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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
PCM
351
Parsons Capital Management
Rhode Island
$1.39M +$1.31K +12 +0.1%
AWM
352
Alterna Wealth Management
Texas
$1.39M +$1.39M +12,697 New
DG
353
DMC Group
Alabama
$1.38M +$1.43M +13,137 New
QCIG
354
Quad-Cities Investment Group
Iowa
$1.37M +$363K +3,327 +36%
AWA
355
Aletheian Wealth Advisors
Washington
$1.36M +$1.37M +12,517 New
KPWS
356
Kestra Private Wealth Services
Texas
$1.34M +$615K +5,639 +85%
CS
357
Comerica Securities
Michigan
$1.34M +$39.7K +364 +3%
KWM
358
Kingsview Wealth Management
Oregon
$1.33M -$445K -4,079 -25%
TSS
359
Two Sigma Securities
New York
$1.31M +$1.32M +12,062 New
JWCA
360
J.W. Cole Advisors
Florida
$1.3M +$1.3M +11,957 New
CFD
361
Creative Financial Designs
Indiana
$1.3M +$55.3K +507 +4%
SCI
362
Stableford Capital II
Arizona
$1.3M +$1.35M +12,419 New
TSA
363
Tri-Star Advisors
Texas
$1.3M +$5.56K +51 +0.4%
Kovitz Investment Group Partners
364
Kovitz Investment Group Partners
Illinois
$1.27M -$218 -2 -0%
1IA
365
1620 Investment Advisors
Massachusetts
$1.26M +$1.26M +11,515 New
BFM
366
Broadview Financial Management
Wisconsin
$1.23M +$6.33K +58 +0.5%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$1.21M -$241K -2,210 -17%
Lido Advisors
368
Lido Advisors
California
$1.21M -$30.2K -277 -2%
WFC
369
Western Financial Corp
California
$1.18M +$41.5K +380 +4%
AP
370
Advisor Partners
California
$1.17M +$1.17M +10,721 New
MBT
371
Montecito Bank & Trust
California
$1.17M -$48.4K -444 -4%
LWA
372
Lineweaver Wealth Advisors
Ohio
$1.14M -$140K -1,279 -11%
CSPAM
373
Cary Street Partners Asset Management
Virginia
$1.13M +$1.13M +10,376 New
PIMG
374
Patriot Investment Management Group
Tennessee
$1.11M +$5.13K +47 +0.5%
FIA
375
Foundations Investment Advisors
Arizona
$1.11M -$122K -1,121 -10%

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.