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iShares JPMorgan USD Emerging Markets Bond ETF

734 hedge funds and large institutions have $14.5B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 170

41% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 70

22% more funds holding in top 10

Funds holding in top 10: 4150 (+9)

16% more capital invested

Capital invested by funds: $12.4B → $14.5B (+$2.01B)

5.61% more ownership

Funds ownership: 70.94%76.55% (+5.6%)

3% more funds holding

Funds holding: 712734 (+22)

83% less call options, than puts

Call options by funds: $449M | Put options by funds: $2.59B

Holders
734
Holders Change
+22
Holders Change %
+3.09%
% of All Funds
12.78%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.87%
New
99
Increased
375
Reduced
170
Closed
70
Calls
$449M
Puts
$2.59B
Net Calls
-$2.14B
Net Calls Change
+$578M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Personal Capital Advisors
California
$282K -$109K -977 -28%
GIA
552
Gladstone Institutional Advisory
Florida
$282K -$19.1K -172 -6%
ML
553
McAdam LLC
Pennsylvania
$280K +$39.4K +354 +17%
MC
554
Moors & Cabot
Massachusetts
$278K -$6.79K -61 -2%
CIA
555
Cohen Investment Advisors
New Hampshire
$276K +$1.11K +10 +0.4%
BFG
556
Berger Financial Group
Minnesota
$272K +$269K +2,419 New
FIM
557
Fernwood Investment Management
Massachusetts
$272K +$269K +2,419 New
VA
558
Valmark Advisers
Ohio
$269K -$11.6K -104 -4%
OIA
559
OneDigital Investment Advisors
Kansas
$267K +$264K +2,376 New
WCG
560
Weaver Consulting Group
California
$265K
CAN
561
Claraphi Advisory Network
United States
$263K -$3.27M -29,341 -93%
Kayne Anderson Rudnick Investment Management
562
Kayne Anderson Rudnick Investment Management
California
$258K -$26.7K -240 -9%
JWCA
563
J.W. Cole Advisors
Florida
$257K -$324K -2,909 -56%
AWM
564
Activest Wealth Management
Florida
$256K -$153K -1,372 -38%
OWA
565
Octavia Wealth Advisors
Ohio
$255K -$11K -99 -4%
ED
566
Exane Derivatives
France
$255K -$70.1K -630 -22%
BPC
567
Banque Pictet & Cie
Switzerland
$252K
BAM
568
Baldrige Asset Management
Pennsylvania
$250K
CRWM
569
Castle Rock Wealth Management
California
$250K +$445 +4 +0.2%
DBRC
570
D.B. Root & Company
Pennsylvania
$241K +$2.89K +26 +1%
PO
571
Private Ocean
California
$240K
HA
572
Harborview Advisors
Maine
$238K +$235K +2,113 New
CCM
573
Coldstream Capital Management
Washington
$237K +$235K +2,111 New
FF
574
Friedenthal Financial
New Jersey
$236K +$234K +2,099 New
BC
575
Burleson & Co
California
$234K -$3.23K -29 -1%

EMB Hedge Fund Activity: Q2 2021 in Review

734 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q2 2021, worth a combined $14.5B — up 16% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EMB positions and 70 closed out — a net gain of 29 holders — while 375 added to existing stakes and 170 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $845M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $163M.

  • 734 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q2 2021, up from 712 in Q1 2021.
  • Funds reported $14.5B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 99 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q2 2021 and 70 closed out, a net change of +29 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $845M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q2 2021 was BNP Paribas Financial Markets, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2021.