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iShares JPMorgan USD Emerging Markets Bond ETF

822 hedge funds and large institutions have $13.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 73

29% more funds holding in top 10

Funds holding in top 10: 2836 (+8)

26% more capital invested

Capital invested by funds: $10.6B → $13.3B (+$2.7B)

10% more funds holding

Funds holding: 744822 (+78)

4.53% more ownership

Funds ownership: 75.88%80.41% (+4.5%)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

26% less call options, than puts

Call options by funds: $562M | Put options by funds: $759M

Holders
822
Holders Change
+78
Holders Change %
+10.48%
% of All Funds
11.98%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
167
Increased
275
Reduced
291
Closed
73
Calls
$562M
Puts
$759M
Net Calls
-$197M
Net Calls Change
+$575M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
426
Clear Creek Financial Management
Washington
$759K -$290K -3,440 -29%
DWM
427
Defined Wealth Management
Oregon
$749K -$570K -6,768 -45%
NEPWA
428
New England Private Wealth Advisors
Massachusetts
$744K +$10.9K +130 +2%
CIA
429
Concurrent Investment Advisors
Florida
$744K +$703K +8,350 New
FFA
430
Farther Finance Advisors
California
$739K +$103K +1,221 +17%
TMAM
431
Tokio Marine Asset Management
Japan
$739K
AR
432
Apeiron RIA
Texas
$737K -$118K -1,400 -14%
SSA
433
Schonfeld Strategic Advisors
New York
$731K +$691K +8,205 New
MA
434
Mutual Advisors
Nebraska
$728K +$11K +131 +2%
RFS
435
Richardson Financial Services
Massachusetts
$727K +$687K +8,159 New
GSEP
436
Golden State Equity Partners
California
$722K +$683K +8,104 New
MNG
437
Manning & Napier Group
New York
$720K
C
438
Certuity
Florida
$716K +$677K +8,035 New
AHB
439
Abner Herrman & Brock
New Jersey
$712K
SFS
440
Strategic Financial Services
New York
$710K +$9.94K +118 +2%
AA
441
Alesco Advisors
New York
$710K
WP
442
WealthShield Partners
North Carolina
$708K -$47K -558 -7%
SWP
443
Stratos Wealth Partners
Ohio
$706K -$46.9K -557 -7%
EAMA
444
EFG Asset Management (Americas)
Florida
$698K +$24.8K +295 +4%
BHWM
445
Bay Harbor Wealth Management
Maryland
$696K +$4.29K +51 +0.7%
WFAG
446
Worth Financial Advisory Group
North Carolina
$693K +$14.7K +175 +2%
GRP
447
Global Retirement Partners
California
$690K +$237K +2,819 +56%
MHR
448
Matthew Hamilton Rosenberg
$687K -$7.24K -86 -1%
LG
449
Leuthold Group
Minnesota
$686K -$7.92K -94 -1%
OC
450
OxenFree Capital
Florida
$685K +$648K +7,697 New

EMB Hedge Fund Activity: Q4 2023 in Review

822 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2023, worth a combined $13.3B — up 26% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new EMB positions and 73 closed out — a net gain of 94 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Pharo Management, opening a new position worth an estimated $552M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $178M sold.

  • 822 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2023, up from 744 in Q3 2023.
  • Funds reported $13.3B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 167 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2023 and 73 closed out, a net change of +94 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2023 was Pharo Management, an estimated $552M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2023 was Bank of Nova Scotia, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2023.