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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
RA
501
Rockingstone Advisors
Massachusetts
$477K +$23.2K +275 +5%
RT
502
Rockland Trust
Massachusetts
$475K -$281K -3,338 -38%
Kovitz Investment Group Partners
503
Kovitz Investment Group Partners
Illinois
$475K -$4.13K -49 -0.9%
TVM
504
True Vision MN
Minnesota
$473K +$447K +5,308 New
CWM
505
Certus Wealth Management
California
$470K +$34.5K +410 +8%
UL
506
Unionview LLC
Washington
$463K +$4.46K +53 +1%
SAW
507
Signal Advisors Wealth
Michigan
$461K +$436K +5,182 New
MYIA
508
Mount Yale Investment Advisors
Colorado
$460K +$136K +1,611 +45%
BBWP
509
Beacon Bridge Wealth Partners
Pennsylvania
$455K +$430K +5,104 New
IWM
510
Integris Wealth Management
California
$450K +$36.5K +433 +9%
QPWM
511
Quadrant Private Wealth Management
Pennsylvania
$448K +$20.8K +247 +5%
BA
512
Ballew Advisors
Mississippi
$446K -$54.7K -649 -11%
XF
513
XML Financial
Maryland
$446K +$29.8K +354 +8%
PCS
514
Personal CFO Solutions
New Jersey
$445K +$420K +4,991 New
SW
515
Simplicity Wealth
New Jersey
$443K -$84K -997 -17%
KPWS
516
Kestra Private Wealth Services
Texas
$441K -$85.7K -1,018 -17%
BWM
517
Baystate Wealth Management
Massachusetts
$438K +$23.1K +274 +6%
Pathstone Holdings
518
Pathstone Holdings
New Jersey
$438K +$414K +4,915 New
IPW
519
Invictus Private Wealth
Colorado
$437K +$6.4K +76 +2%
QWM
520
Quadcap Wealth Management
Texas
$436K +$413K +4,898 New
TWM
521
Tradition Wealth Management
Minnesota
$434K -$22.7K -269 -5%
PCWA
522
Pacific Capital Wealth Advisors
California
$431K +$14.2K +169 +4%
FWP
523
Firethorn Wealth Partners
Georgia
$423K -$24.3K -288 -6%
CWP
524
Cyndeo Wealth Partners
Florida
$417K +$395K +4,685 New
AAM
525
Advisors Asset Management
Colorado
$414K +$5.98K +71 +2%

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.