We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

744 hedge funds and large institutions have $10.6B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 288 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 288

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

1.98% less ownership

Funds ownership: 77.86%75.88% (-2%)

2% less funds holding

Funds holding: 762744 (-18)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

92% less call options, than puts

Call options by funds: $71M | Put options by funds: $842M

Holders
744
Holders Change
-18
Holders Change %
-2.36%
% of All Funds
11.81%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
75
Increased
285
Reduced
288
Closed
80
Calls
$71M
Puts
$842M
Net Calls
-$772M
Net Calls Change
-$511M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
526
Hoxton Planning & Management
West Virginia
$261K -$5.88K -69 -2%
IAG
527
Investment Advisory Group
Massachusetts
$261K -$12.6K -148 -4%
PIA
528
Panoramic Investment Advisors
Colorado
$260K +$269K +3,149 New
KFG
529
Kingdom Financial Group
Arizona
$259K -$88.2K -1,034 -25%
WA
530
Wealthstream Advisors
New York
$259K -$101K -1,184 -27%
SS
531
Sunbelt Securities
Texas
$259K +$66.7K +782 +33%
BAM
532
BTS Asset Management
Massachusetts
$258K
FFBTD
533
First Financial Bank - Trust Division
Ohio
$256K -$21.8K -256 -8%
QAM
534
Q3 Asset Management
Michigan
$256K +$265K +3,108 New
BIA
535
Bigelow Investment Advisors
Maine
$256K -$42.6K -499 -14%
CIBC World Market
536
CIBC World Market
Ontario, Canada
$254K +$23.4K +274 +10%
WS
537
Wedbush Securities
California
$253K +$341 +4 +0.1%
VFA
538
Voya Financial Advisors
Connecticut
$252K -$2.3K -27 -0.9%
WA
539
Wealth Alliance
New York
$251K +$5.63K +66 +2%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$248K +$7.59K +89 +3%
CIC
541
Cutler Investment Counsel
Oregon
$247K -$4.86K -57 -2%
RTL
542
Red Tortoise LLC
Georgia
$247K +$2.81K +33 +1%
CA
543
Clearstead Advisors
Ohio
$246K +$124K +1,456 +96%
KC
544
Kingfisher Capital
North Carolina
$245K -$5.2K -61 -2%
BPA
545
Beacon Pointe Advisors
California
$244K +$38.9K +456 +18%
GWP
546
Gateway Wealth Partners
Wisconsin
$244K +$20.1K +236 +9%
VBWMG
547
Von Berge Wealth Management Group
California
$243K -$40.7K -477 -14%
MFGP
548
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238K +$1.79K +21 +0.7%
AWM
549
Axxcess Wealth Management
California
$238K -$125K -1,460 -34%
AA
550
AlphaMark Advisors
Kentucky
$238K -$19.2K -225 -7%

EMB Hedge Fund Activity: Q3 2023 in Review

744 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2023, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of EMB and 75 opened new positions — a net loss of 5 holders — while 288 trimmed existing stakes and 285 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $247M. The largest seller was Wells Fargo, cutting an estimated $327M.

  • 744 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2023, down from 762 in Q2 2023.
  • Funds reported $10.6B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 75 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2023 and 80 closed out, a net change of -5 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2023 was D.E. Shaw & Co, an estimated $247M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2023.