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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
SS
551
Simplicity Solutions
Minnesota
$363K -$345K -4,096 -50%
MFA
552
Mayflower Financial Advisors
Massachusetts
$360K +$51K +606 +18%
HPFG
553
Hart & Patterson Financial Group
Massachusetts
$358K +$338K +4,015 New
HPM
554
Hoxton Planning & Management
West Virginia
$353K +$67.7K +804 +25%
IIC
555
Ironwood Investment Counsel
Arizona
$351K -$141K -1,679 -30%
SIA
556
Soltis Investment Advisors
Utah
$349K -$3.87K -46 -1%
UWS
557
Unique Wealth Strategies
Illinois
$346K +$327K +3,881 New
PWPS
558
Pinnacle Wealth Planning Services
Ohio
$343K +$114K +1,349 +54%
PBF
559
Petix & Botte Financial
California
$342K
QWP
560
Quotient Wealth Partners
Texas
$337K +$319K +3,786 New
WA
561
Wealthstream Advisors
New York
$337K +$54.2K +644 +21%
WA
562
Wealth Alliance
New York
$334K +$60K +712 +23%
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$334K -$27.5K -327 -8%
IC
564
Innealta Capital
Texas
$325K +$307K +3,648 New
DCM
565
Driehaus Capital Management
Illinois
$320K +$303K +3,598 New
Luther King Capital Management (LKCM)
566
Luther King Capital Management (LKCM)
Texas
$317K
CW
567
Channel Wealth
California
$314K -$53.5K -635 -15%
CIA
568
Cohen Investment Advisors
New Hampshire
$314K -$168 -2 -0.1%
MIA
569
MMBG Investment Advisors
Florida
$312K
PIA
570
Pinion Investment Advisors
Kansas
$311K -$113K -1,344 -28%
FCAM
571
First Citizens Asset Management
North Carolina
$307K -$9.69K -115 -3%
CPG
572
Cornerstone Planning Group
New Jersey
$305K -$39.3K -467 -12%
CC
573
Copperleaf Capital
North Carolina
$295K -$9.77K -116 -3%
BWM
574
Brown Wealth Management
Illinois
$289K +$273K +3,242 New
HI
575
Harbour Investments
Wisconsin
$285K -$81.3K -965 -23%

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.