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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
LA
451
Latitude Advisors
Florida
$692K +$26.1K +239 +4%
EAMA
452
EFG Asset Management (Americas)
Florida
$679K -$23K -211 -3%
UL
453
Unionview LLC
Washington
$676K +$676K +6,198 New
ABC
454
Associated Banc-Corp
Wisconsin
$669K -$106K -975 -14%
ACA
455
Atlas Capital Advisors
Wyoming
$667K -$2.44M -22,384 -79%
FHA
456
First Horizon Advisors
Tennessee
$665K +$192K +1,758 +40%
LGWM
457
Litman Gregory Wealth Management
California
$663K +$1.85K +17 +0.3%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$645K -$172K -1,575 -21%
Jones Financial Companies
459
Jones Financial Companies
Missouri
$641K +$24.1K +221 +4%
ASW
460
Astoria Strategic Wealth
Texas
$633K +$634K +5,808 New
T
461
TCWP
Ohio
$632K +$633K +5,803 New
BA
462
Ballew Advisors
Mississippi
$619K -$132K -1,213 -17%
UA
463
Unison Advisors
District of Columbia
$618K +$127K +1,164 +26%
IA
464
IFG Advisory
Georgia
$609K -$172K -1,580 -22%
CRCM
465
Corbett Road Capital Management
Virginia
$608K -$75.1K -688 -11%
MIA
466
MMBG Investment Advisors
Florida
$605K +$605K +5,550 New
EDRH
467
Edmond de Rothschild Holding
Switzerland
$603K +$235K +2,151 +64%
BWA
468
BlueSky Wealth Advisors
North Carolina
$603K +$603K +5,530 New
SWM
469
Scissortail Wealth Management
Oklahoma
$597K +$598K +5,477 New
LJAC
470
L.J. Altfest & Co
New York
$592K +$593K +5,432 New
SWA
471
Stratos Wealth Advisors
Ohio
$591K -$468K -4,290 -44%
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K +$246K +2,252 +73%
VHAM
473
Van Hulzen Asset Management
California
$575K -$42.2K -387 -7%
EWM
474
Endowment Wealth Management
Wisconsin
$569K +$569K +5,218 New
PWM
475
Perigon Wealth Management
California
$565K +$31.9K +292 +6%

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.