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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
BHWM
626
Bay Harbor Wealth Management
Maryland
$209K +$63.8K +585 +41%
FA
627
Flagstar Advisors
New York
$209K +$172K +1,580 +474%
MW
628
Marcum Wealth
Ohio
$207K +$207K +1,895 New
WWG
629
West Wealth Group
California
$204K +$204K +1,873 New
MA
630
MUFG Americas
New York
$203K
SF
631
Summit Financial
New Jersey
$203K -$7.75K -71 -4%
ACK
632
Andrew C. Karlinski
$202K +$202K +1,849 New
PK
633
Pflug Koory
Nebraska
$172K
TFO
634
Tarbox Family Office
California
$163K -$6.33K -58 -4%
CAM
635
Chandler Asset Management
California
$162K +$162K +1,487 New
PP
636
PFS Partners
New Jersey
$162K +$162K +1,485 New
DI
637
Disciplined Investments
Oklahoma
$160K -$219K -2,003 -58%
RAM
638
Riggs Asset Management
Pennsylvania
$155K -$5.44M -49,864 -97%
SC
639
SouthState Corp
Florida
$155K +$155K +1,421 New
EBA
640
Eagle Bay Advisors
New York
$151K -$7.96K -73 -5%
MRC
641
Millburn Ridgefield Corp
New York
$143K -$173K -1,590 -55%
CWA
642
Clearview Wealth Advisors
Oregon
$143K -$15.9K -146 -10%
BC
643
Burleson & Co
California
$124K -$7.09K -65 -5%
FPWM
644
FSB Premier Wealth Management
Iowa
$124K +$125K +1,142 New
SMG
645
Spectrum Management Group
Indiana
$119K +$1.75K +16 +1%
FP
646
Financial Perspectives
Minnesota
$119K
SWM
647
Sugarloaf Wealth Management
Georgia
$104K +$7.2K +66 +7%
FCA
648
FinTrust Capital Advisors
South Carolina
$103K +$13.4K +123 +15%
SBL
649
Sargent Bickham Lagudis
Colorado
$101K -$130K -1,196 -56%
IA
650
IndexIQ Advisors
New York
$100K -$16.3M -149,118 -99%

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.