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iShares JPMorgan USD Emerging Markets Bond ETF

744 hedge funds and large institutions have $10.6B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 288 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 288

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

1.98% less ownership

Funds ownership: 77.86%75.88% (-2%)

2% less funds holding

Funds holding: 762744 (-18)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

92% less call options, than puts

Call options by funds: $71M | Put options by funds: $842M

Holders
744
Holders Change
-18
Holders Change %
-2.36%
% of All Funds
11.81%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
75
Increased
285
Reduced
288
Closed
80
Calls
$71M
Puts
$842M
Net Calls
-$772M
Net Calls Change
-$511M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
351
Icon Wealth Partners
Texas
$1.01M +$37.9K +444 +4%
UFA
352
US Financial Advisors
Massachusetts
$1.01M +$143K +1,682 +16%
GFG
353
Goldstone Financial Group
Illinois
$1.01M +$221K +2,588 +27%
ACA
354
Affinity Capital Advisors
California
$998K +$820K +9,617 +388%
CCFM
355
Clear Creek Financial Management
Washington
$987K -$58.9K -691 -5%
JCM
356
J2 Capital Management
Michigan
$982K -$4.77M -55,873 -82%
RIA
357
Regal Investment Advisors
Michigan
$978K -$123K -1,440 -11%
Creative Planning
358
Creative Planning
Kansas
$969K +$205K +2,400 +26%
AIA
359
Ally Invest Advisors
North Carolina
$959K +$257K +3,012 +35%
WF
360
Williams Financial
Vermont
$951K +$7.68K +90 +0.8%
AF
361
Advisornet Financial
Minnesota
$942K +$22.9K +268 +2%
CSB
362
City State Bank
Iowa
$938K
EWA
363
Evolution Wealth Advisors
Florida
$937K +$183K +2,150 +23%
TA
364
Tiedemann Advisors
New York
$926K -$416K -4,875 -30%
CA
365
Continuum Advisory
Idaho
$926K -$255K -2,987 -21%
USCWA
366
U.S. Capital Wealth Advisors
Texas
$917K +$678K +7,951 +252%
PFG
367
PAX Financial Group
Texas
$916K -$2.05K -24 -0.2%
OWA
368
One Wealth Advisors
California
$906K +$597 +7 +0.1%
FRA
369
FFG Retirement Advisors
Colorado
$891K +$12.6K +148 +1%
T
370
TNF
Montana
$885K +$4.95K +58 +0.5%
WGCA
371
Wolf Group Capital Advisors
Virginia
$881K -$13.8K -162 -1%
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$875K -$299K -3,503 -25%
CP
373
Capital Planning
Washington
$873K +$590K +6,916 +189%
AWM
374
Apollon Wealth Management
South Carolina
$871K +$102K +1,191 +13%
Cerity Partners
375
Cerity Partners
New York
$869K -$10.2M -120,139 -92%

EMB Hedge Fund Activity: Q3 2023 in Review

744 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2023, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of EMB and 75 opened new positions — a net loss of 5 holders — while 288 trimmed existing stakes and 285 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $247M. The largest seller was Wells Fargo, cutting an estimated $327M.

  • 744 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2023, down from 762 in Q2 2023.
  • Funds reported $10.6B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 75 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2023 and 80 closed out, a net change of -5 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2023 was D.E. Shaw & Co, an estimated $247M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2023.