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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
CFG
376
CKW Financial Group
Hawaii
$1.1M +$45.8K +420 +4%
CC
377
Copperleaf Capital
North Carolina
$1.1M +$184K +1,682 +20%
SIA
378
Soltis Investment Advisors
Utah
$1.09M -$21.6K -198 -2%
HIM
379
HawsGoodwin Investment Management
Tennessee
$1.08M +$56.4K +517 +6%
OPS
380
Orion Portfolio Solutions
Nebraska
$1.07M -$516K -4,732 -32%
Mackenzie Financial
381
Mackenzie Financial
Ontario, Canada
$1.07M +$38.7K +355 +4%
TMAM
382
Tokio Marine Asset Management
Japan
$1.07M
WLIM
383
White Lighthouse Investment Management
Massachusetts
$1.07M +$322K +2,950 +43%
BFG
384
Berger Financial Group
Minnesota
$1.06M +$739K +6,772 +230%
SI
385
Stephens Inc
Arkansas
$1.06M
SW
386
SteelPeak Wealth
California
$1.06M +$85K +779 +9%
FUBT
387
First United Bank & Trust
Maryland
$1.06M +$128K +1,173 +14%
SA
388
Sunesis Advisors
Kansas
$1.05M
WA
389
WBH Advisory
Maryland
$1.04M +$1.04M +9,541 New
WP
390
WealthShield Partners
North Carolina
$1.04M +$648K +5,940 +166%
WS
391
Wedbush Securities
California
$1.03M +$8.18K +75 +0.8%
CWG
392
Cornerstone Wealth Group
North Carolina
$1.03M +$137K +1,258 +15%
MA
393
Mutual Advisors
Nebraska
$1.03M +$338K +3,095 +49%
WC
394
Wealth CMT
New Jersey
$1.03M +$1.03M +9,444 New
AWA
395
Arete Wealth Advisors
Illinois
$1.03M +$266K +2,435 +34%
APA
396
American Portfolios Advisors
New York
$1.03M -$424K -3,888 -29%
RJT
397
Raymond James Trust
Florida
$1.02M +$123K +1,132 +14%
EWM
398
Edge Wealth Management
New York
$1.01M +$1.01M +9,300 New
WWM
399
Western Wealth Management
Colorado
$1.01M +$1.01M +9,216 New
GWM
400
Geneos Wealth Management
Colorado
$983K +$16.6K +152 +2%

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.