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iShares JPMorgan USD Emerging Markets Bond ETF

666 hedge funds and large institutions have $10.4B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 286 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 77.12%77.63% (+0.51%)

0% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 81

3% less capital invested

Capital invested by funds: $10.7B → $10.4B (-$304M)

2% less funds holding

Funds holding: 680666 (-14)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

23% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 286

58% less call options, than puts

Call options by funds: $931M | Put options by funds: $2.22B

Holders
666
Holders Change
-14
Holders Change %
-2.06%
% of All Funds
11.47%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.55%
New
81
Increased
221
Reduced
286
Closed
81
Calls
$931M
Puts
$2.22B
Net Calls
-$1.29B
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
376
Cornerstone Wealth Group
North Carolina
$543K -$102K -1,192 -15%
CFG
377
CKW Financial Group
Hawaii
$540K -$718K -8,400 -55%
CC
378
Copperleaf Capital
North Carolina
$539K -$172K -2,007 -23%
COCM
379
Charter Oak Capital Management
New Hampshire
$537K -$304K -3,551 -34%
AWM
380
Apollon Wealth Management
South Carolina
$537K -$46.7K -546 -7%
JC
381
JB Capital
Connecticut
$533K -$361K -4,226 -39%
RPSA
382
Richard P. Slaughter Associates
Texas
$533K +$20.1K +235 +4%
ACP
383
Arcus Capital Partners
Georgia
$529K -$600K -7,020 -51%
QCIG
384
Quad-Cities Investment Group
Iowa
$526K -$203K -2,378 -26%
GWM
385
Geneos Wealth Management
Colorado
$525K -$53.8K -629 -9%
SCA
386
Snowden Capital Advisors
New York
$515K -$425K -4,977 -43%
Koshinski Asset Management
387
Koshinski Asset Management
Illinois
$515K -$278K -3,252 -33%
SAS
388
Stelac Advisory Services
New York
$515K -$136K -1,587 -20%
IIM
389
InTrack Investment Management
Vermont
$509K -$98.7K -1,155 -15%
AG
390
Ascent Group
Virginia
$507K +$39.7K +464 +8%
WAS
391
Wealth Advisory Solutions
Indiana
$502K +$12.1K +142 +2%
IWC
392
Integrated Wealth Concepts
Massachusetts
$500K +$12.6K +147 +2%
ASN
393
Advisory Services Network
Georgia
$500K +$164K +1,922 +44%
BAMG
394
Brand Asset Management Group
Missouri
$495K -$385K -4,507 -42%
AA
395
AlphaMark Advisors
Kentucky
$491K -$24.8K -290 -4%
BBA
396
Braun-Bostich & Associates
Pennsylvania
$491K +$22.5K +263 +4%
EWM
397
Endowment Wealth Management
Wisconsin
$486K +$9.92K +116 +2%
KWM
398
Kingsview Wealth Management
Oregon
$480K -$119K -1,390 -19%
BIA
399
Bigelow Investment Advisors
Maine
$473K -$52.1K -610 -9%
SPC
400
Sigma Planning Corp
Michigan
$468K -$102K -1,191 -17%

EMB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2022, worth a combined $10.4B — down 2.8% from $10.7B a quarter earlier.

Fund positioning in EMB was balanced in Q3 2022: 81 funds opened new positions, 81 closed out, 221 added to existing stakes and 286 trimmed.

The largest buyer was Commonwealth of Pennsylvania Public School Employees Retirement System, adding an estimated $491M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $337M sold.

  • 666 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2022, down from 680 in Q2 2022.
  • Funds reported $10.4B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2022 and 81 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2022 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $491M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2022 was Alaska Permanent Fund, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.