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iShares JPMorgan USD Emerging Markets Bond ETF
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Overview Fund Activity

820 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 165 funds opening new positions, 275 increasing their positions, 292 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+76
Holders Change %
+10.22%
% of All Funds
12.02%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.53%
New
165
Increased
275
Reduced
292
Closed
73
Calls
$562M
Puts
$759M
Net Calls
-$197M
Net Calls Change
+$575M

Top Buyers

1
PM
Pharo Management
New York
+$584M
2
Morgan Stanley
Morgan Stanley
New York
+$573M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$275M
4
AssetMark Inc
AssetMark Inc
California
+$155M
5
SLI
Sumitomo Life Insurance
Japan
+$147M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$178M
2
BlackRock
BlackRock
New York
-$125M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$83.4M
4
Citigroup
Citigroup
New York
-$74M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
501
Cutler Investment Counsel
Oregon
$484K +$217K +2,441 +81%
RA
502
Rockingstone Advisors
Massachusetts
$477K +$24.5K +275 +5%
RT
503
Rockland Trust
Massachusetts
$475K -$297K -3,338 -38%
Kovitz Investment Group Partners
504
Kovitz Investment Group Partners
Illinois
$475K -$4.36K -49 -0.9%
TVM
505
True Vision MN
Minnesota
$473K +$473K +5,308 New
CWM
506
Certus Wealth Management
California
$470K +$36.5K +410 +8%
UL
507
Unionview LLC
Washington
$463K +$4.72K +53 +1%
SAW
508
Signal Advisors Wealth
Michigan
$461K +$461K +5,182 New
MYIA
509
Mount Yale Investment Advisors
Colorado
$460K +$143K +1,611 +45%
BBWP
510
Beacon Bridge Wealth Partners
Pennsylvania
$455K +$455K +5,104 New
IWM
511
Integris Wealth Management
California
$450K +$38.6K +433 +9%
QPWM
512
Quadrant Private Wealth Management
Pennsylvania
$448K +$22K +247 +5%
BA
513
Ballew Advisors
Mississippi
$446K -$56.9K -649 -11%
XF
514
XML Financial
Maryland
$446K +$31.5K +354 +8%
PCS
515
Personal CFO Solutions
New Jersey
$445K +$445K +4,991 New
SW
516
Simplicity Wealth
New Jersey
$443K -$88.8K -997 -17%
KPWS
517
Kestra Private Wealth Services
Texas
$441K -$90.7K -1,018 -17%
BWM
518
Baystate Wealth Management
Massachusetts
$438K +$24.4K +274 +6%
Pathstone Holdings
519
Pathstone Holdings
New Jersey
$438K +$438K +4,915 New
IPW
520
Invictus Private Wealth
Colorado
$437K +$6.77K +76 +2%
QWM
521
Quadcap Wealth Management
Texas
$436K +$436K +4,898 New
TWM
522
Tradition Wealth Management
Minnesota
$434K -$24K -269 -5%
PCWA
523
Pacific Capital Wealth Advisors
California
$431K +$15.1K +169 +4%
FWP
524
Firethorn Wealth Partners
Georgia
$423K -$25.7K -288 -6%
CWP
525
Cyndeo Wealth Partners
Florida
$417K +$417K +4,685 New
19 20
21
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