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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
PCIA
526
Prime Capital Investment Advisors
Kansas
$408K +$386K +4,582 New
MWM
527
Maripau Wealth Management
Indiana
$406K -$25.3K -300 -6%
CF
528
Cantor Fitzgerald
New York
$402K
NRWA
529
North Ridge Wealth Advisors
Oregon
$400K +$378K +4,493 New
SFP
530
Sterling Financial Planning
New Jersey
$397K -$98.9K -1,174 -21%
IA
531
Insight Advisors
Pennsylvania
$395K -$5.14K -61 -1%
DIM
532
DLK Investment Management
California
$392K +$370K +4,396 New
AF
533
Allworth Financial
California
$386K -$152K -1,803 -29%
CAM
534
CPA Asset Management
Florida
$386K
VM
535
VPR Management
Texas
$383K
SOS
536
Silver Oak Securities
Tennessee
$382K +$361K +4,290 New
OWM
537
OneAscent Wealth Management
Alabama
$382K +$361K +4,287 New
MIS
538
Morningstar Investment Services
Illinois
$381K +$359K +4,266 New
DAM
539
Derbend Asset Management
Georgia
$379K +$144K +1,711 +67%
1IA
540
1620 Investment Advisors
Massachusetts
$379K +$5.22K +62 +1%
HWM
541
HB Wealth Management
Georgia
$379K -$109K -1,293 -23%
SWM
542
Sugarloaf Wealth Management
Georgia
$376K -$14.9K -177 -4%
AWA
543
Arete Wealth Advisors
Illinois
$374K +$140K +1,667 +66%
Wolverine Trading
544
Wolverine Trading
Illinois
$373K +$353K +4,187 New
AA
545
AlphaCentric Advisors
Puerto Rico
$372K +$64.9K +771 +23%
KIA
546
Knollwood Investment Advisory
Maryland
$370K
KWS
547
Keystone Wealth Services
California
$367K +$5.98K +71 +2%
DB
548
Dravo Bay
Delaware
$364K +$344K +4,090 New
MBT
549
Montecito Bank & Trust
California
$363K -$133K -1,580 -28%
ACP
550
Aveo Capital Partners
Colorado
$363K -$39.4K -468 -10%

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.