California)
California
$1.64M +$989K +9,069 +151%
RPSA
329
Richard P. Slaughter Associates
Texas
$1.64M +$650K +5,960 +66%
CM
330
Columbus Macro
Pennsylvania
$1.63M -$151K -1,381 -8%
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$1.63M +$62.7K +575 +4%
LF
332
Lee Financial
Texas
$1.62M
HAS
333
Holland Advisory Services
Florida
$1.58M +$1.58M +14,477 New
IP
334
Intellectus Partners
California
$1.52M -$290K -2,662 -16%
WJA
335
Willis Johnson & Associates
Texas
$1.51M +$96.4K +884 +7%
SWRP
336
Summit Wealth & Retirement Planning
California
$1.51M -$194K -1,778 -11%
MHR
337
Matthew Hamilton Rosenberg
$1.5M +$1.12M +10,298 +298%
EP
338
EPIQ Partners
Minnesota
$1.48M +$21.8K +200 +1%
SWP
339
Stratos Wealth Partners
Ohio
$1.48M +$69.8K +640 +5%
ACP
340
Arcus Capital Partners
Georgia
$1.48M +$11.6K +106 +0.8%
CCA
341
Column Capital Advisors
Indiana
$1.47M +$250K +2,287 +20%
BAMG
342
Brand Asset Management Group
Missouri
$1.46M +$19.6K +180 +1%
JC
343
JB Capital
Connecticut
$1.46M +$1.46M +13,354 New
BFEC
344
Benjamin F. Edwards & Company
Missouri
$1.45M +$40.6K +372 +3%
WGCA
345
Wolf Group Capital Advisors
Virginia
$1.45M +$1.02M +9,361 +236%
SCA
346
Stokes Capital Advisors
South Carolina
$1.44M -$102K -936 -7%
HBT
347
Heartland Bank & Trust
Illinois
$1.43M +$1.43M +13,147 New
MFG
348
MidWestOne Financial Group
Iowa
$1.42M +$312K +2,863 +28%
DC
349
Davenport & Co
Virginia
$1.41M +$39.3K +360 +3%
VC
350
Vicus Capital
Pennsylvania
$1.4M -$3.44M -31,504 -70%

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.