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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
SWP
426
Summit Wealth Partners
Florida
$814K +$24.2K +222 +3%
UFA
427
US Financial Advisors
Massachusetts
$813K -$33.6K -308 -4%
Creative Planning
428
Creative Planning
Kansas
$798K -$259K -2,377 -25%
CA
429
Continuum Advisory
Idaho
$798K +$799K +7,321 New
NEPWA
430
New England Private Wealth Advisors
Massachusetts
$782K +$10.1K +93 +1%
EWM
431
Empirical Wealth Management
Washington
$777K -$4.58K -42 -0.6%
OC
432
Oppenheimer & Co
New York
$776K -$6.42M -58,874 -89%
AWM
433
Apollon Wealth Management
South Carolina
$770K +$564K +5,172 +274%
SCA
434
Snowden Capital Advisors
New York
$769K -$537K -4,926 -41%
HWA
435
HCR Wealth Advisors
California
$751K
DADC
436
D.A. Davidson & Co
Montana
$748K +$20.5K +188 +3%
CFB
437
Cullen/Frost Bankers
Texas
$745K -$109K -1,001 -13%
DWM
438
Defined Wealth Management
Oregon
$742K +$281K +2,574 +61%
FOA
439
Five Oceans Advisors
California
$729K +$11.7K +107 +2%
NGA
440
Naples Global Advisors
Florida
$726K -$62.7K -575 -8%
TI
441
tru Independence
Oregon
$715K +$71.3K +654 +11%
FH
442
FWG Holdings
Florida
$711K +$55.2K +506 +8%
BCM
443
Brookstone Capital Management
Illinois
$709K -$88.2K -808 -11%
PWPS
444
Pinnacle Wealth Planning Services
Ohio
$709K +$346K +3,168 +95%
AA
445
Alesco Advisors
New York
$705K
SFP
446
Sterling Financial Planning
New Jersey
$702K -$44.4K -407 -6%
CCM
447
Canal Capital Management
Virginia
$700K -$30.1K -276 -4%
BWM
448
BerganKDV Wealth Management
Minnesota
$697K +$7.31K +67 +1%
BAM
449
BTS Asset Management
Massachusetts
$696K +$1.54M +14,157 +277%
CSB
450
City State Bank
Iowa
$695K +$695K +6,370 New

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.