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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
HWA
576
HHM Wealth Advisors
Tennessee
$287K -$1.85K -17 -0.6%
AWM
577
Axxcess Wealth Management
California
$287K +$287K +2,627 New
MNG
578
Manning & Napier Group
New York
$286K
IP
579
Ignite Planners
California
$285K +$299K +2,741 New
TWM
580
Tradition Wealth Management
Minnesota
$281K -$74.6K -684 -21%
VFA
581
Voya Financial Advisors
Connecticut
$281K +$23.3K +214 +9%
IF
582
Intrua Financial
Texas
$280K +$80.2K +735 +40%
ML
583
McAdam LLC
Pennsylvania
$279K +$44.9K +412 +19%
WG
584
Watchman Group
Texas
$279K +$279K +2,554 New
GA
585
Greenspring Advisors
Maryland
$279K +$279K +2,560 New
AFG
586
Affinia Financial Group
Massachusetts
$278K +$2.95K +27 +1%
TA
587
TrueWealth Advisors
Alabama
$277K -$38.7K -355 -12%
IAG
588
Investment Advisory Group
Massachusetts
$273K +$290K +2,655 New
OCM
589
Objective Capital Management
Ohio
$272K +$272K +2,492 New
QCM
590
Quest Capital Management
Texas
$270K -$6.11K -56 -2%
CIA
591
Cohen Investment Advisors
New Hampshire
$266K -$9.49K -87 -3%
PA
592
Parallel Advisors
California
$265K -$88.5K -811 -25%
TFA
593
Teamwork Financial Advisors
Texas
$264K -$26.2K -240 -9%
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$263K -$92.1K -844 -26%
HT
595
Heritage Trust
Oklahoma
$262K -$19.9K -182 -7%
IIA
596
IPG Investment Advisors
California
$262K +$261K +2,396 New
EFG
597
Everhart Financial Group
Ohio
$261K -$62.9K -577 -19%
T
598
TNF
Montana
$261K +$7.2K +66 +3%
JSW
599
Journey Strategic Wealth
New Jersey
$256K +$256K +2,349 New
IFG
600
Investors Financial Group
Minnesota
$247K +$44.2K +405 +22%

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.