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iShares JPMorgan USD Emerging Markets Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 291 increasing their positions, 253 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+28
Holders Change %
+3.84%
% of All Funds
12.13%
Holding in Top 10
33
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-36.54%
% of All Funds
0.53%
New
131
Increased
291
Reduced
253
Closed
85
Calls
$417M
Puts
$830M
Net Calls
-$413M
Net Calls Change
-$409M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
376
Empirical Wealth Management
Washington
$883K +$206K +2,392 +31%
CWS
377
Cypress Wealth Services
California
$882K +$882K +10,224 New
SPA
378
Shore Point Advisors
New Jersey
$872K +$10.6K +123 +1%
UCFA
379
United Capital Financial Advisors
Texas
$868K -$217K -2,518 -20%
RIA
380
Regal Investment Advisors
Michigan
$867K +$278K +3,224 +47%
SWP
381
ShoreHaven Wealth Partners
New Jersey
$863K +$863K +10,004 New
UFA
382
US Financial Advisors
Massachusetts
$856K +$52.5K +608 +7%
MHR
383
Matthew Hamilton Rosenberg
$850K -$87.7K -1,017 -9%
CSB
384
City State Bank
Iowa
$847K
WA
385
WBH Advisory
Maryland
$844K +$844K +9,779 New
Citadel Advisors
386
Citadel Advisors
Florida
$837K +$837K +9,700 New
C1AG
387
Client 1st Advisory Group
Florida
$835K +$516K +5,975 +162%
AR
388
Apeiron RIA
Texas
$828K +$302K +3,497 +57%
Kovitz Investment Group Partners
389
Kovitz Investment Group Partners
Illinois
$820K -$67.3K -780 -8%
TI
390
Trexquant Investment
Connecticut
$819K +$819K +9,495 New
CCFCSB
391
Cape Cod Five Cents Savings Bank
Massachusetts
$818K -$113K -1,312 -12%
DAS
392
Dynamic Advisor Solutions
Arizona
$810K +$566K +6,556 +231%
BAMG
393
Brand Asset Management Group
Missouri
$806K +$30.8K +357 +4%
SFM
394
Signet Financial Management
New Jersey
$805K +$18K +209 +2%
EWA
395
EP Wealth Advisors
California
$802K -$23.1M -50,170 -97%
RPCA
396
Running Point Capital Advisors
California
$800K -$41.4K -480 -5%
DWM
397
Defined Wealth Management
Oregon
$798K -$188K -2,184 -19%
AWA
398
Aletheian Wealth Advisors
Washington
$772K -$700K -8,111 -48%
FHA
399
First Horizon Advisors
Tennessee
$766K +$379K +4,388 +98%
SFS
400
Security Financial Services
Indiana
$755K +$755K +8,755 New