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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
FSA
351
Financial Sense Advisors
California
$1.2M +$24.8K +295 +2%
GM
352
GeoWealth Management
Illinois
$1.2M +$327K +3,886 +41%
TA
353
TFB Advisors
Kansas
$1.19M +$1.13M +13,392 New
RFWA
354
RPg Family Wealth Advisory
Massachusetts
$1.19M +$12.3K +146 +1%
FFWM
355
Future Financial Wealth Management
Ohio
$1.18M -$46.2K -548 -4%
LA
356
LexAurum Advisors
Kansas
$1.18M +$13.6K +161 +1%
MMHP
357
Murphy Middleton Hinkle & Parker
Georgia
$1.16M -$180K -2,133 -14%
AI
358
AXS Investments
New York
$1.16M +$1.09M +13,000 New
PFA
359
Pettinga Financial Advisors
Indiana
$1.15M -$530K -6,292 -33%
WA
360
WBH Advisory
Maryland
$1.14M -$993K -11,794 -48%
UFA
361
US Financial Advisors
Massachusetts
$1.14M +$44.4K +527 +4%
SHIM
362
Stone House Investment Management
Pennsylvania
$1.13M -$41.6K -494 -4%
NPP
363
New Potomac Partners
Maryland
$1.13M -$17.7K -210 -2%
EWA
364
Exencial Wealth Advisors
Oklahoma
$1.12M -$47.6K -565 -4%
IWM
365
IHT Wealth Management
Illinois
$1.11M -$201K -2,389 -16%
PWM
366
Penobscot Wealth Management
Maine
$1.11M -$3.71K -44 -0.4%
VVP
367
Venture Visionary Partners
Ohio
$1.1M -$14K -166 -1%
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$1.1M -$109K -1,293 -9%
CP
369
Capital Planning
Washington
$1.08M +$131K +1,557 +15%
SL
370
SWMG LLC
Texas
$1.08M -$82.8K -983 -8%
BCI
371
Brinker Capital Investments
Pennsylvania
$1.07M -$824K -9,785 -44%
OPS
372
Orion Portfolio Solutions
Nebraska
$1.07M -$824K -9,785 -44%
IWA
373
Icon Wealth Advisors
Texas
$1.07M +$1.01M +11,981 New
RIA
374
Regal Investment Advisors
Michigan
$1.05M -$2.02K -24 -0.2%
AWM
375
Apollon Wealth Management
South Carolina
$1.05M +$103K +1,227 +12%

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.