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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
DWM
401
Defined Wealth Management
Oregon
$465K +$42.7K +500 +9%
LI
402
LMCG Investments
Massachusetts
$462K
BCM
403
Brookstone Capital Management
Illinois
$462K +$3.93K +46 +0.8%
BAM
404
Belpointe Asset Management
Nevada
$459K +$243K +2,845 +96%
SFP
405
Sterling Financial Planning
New Jersey
$457K -$43.7K -511 -8%
ULWM
406
Upper Left Wealth Management
Florida
$457K +$483K +5,647 New
CFB
407
Cullen/Frost Bankers
Texas
$456K -$6.84K -80 -1%
CGFA
408
Colton Groome Financial Advisors
North Carolina
$453K -$23K -269 -5%
MIA
409
MMBG Investment Advisors
Florida
$441K
ACM
410
AlphaStar Capital Management
North Carolina
$440K -$1.29M -15,100 -73%
HWA
411
HCR Wealth Advisors
California
$431K -$91.9K -1,075 -17%
PTC
412
Philadelphia Trust Company
Pennsylvania
$424K
JFGIW
413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$418K +$56.3K +659 +14%
IF
414
Intrua Financial
Texas
$416K -$16.3K -191 -4%
WP
415
WealthShield Partners
North Carolina
$406K -$139K -1,627 -24%
CCA
416
Column Capital Advisors
Indiana
$405K +$2.49M +29,082 +501%
SHGA
417
Sand Hill Global Advisors
California
$397K -$10.5M -123,055 -96%
UL
418
Unionview LLC
Washington
$397K -$54.1K -633 -11%
KPWS
419
Kestra Private Wealth Services
Texas
$390K -$355K -4,158 -46%
WWG
420
West Wealth Group
California
$384K -$8.21K -96 -2%
BAM
421
BTS Asset Management
Massachusetts
$378K -$332K -3,888 -51%
FHA
422
First Horizon Advisors
Tennessee
$378K -$88.3K -1,033 -18%
CT
423
Coastline Trust
Rhode Island
$374K -$158K -1,850 -28%
PTC
424
Private Trust Company
Ohio
$374K -$55.8K -653 -12%
CCFM
425
Clear Creek Financial Management
Washington
$372K +$21.5K +252 +6%

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.