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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
CCFM
551
Clear Creek Financial Management
Washington
$326K -$780K -7,148 -70%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$326K -$18K -165 -5%
AIM
553
Anchor Investment Management
South Carolina
$324K +$268K +2,457 +474%
Financial Engines Advisors
554
Financial Engines Advisors
California
$324K +$15.5K +142 +5%
ACM
555
Ategra Capital Management
Virginia
$324K -$77.6K -711 -19%
GC
556
Gilbert & Cook
Iowa
$319K -$32.1K -294 -9%
MC
557
Moors & Cabot
Massachusetts
$316K +$46.3K +424 +17%
FANJ
558
Financial Architects (New Jersey)
New Jersey
$315K -$150K -1,375 -32%
BA
559
Bellwether Advisors
Nebraska
$315K +$10.9K +100 +4%
P
560
Pitcairn
Pennsylvania
$313K
KBFS
561
Kohmann Bosshard Financial Services
Ohio
$311K
AC
562
Apella Capital
Connecticut
$309K -$488K -4,472 -61%
KA
563
Kovack Advisors
Florida
$309K -$49.3K -452 -14%
PFPT
564
Pinnacle Financial Partners (Tennessee)
Tennessee
$309K +$39.1K +358 +14%
APA
565
Astoria Portfolio Advisors
New York
$306K +$306K +2,803 New
FCBT
566
First Citizens Bank & Trust
North Carolina
$302K +$50K +458 +20%
MCCP
567
Mission Creek Capital Partners
California
$300K +$1.85K +17 +0.6%
TT
568
TI-Trust
Illinois
$300K +$300K +2,751 New
Kayne Anderson Rudnick Investment Management
569
Kayne Anderson Rudnick Investment Management
California
$297K +$46.4K +425 +18%
CCG
570
Cypress Capital Group
Florida
$297K +$297K +2,720 New
HFA
571
High Falls Advisors
New York
$296K +$296K +2,716 New
CWA
572
Clarus Wealth Advisors
Arizona
$295K -$13.7K -126 -4%
OIA
573
OneDigital Investment Advisors
Kansas
$294K +$31.1K +285 +12%
CG
574
Colony Group
Massachusetts
$293K -$941K -8,628 -76%
BPC
575
Banque Pictet & Cie
Switzerland
$293K +$47.8K +438 +20%

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.