We are live on ! Find out more
EMB icon

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
SAS
601
Stelac Advisory Services
New York
$239K -$85.3K -1,013 -27%
TPWA
602
TRUE Private Wealth Advisors
Oregon
$238K -$17.4K -207 -7%
RTL
603
Red Tortoise LLC
Georgia
$237K -$28.5K -338 -11%
GA
604
GFS Advisors
Texas
$232K
HAS
605
HBW Advisory Services
California
$232K +$219K +2,606 New
WIM
606
WealthPlan Investment Management
Nebraska
$232K -$50.1K -595 -19%
FFBTD
607
First Financial Bank - Trust Division
Ohio
$231K -$43K -511 -16%
MCCP
608
Mission Creek Capital Partners
California
$231K +$1.85K +22 +0.9%
AOWM
609
Alpha Omega Wealth Management
Virginia
$230K -$3.37K -40 -2%
UB
610
UMB Bank
Missouri
$230K
MW
611
Maia Wealth
Colorado
$229K +$217K +2,575 New
SF
612
Synovus Financial
Georgia
$229K +$6.74K +80 +3%
TT
613
TI-Trust
Illinois
$229K -$4.88K -58 -2%
VBWMG
614
Von Berge Wealth Management Group
California
$226K -$32.8K -389 -13%
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$226K +$214K +2,537 New
TC
616
Trilogy Capital
California
$225K +$213K +2,529 New
FA
617
Fiduciary Alliance
South Carolina
$225K -$56.2K -667 -21%
GWP
618
Gateway Wealth Partners
Wisconsin
$225K -$36.3K -431 -15%
BHPW
619
Beverly Hills Private Wealth
California
$224K +$212K +2,518 New
AGM
620
Alpine Global Management
New York
$224K +$212K +2,517 New
AA
621
AlphaMark Advisors
Kentucky
$224K -$30.9K -367 -13%
MFGP
622
Marshall Financial Group (Pennsylvania)
Pennsylvania
$223K -$32.9K -391 -14%
BPA
623
Beacon Pointe Advisors
California
$222K -$39.3K -467 -16%
SAM
624
Secure Asset Management
Michigan
$221K +$209K +2,476 New
JWCA
625
J.W. Cole Advisors
Florida
$220K +$209K +2,476 New

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.