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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
CFO
576
Collective Family Office
Pennsylvania
$285K -$522K -6,200 -66%
PIA
577
Panoramic Investment Advisors
Colorado
$280K
IAG
578
Investment Advisory Group
Massachusetts
$279K -$2.02K -24 -0.8%
SS
579
Sunbelt Securities
Texas
$278K -$1.09K -13 -0.4%
KC
580
Kingfisher Capital
North Carolina
$277K +$12.2K +145 +5%
NPT
581
National Philanthropic Trust
Pennsylvania
$274K +$259K +3,079 New
AWE
582
Avidian Wealth Enterprises
Texas
$271K +$256K +3,042 New
MWM
583
Mosley Wealth Management
California
$269K +$255K +3,023 New
HAG
584
HF Advisory Group
Maryland
$266K +$46K +546 +22%
WC
585
Waterloo Capital
Texas
$265K +$250K +2,973 New
DI
586
Disciplined Investments
Oklahoma
$264K -$86.8K -1,031 -26%
N
587
Natixis
France
$263K +$242K +2,878 +3,598%
CT
588
Columbia Trust
Oregon
$262K -$55.8K -662 -18%
VFA
589
Voya Financial Advisors
Connecticut
$261K -$11.6K -138 -5%
WLPWM
590
Walled Lake Planning & Wealth Management
Illinois
$261K +$247K +2,930 New
CAS
591
Coppell Advisory Solutions
Texas
$260K +$246K +2,918 New
RCAG
592
Rehmann Capital Advisory Group
Michigan
$257K -$10K -119 -4%
P
593
Pitcairn
Pennsylvania
$256K
VCM
594
Virtue Capital Management
Tennessee
$255K -$16.5K -196 -6%
HNB
595
Huntington National Bank
Ohio
$253K
AWM
596
Axxcess Wealth Management
California
$251K -$5.98K -71 -2%
ES
597
Eagle Strategies
New York
$250K +$2.78K +33 +1%
TPI
598
Trust Point Inc
Wisconsin
$247K +$233K +2,771 New
WCF
599
West Coast Financial
California
$242K +$2.69K +32 +1%
SIC
600
Sterling Investment Counsel
New York
$240K +$1.18K +14 +0.5%

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.