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iShares JPMorgan USD Emerging Markets Bond ETF

822 hedge funds and large institutions have $13.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 73

29% more funds holding in top 10

Funds holding in top 10: 2836 (+8)

26% more capital invested

Capital invested by funds: $10.6B → $13.3B (+$2.7B)

10% more funds holding

Funds holding: 744822 (+78)

4.53% more ownership

Funds ownership: 75.88%80.41% (+4.5%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

26% less call options, than puts

Call options by funds: $562M | Put options by funds: $759M

Holders
822
Holders Change
+78
Holders Change %
+10.48%
% of All Funds
11.98%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
167
Increased
275
Reduced
291
Closed
73
Calls
$562M
Puts
$759M
Net Calls
-$197M
Net Calls Change
+$575M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
326
Islay Capital Management
Texas
$1.42M -$1.16M -13,748 -46%
CGH
327
Crossmark Global Holdings
Texas
$1.41M
First Trust Advisors
328
First Trust Advisors
Illinois
$1.39M +$6.49K +77 +0.5%
Tudor Investment Corp
329
Tudor Investment Corp
Connecticut
$1.37M +$1.3M +15,395 New
EWA
330
Evolution Wealth Advisors
Florida
$1.35M +$321K +3,815 +34%
FF
331
Farrell Financial
New York
$1.32M +$1.35M +15,981 New
SMFG
332
Sumitomo Mitsui Financial Group
Japan
$1.31M +$70.3K +835 +6%
CA
333
Continuum Advisory
Idaho
$1.31M +$289K +3,436 +31%
BTI
334
Blue Trust Inc
Georgia
$1.29M -$118K -1,400 -8%
SFS
335
Sowell Financial Services
Arkansas
$1.29M +$1.22M +14,494 New
LPP
336
Life Planning Partners
Florida
$1.29M +$1.22M +14,492 New
USCWA
337
U.S. Capital Wealth Advisors
Texas
$1.28M +$274K +3,255 +29%
AF
338
Advisornet Financial
Minnesota
$1.28M +$246K +2,924 +26%
MC
339
Matisse Capital
Oregon
$1.27M
UA
340
Unison Advisors
District of Columbia
$1.26M +$32.1K +381 +3%
CSWG
341
Cardinal Strategic Wealth Guidance
Kentucky
$1.25M +$373K +4,425 +46%
Allspring Global Investments
342
Allspring Global Investments
North Carolina
$1.25M
CWG
343
Cornerstone Wealth Group
North Carolina
$1.24M +$386K +4,578 +49%
GC
344
Guidance Capital
Kentucky
$1.23M -$356K -4,231 -23%
APW
345
Austin Private Wealth
Texas
$1.22M +$25.9K +308 +2%
AIA
346
Ally Invest Advisors
North Carolina
$1.21M +$167K +1,980 +17%
Northern Trust
347
Northern Trust
Illinois
$1.21M -$648K -7,700 -36%
BCM
348
Barden Capital Management
Texas
$1.21M
ASN
349
Advisory Services Network
Georgia
$1.2M -$206K -2,441 -15%
OMC
350
Old Mission Capital
Illinois
$1.2M -$21.5M -254,816 -95%

EMB Hedge Fund Activity: Q4 2023 in Review

822 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2023, worth a combined $13.3B — up 26% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new EMB positions and 73 closed out — a net gain of 94 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Pharo Management, opening a new position worth an estimated $552M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $178M sold.

  • 822 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2023, up from 744 in Q3 2023.
  • Funds reported $13.3B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 167 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2023 and 73 closed out, a net change of +94 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2023 was Pharo Management, an estimated $552M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2023 was Bank of Nova Scotia, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2023.