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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
CIR
526
Clear Investment Research
Georgia
$409K +$22.3K +204 +6%
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$404K -$290K -2,660 -42%
HCM
528
Hilton Capital Management
New York
$404K
SFA
529
Seneca Financial Advisors
New York
$389K +$389K +3,568 New
CWM
530
Curi Wealth Management
North Carolina
$389K -$25.6K -235 -6%
CT
531
Coastline Trust
Rhode Island
$387K -$105K -964 -21%
UB
532
UMB Bank
Missouri
$385K +$386K +3,536 New
BPA
533
Beacon Pointe Advisors
California
$384K +$72K +660 +23%
ED
534
Exane Derivatives
France
$378K +$130K +1,192 +52%
LAM
535
LifePro Asset Management
California
$375K -$163K -1,493 -30%
4FG
536
4Thought Financial Group
New York
$374K +$17K +156 +5%
PWM
537
Penobscot Wealth Management
Maine
$374K +$22.6K +207 +6%
FCA
538
FLC Capital Advisors
California
$364K +$115K +1,056 +46%
RFA
539
RTD Financial Advisors
Pennsylvania
$364K +$364K +3,337 New
BS
540
Boenning & Scattergood
Pennsylvania
$361K -$14K -128 -4%
WP
541
WealthPLAN Partners
Nebraska
$359K -$7.64K -70 -2%
WCG
542
Wall Capital Group
Arizona
$353K +$4.47K +41 +1%
CFA
543
Carroll Financial Associates
North Carolina
$343K +$18.9K +173 +6%
BAM
544
Belpointe Asset Management
Nevada
$339K -$185K -1,698 -35%
WANY
545
Wealthspire Advisors (New York)
New York
$337K +$436 +4 +0.1%
ULWM
546
Upper Left Wealth Management
Florida
$336K +$336K +3,082 New
AR
547
Apeiron RIA
Texas
$333K +$334K +3,057 New
William Blair & Company
548
William Blair & Company
Illinois
$331K -$64K -587 -16%
PO
549
Private Ocean
California
$331K +$49.3K +452 +17%
RIA
550
Realta Investment Advisors
Delaware
$329K -$9.05K -83 -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.