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iShares JPMorgan USD Emerging Markets Bond ETF

849 hedge funds and large institutions have $12.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 298 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+21
Holders Change %
+2.54%
% of All Funds
11.3%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.39%
New
132
Increased
325
Reduced
298
Closed
89
Calls
$122M
Puts
$294M
Net Calls
-$172M
Net Calls Change
+$62.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
526
D.A. Davidson & Co
Montana
$416K +$416K +4,676 New
MWM
527
Maripau Wealth Management
Indiana
$411K +$411K +4,598 New
OC
528
Oppenheimer & Co
New York
$409K -$76K -853 -16%
SIM
529
Stratos Investment Management
Ohio
$409K +$2.23K +25 +0.5%
SL
530
SWMG LLC
Texas
$407K -$41.8K -463 -9%
MBT
531
Montecito Bank & Trust
California
$406K +$4.81K +54 +1%
CIA
532
Concurrent Investment Advisors
Florida
$405K -$63.8K -716 -14%
OAS
533
Optivise Advisory Services
Tennessee
$403K -$17.2K -193 -4%
XF
534
XML Financial
Maryland
$403K -$16.4K -184 -4%
UW
535
Unique Wealth
Florida
$396K +$119K +1,337 +43%
CIA
536
Cohen Investment Advisors
New Hampshire
$396K +$17.5K +196 +5%
IWM
537
Integris Wealth Management
California
$394K -$24.2K -272 -6%
DAS
538
Dynamic Advisor Solutions
Arizona
$394K -$44.9K -504 -10%
BBNA
539
Bremer Bank National Association
Minnesota
$392K +$10.6K +119 +3%
DWM
540
Diversify Wealth Management
Utah
$392K -$48.6K -547 -11%
CFD
541
Creative Financial Designs
Indiana
$391K -$17.7K -199 -4%
1IA
542
1620 Investment Advisors
Massachusetts
$388K -$1.78K -20 -0.5%
SFP
543
Sterling Financial Planning
New Jersey
$388K +$445 +5 +0.1%
VM
544
VPR Management
Texas
$383K
CAM
545
CPA Asset Management
Florida
$379K
LWL
546
Leo Wealth LLC
Texas
$377K +$377K +4,237 New
AA
547
AlphaCentric Advisors
Puerto Rico
$375K +$26.7K +300 +8%
AWA
548
Arete Wealth Advisors
Illinois
$374K +$121K +1,362 +48%
SIC
549
Sterling Investment Counsel
New York
$370K +$112K +1,262 +44%
KIA
550
Knollwood Investment Advisory
Maryland
$370K