We are live on ! Find out more
EMB icon

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
LWM
476
Lyell Wealth Management
California
$562K -$191K -1,750 -25%
MFG
477
Magnus Financial Group
New York
$560K +$193K +1,771 +53%
AF
478
Advisornet Financial
Minnesota
$557K +$497K +4,551 +820%
SWA
479
Sutton Wealth Advisors
Florida
$557K +$127K +1,163 +29%
MWM
480
Mission Wealth Management
California
$555K -$72.2K -662 -12%
SFP
481
Strategic Financial Partners
Oregon
$551K -$116K -1,062 -17%
SSG
482
Summit Securities Group
New York
$545K -$117K -1,071 -18%
IWM
483
IHT Wealth Management
Illinois
$543K +$24.3K +223 +5%
RIG
484
RiverFront Investment Group
Virginia
$533K +$533K +4,887 New
LA
485
LexAurum Advisors
Kansas
$526K +$40.5K +371 +8%
AOWM
486
Alpha Omega Wealth Management
Virginia
$523K +$2.4K +22 +0.4%
FAM
487
Flaharty Asset Management
Florida
$513K
CGFA
488
Colton Groome Financial Advisors
North Carolina
$507K -$1.63M -14,923 -76%
SIA
489
Strategic Investment Advisors
Michigan
$504K -$10.3M -94,111 -95%
IWP
490
Icon Wealth Partners
Texas
$501K +$501K +4,596 New
SIM
491
Stratos Investment Management
Ohio
$499K -$271K -2,484 -35%
BF
492
BOK Financial
Oklahoma
$497K -$75.3K -690 -13%
HPC
493
Hobart Private Capital
North Carolina
$494K -$58.8K -539 -11%
DAS
494
Dynamic Advisor Solutions
Arizona
$488K -$15.7K -144 -3%
FWM
495
Frontier Wealth Management
Missouri
$485K -$12.9K -118 -3%
BRWM
496
B. Riley Wealth Management
Tennessee
$483K +$51.6K +473 +12%
CAN
497
Claraphi Advisory Network
United States
$481K -$193K -1,765 -29%
IA
498
Insight Advisors
Pennsylvania
$479K -$5.78K -53 -1%
RCAG
499
Rehmann Capital Advisory Group
Michigan
$479K +$122K +1,118 +34%
SWM
500
SeaCrest Wealth Management
New York
$478K -$12.8K -117 -3%

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.