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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
BRWA
401
B. Riley Wealth Advisors
Florida
$981K +$10.7K +98 +1%
SAS
402
Stelac Advisory Services
New York
$966K +$111K +1,017 +13%
GA
403
GFS Advisors
Texas
$963K -$15.3K -140 -2%
RFG
404
Range Financial Group
Oregon
$957K +$78.7K +721 +9%
JCM
405
J2 Capital Management
Michigan
$955K +$955K +8,757 New
LTI
406
Laffer Tengler Investments
Tennessee
$938K -$78K -715 -8%
AWM
407
Avior Wealth Management
Nebraska
$935K -$59K -541 -6%
PCA
408
Personal Capital Advisors
California
$935K +$651K +5,963 +195%
TPA
409
Trivium Point Advisory
Connecticut
$922K +$535K +4,908 +139%
RPCA
410
Running Point Capital Advisors
California
$916K +$1.53K +14 +0.2%
BCI
411
Brinker Capital Investments
Pennsylvania
$914K +$914K +8,378 New
BIA
412
Bigelow Investment Advisors
Maine
$913K +$14.4K +132 +2%
CAG
413
Csenge Advisory Group
Florida
$902K -$538K -4,935 -38%
PCWA
414
Pacific Capital Wealth Advisors
California
$900K
HCP
415
Hexagon Capital Partners
Arkansas
$899K +$39.7K +364 +5%
ATC
416
Argent Trust Co
Tennessee
$898K +$98.1K +899 +12%
ASN
417
Advisory Services Network
Georgia
$882K -$63.7K -584 -7%
HI
418
Harbour Investments
Wisconsin
$873K -$3.21M -29,442 -79%
EFS
419
Econ Financial Services
Pennsylvania
$873K +$874K +8,007 New
CA
420
Crewe Advisors
Utah
$854K +$556K +5,093 +186%
HPC
421
HM Payson & Co
Maine
$847K
AIFAIM
422
American Institute for Advanced Investment Management
Arizona
$846K -$1.23M -11,244 -59%
MM
423
Main Management
California
$828K -$2.31M -21,139 -74%
WF
424
Williams Financial
Vermont
$825K +$121K +1,113 +17%
AA
425
AlphaMark Advisors
Kentucky
$820K +$70.9K +650 +9%

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.