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iShares JPMorgan USD Emerging Markets Bond ETF

744 hedge funds and large institutions have $10.6B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 288 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 288

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

1.98% less ownership

Funds ownership: 77.86%75.88% (-2%)

2% less funds holding

Funds holding: 762744 (-18)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

92% less call options, than puts

Call options by funds: $71M | Put options by funds: $842M

Holders
744
Holders Change
-18
Holders Change %
-2.36%
% of All Funds
11.81%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
75
Increased
285
Reduced
288
Closed
80
Calls
$71M
Puts
$842M
Net Calls
-$772M
Net Calls Change
-$511M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
426
First Interstate Bank
Montana
$604K -$28.7K -336 -4%
FOA
427
Five Oceans Advisors
California
$601K -$9.81K -115 -2%
SWP
428
ShoreHaven Wealth Partners
New Jersey
$600K -$12.2K -143 -2%
FFN
429
Focus Financial Network
Minnesota
$597K +$426 +5 +0.1%
FFA
430
Farther Finance Advisors
California
$584K +$50.8K +596 +9%
CAG
431
Csenge Advisory Group
Florida
$580K -$878K -10,295 -59%
ACP
432
Arcus Capital Partners
Georgia
$578K +$7.33K +86 +1%
Legacy Financial Group (Iowa)
433
Legacy Financial Group (Iowa)
Iowa
$574K +$593K +6,956 New
KV
434
Kickstand Ventures
New York
$572K +$591K +6,928 New
CWM
435
Centurion Wealth Management
Virginia
$567K +$24.6K +288 +4%
WWG
436
West Wealth Group
California
$539K +$7.85K +92 +1%
AWM
437
Activest Wealth Management
Florida
$532K +$550K +6,444 New
RWA
438
Redhawk Wealth Advisors
Minnesota
$530K -$4.86K -57 -0.9%
AWM
439
Avior Wealth Management
Nebraska
$521K -$11.7K -137 -2%
HWA
440
HCR Wealth Advisors
California
$519K +$12.8K +150 +2%
FFG
441
Frisch Financial Group
New York
$509K +$853 +10 +0.2%
AF
442
Allworth Financial
California
$507K -$640K -7,502 -55%
SPC
443
Sigma Planning Corp
Michigan
$501K -$153K -1,790 -23%
Luther King Capital Management (LKCM)
444
Luther King Capital Management (LKCM)
Texas
$500K
EWM
445
Endowment Wealth Management
Wisconsin
$496K +$9.13K +107 +2%
SW
446
Simplicity Wealth
New Jersey
$493K +$45K +528 +10%
KPWS
447
Kestra Private Wealth Services
Texas
$493K -$179K -2,102 -26%
WOSD
448
WFA of San Diego
California
$475K -$3.41K -40 -0.7%
CB
449
Commerce Bank
Missouri
$472K +$18.4K +216 +4%
MBT
450
Montecito Bank & Trust
California
$467K +$6.14K +72 +1%

EMB Hedge Fund Activity: Q3 2023 in Review

744 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2023, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of EMB and 75 opened new positions — a net loss of 5 holders — while 288 trimmed existing stakes and 285 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $247M. The largest seller was Wells Fargo, cutting an estimated $327M.

  • 744 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2023, down from 762 in Q2 2023.
  • Funds reported $10.6B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 75 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2023 and 80 closed out, a net change of -5 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2023 was D.E. Shaw & Co, an estimated $247M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2023.