We are live on ! Find out more
EMB icon

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
WCG
601
Weaver Consulting Group
California
$246K -$10.9K -100 -4%
BAM
602
Baldrige Asset Management
Pennsylvania
$243K
WBC
603
West Branch Capital
Massachusetts
$238K +$62K +568 +35%
MHB
604
Midwest Heritage Bank
Iowa
$236K +$236K +2,166 New
OWA
605
Octavia Wealth Advisors
Ohio
$235K +$5.67K +52 +2%
FNWM
606
Financial Network Wealth Management
Utah
$233K +$6.98K +64 +3%
IFG
607
Independent Financial Group
California
$230K +$230K +2,112 New
DE
608
Day & Ennis
Georgia
$230K +$230K +2,105 New
FF
609
Friedenthal Financial
New Jersey
$229K
CCM
610
Coldstream Capital Management
Washington
$229K +$229K +2,099 New
V
611
VeraBank
Texas
$227K -$145K -1,331 -39%
WCF
612
West Coast Financial
California
$226K +$1.85K +17 +0.8%
KF
613
Krilogy Financial
Missouri
$224K +$6.98K +64 +3%
BPCE
614
Bank Pictet & Cie (Europe)
Germany
$223K -$84K -770 -27%
WA
615
Waddell & Associates
Tennessee
$223K +$6.55K +60 +3%
LA
616
Legacy Advisors
Pennsylvania
$218K -$4.47K -41 -2%
CPIG
617
Chicago Partners Investment Group
Illinois
$217K -$2.18K -20 -0.9%
RPCONE
618
Retirement Planning Company of New England
Rhode Island
$217K +$218K +1,995 New
FSG
619
Financial Strategies Group
Michigan
$215K +$215K +1,972 New
IFA
620
Interactive Financial Advisors
Illinois
$213K -$4.17M -38,223 -95%
BG
621
Benedetti & Gucer
Georgia
$213K +$2.29K +21 +1%
SB
622
Strategic Blueprint
Georgia
$213K +$213K +1,954 New
SC
623
Solstein Capital
California
$212K -$15.7K -144 -7%
MIH
624
Meitav Investment House
Israel
$212K
MWM
625
Meridian Wealth Management
Kentucky
$210K +$109 +1 +0.1%

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.