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iShares JPMorgan USD Emerging Markets Bond ETF

738 hedge funds and large institutions have $13B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 287 increasing their positions, 283 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.21% more ownership

Funds ownership: 74.53%77.74% (+3.2%)

1% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 283

6% less funds holding

Funds holding: 787738 (-49)

12% less capital invested

Capital invested by funds: $14.8B → $13B (-$1.78B)

15% less funds holding in top 10

Funds holding in top 10: 4841 (-7)

16% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.35B

29% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 128

Holders
738
Holders Change
-49
Holders Change %
-6.23%
% of All Funds
11.64%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.65%
New
91
Increased
287
Reduced
283
Closed
128
Calls
$1.14B
Puts
$1.35B
Net Calls
-$213M
Net Calls Change
+$2.01B
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
451
Icon Wealth Partners
Texas
$521K +$74.1K +731 +16%
EFS
452
Econ Financial Services
Pennsylvania
$515K -$278K -2,744 -34%
SFP
453
Strategic Financial Partners
Oregon
$515K +$21.3K +210 +4%
ULWM
454
Upper Left Wealth Management
Florida
$513K +$220K +2,172 +70%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$512K -$68.6K -677 -11%
CGFA
456
Colton Groome Financial Advisors
North Carolina
$511K +$58.3K +575 +12%
LA
457
LexAurum Advisors
Kansas
$510K +$39.2K +387 +8%
PWM
458
Perigon Wealth Management
California
$504K -$2.33K -23 -0.4%
IF
459
Intrua Financial
Texas
$504K +$263K +2,591 +101%
LA
460
Latitude Advisors
Florida
$503K -$121K -1,194 -19%
IA
461
IFG Advisory
Georgia
$503K -$44.6K -440 -8%
CBT
462
Central Bank & Trust
Kentucky
$497K +$515K +5,082 New
ACA
463
Atlas Capital Advisors
Wyoming
$494K -$108K -1,062 -17%
WGCA
464
Wolf Group Capital Advisors
Virginia
$491K -$841K -8,305 -62%
SWA
465
Sutton Wealth Advisors
Florida
$490K -$9.32K -92 -2%
AOWM
466
Alpha Omega Wealth Management
Virginia
$488K +$4.96K +49 +1%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$480K -$3.52M -34,780 -88%
JSL
468
JT Stratford LLC
Georgia
$479K +$86.3K +852 +21%
DWM
469
Defined Wealth Management
Oregon
$478K -$194K -1,916 -28%
DFG
470
Delphi Financial Group
Delaware
$477K +$495K +4,884 New
IWM
471
IHT Wealth Management
Illinois
$476K -$11.8K -116 -2%
SIA
472
Strategic Investment Advisors
Michigan
$476K +$25.1K +248 +5%
FEM
473
Fulcrum Equity Management
Texas
$475K +$492K +4,859 New
FLPIM
474
F.L. Putnam Investment Management
Massachusetts
$473K +$188K +1,856 +62%
Wolverine Trading
475
Wolverine Trading
Illinois
$469K -$4.42M -43,619 -90%

EMB Hedge Fund Activity: Q1 2022 in Review

738 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2022, worth a combined $13B — down 12% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of EMB and 91 opened new positions — a net loss of 37 holders — while 283 trimmed existing stakes and 287 added.

The largest buyer was Jane Street, adding an estimated $794M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $570M sold.

  • 738 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2022, down from 787 in Q4 2021.
  • Funds reported $13B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 91 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2022 and 128 closed out, a net change of -37 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2022 was Jane Street, an estimated $794M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $570M sold.

Based on aggregated 13F filings for Q1 2022.