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iShares JPMorgan USD Emerging Markets Bond ETF

762 hedge funds and large institutions have $11.8B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 292 increasing their positions, 281 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
12.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.47%
New
101
Increased
292
Reduced
281
Closed
90
Calls
$159M
Puts
$419M
Net Calls
-$260M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
351
Brookstone Capital Management
Illinois
$1.05M +$94.9K +1,122 +10%
EWA
352
EP Wealth Advisors
California
$1.04M +$859K +8,041 +461%
PWM
353
Penobscot Wealth Management
Maine
$1.04M +$64.8K +749 +7%
IWM
354
IHT Wealth Management
Illinois
$1.04M +$545K +6,300 +110%
IWP
355
Icon Wealth Partners
Texas
$1.02M -$1.47M -16,995 -59%
WWA
356
WCG Wealth Advisors
Nevada
$1.01M +$1.01M +11,700 New
WF
357
Williams Financial
Vermont
$990K -$1.24M -14,306 -56%
MCM
358
Monument Capital Management
Virginia
$989K -$1.6M -18,462 -62%
CSB
359
City State Bank
Iowa
$984K +$134K +1,550 +16%
DZ Bank
360
DZ Bank
Germany
$974K +$668K +7,678 +218%
AF
361
Advisornet Financial
Minnesota
$965K -$6.32K -73 -0.7%
PFG
362
PAX Financial Group
Texas
$963K -$8.22K -95 -0.8%
T
363
TNF
Montana
$956K +$48.5K +561 +5%
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$953K -$20.7K -306 -2%
OWA
365
One Wealth Advisors
California
$950K -$657K -7,589 -41%
DWM
366
Defined Wealth Management
Oregon
$942K +$142K +1,637 +18%
SMFG
367
Sumitomo Mitsui Financial Group
Japan
$935K -$402K -4,651 -30%
DWA
368
Dorsey Wright & Associates
California
$922K +$922K +10,650 New
FRA
369
FFG Retirement Advisors
Colorado
$922K +$16.7K +193 +2%
WGCA
370
Wolf Group Capital Advisors
Virginia
$921K +$11.9K +140 +1%
BCM
371
Barden Capital Management
Texas
$917K -$343K -3,962 -27%
UFA
372
US Financial Advisors
Massachusetts
$913K +$54.9K +634 +6%
SAM
373
Sompo Asset Management
Japan
$907K -$576K -6,661 -39%
IPW
374
Impact Partnership Wealth
Georgia
$888K +$888K +10,261 New
SPA
375
Shore Point Advisors
New Jersey
$887K +$12.3K +142 +1%