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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
SFP
451
Sterling Financial Planning
New Jersey
$465K +$2.22K +26 +0.5%
Koshinski Asset Management
452
Koshinski Asset Management
Illinois
$464K -$21.1K -247 -4%
BA
453
Ballew Advisors
Mississippi
$463K -$16.5K -193 -3%
OC
454
Oppenheimer & Co
New York
$459K -$8.62K -101 -2%
HWM
455
HB Wealth Management
Georgia
$458K +$180K +2,113 +62%
SCA
456
Snowden Capital Advisors
New York
$453K -$94.7K -1,110 -17%
CA
457
Crewe Advisors
Utah
$448K -$87.1K -1,021 -16%
SAS
458
Sage Advisory Services
Texas
$445K +$86.6K +1,015 +23%
Kovitz Investment Group Partners
459
Kovitz Investment Group Partners
Illinois
$444K -$366K -4,292 -44%
4FG
460
4Thought Financial Group
New York
$438K +$29.2K +342 +7%
MPW
461
Melone Private Wealth
Michigan
$426K +$4.18K +49 +1%
TC
462
TownSquare Capital
Utah
$426K -$12M -140,378 -96%
UL
463
Unionview LLC
Washington
$425K +$3.33K +39 +0.8%
TWM
464
Tradition Wealth Management
Minnesota
$424K +$10.8K +127 +3%
RA
465
Rockingstone Advisors
Massachusetts
$420K -$3.41K -40 -0.8%
FWP
466
Firethorn Wealth Partners
Georgia
$416K +$3.75K +44 +0.9%
ATC
467
Argent Trust Co
Tennessee
$414K -$15K -176 -3%
FHA
468
First Horizon Advisors
Tennessee
$411K -$45.5K -533 -10%
GRP
469
Global Retirement Partners
California
$408K -$360K -4,218 -46%
CWM
470
Certus Wealth Management
California
$402K +$7.93K +93 +2%
MWM
471
Maripau Wealth Management
Indiana
$401K -$76.9K -902 -16%
IPW
472
Invictus Private Wealth
Colorado
$399K +$70.5K +826 +21%
PIA
473
Pinion Investment Advisors
Kansas
$399K +$24.1K +283 +6%
R
474
Rebalance
California
$394K +$4.09K +48 +1%
QPWM
475
Quadrant Private Wealth Management
Pennsylvania
$394K -$139K -1,627 -25%

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.