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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
SFP
451
Strategic Financial Partners
Oregon
$685K -$3.03K -36 -0.5%
DAS
452
Dynamic Advisor Solutions
Arizona
$682K -$61.2K -727 -8%
FAM
453
Family Asset Management
South Carolina
$677K -$759K -9,008 -54%
SWP
454
ShoreHaven Wealth Partners
New Jersey
$673K +$24K +285 +4%
FHA
455
First Horizon Advisors
Tennessee
$668K +$213K +2,526 +51%
OP
456
ORG Partners
Indiana
$665K +$590K +7,006 +1,574%
AFTS
457
American Financial & Tax Strategies
New York
$662K +$626K +7,434 New
KFSC
458
Keystone Financial Services (Colorado)
Colorado
$659K -$15.4K -183 -2%
CA
459
Claro Advisors
Massachusetts
$641K -$257K -3,046 -30%
ACP
460
Arcus Capital Partners
Georgia
$634K +$9.85K +117 +2%
FOA
461
Five Oceans Advisors
California
$634K -$14.1K -167 -2%
BBA
462
Braun-Bostich & Associates
Pennsylvania
$629K +$595K +7,065 New
BAMG
463
Brand Asset Management Group
Missouri
$629K -$109K -1,292 -15%
ATI
464
ARK & TLK Investments
Oklahoma
$628K +$594K +7,052 New
CWM
465
Centurion Wealth Management
Virginia
$622K +$9.35K +111 +2%
PFS
466
Prospera Financial Services
Texas
$618K -$523K -6,208 -47%
RPCA
467
Running Point Capital Advisors
California
$611K -$193K -2,289 -25%
BFC
468
Blue Fin Capital
Rhode Island
$610K -$504K -5,990 -47%
MI
469
Motiv8 Investments
Florida
$605K +$572K +6,789 New
WLIM
470
White Lighthouse Investment Management
Massachusetts
$594K -$131K -1,561 -19%
TI
471
Tidal Investments
Wisconsin
$594K +$561K +6,666 New
ATC
472
Argent Trust Co
Tennessee
$586K +$132K +1,564 +31%
MSWMA
473
Market Street Wealth Management Advisors
Indiana
$585K -$5.66M -67,229 -91%
WWG
474
West Wealth Group
California
$582K +$758 +9 +0.1%
FFWA
475
Forthright Family Wealth Advisory
Texas
$576K +$545K +6,468 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.