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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
Prudential Financial
326
Prudential Financial
New Jersey
$745K -$324K -3,792 -29%
EWA
327
Evolution Wealth Advisors
Florida
$742K -$2.27M -26,583 -74%
EWM
328
Edge Wealth Management
New York
$739K
SI
329
Stephens Inc
Arkansas
$736K +$54.7K +640 +7%
APA
330
American Portfolios Advisors
New York
$730K -$32.9K -385 -4%
UFA
331
US Financial Advisors
Massachusetts
$725K +$80.6K +943 +12%
BTI
332
Blue Trust Inc
Georgia
$722K -$30.1K -352 -4%
VWA
333
Visionary Wealth Advisors
Illinois
$719K -$36.5K -427 -5%
MLA
334
My Legacy Advisors
Oregon
$702K -$367K -4,289 -32%
LA
335
LexAurum Advisors
Kansas
$701K +$355K +4,155 +89%
SFM
336
Signet Financial Management
New Jersey
$700K -$3.42K -40 -0.5%
SA
337
Sunesis Advisors
Kansas
$699K -$7.69K -90 -1%
4FG
338
4Thought Financial Group
New York
$696K -$17.8K -208 -2%
FFWM
339
Future Financial Wealth Management
Ohio
$687K -$26.9K -315 -4%
BWM
340
BerganKDV Wealth Management
Minnesota
$687K +$133K +1,557 +22%
FAM
341
Forte Asset Management
New York
$676K +$173K +2,028 +31%
VHAM
342
Van Hulzen Asset Management
California
$667K -$1.45K -17 -0.2%
BCI
343
Brinker Capital Investments
Pennsylvania
$664K +$16.2K +190 +2%
DI
344
Disciplined Investments
Oklahoma
$663K +$161K +1,886 +29%
TMAM
345
Tokio Marine Asset Management
Japan
$659K
KLI
346
Kelman-Lazarov Inc
Tennessee
$658K +$2.39K +28 +0.3%
BFM
347
Broadview Financial Management
Wisconsin
$655K -$13.1K -153 -2%
SFA
348
Seneca Financial Advisors
New York
$648K +$231K +2,701 +49%
BWA
349
BDO Wealth Advisors
Florida
$640K +$688K +8,049 +73,173%
Creative Planning
350
Creative Planning
Kansas
$638K -$52.4K -613 -7%

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.