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iShares JPMorgan USD Emerging Markets Bond ETF

744 hedge funds and large institutions have $10.6B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 288 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 288

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

1.98% less ownership

Funds ownership: 77.86%75.88% (-2%)

2% less funds holding

Funds holding: 762744 (-18)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

92% less call options, than puts

Call options by funds: $71M | Put options by funds: $842M

Holders
744
Holders Change
-18
Holders Change %
-2.36%
% of All Funds
11.81%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
75
Increased
285
Reduced
288
Closed
80
Calls
$71M
Puts
$842M
Net Calls
-$772M
Net Calls Change
-$511M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
651
McIlrath & Eck
Washington
$19.7K -$6.31K -74 -24%
KC
652
Kenfarb & Co
Kentucky
$18.3K
FRA
653
Front Row Advisors
California
$17.3K
MIM
654
Macroview Investment Management
Maryland
$16.7K +$16.4K +192 +1,920%
AIM
655
Anchor Investment Management
South Carolina
$16.5K
TWC
656
TD Waterhouse Canada
Ontario, Canada
$16.1K
AWM
657
Abound Wealth Management
Tennessee
$15.8K +$2.47K +29 +18%
HT
658
Headlands Technologies
Illinois
$15.3K -$1.07M -12,524 -99%
ACA
659
Aptus Capital Advisors
Alabama
$14.4K +$13K +152 +661%
SIS
660
Sound Income Strategies
Florida
$14.4K +$2.56K +30 +21%
FFA
661
Founders Financial Alliance
North Carolina
$14.3K -$20K -235 -58%
POIA
662
Pin Oak Investment Advisors
Texas
$14K
C
663
Covestor
United Kingdom
$14K +$14.8K +174 New
EBA
664
Eagle Bay Advisors
New York
$13.9K +$2.13K +25 +17%
SVCP
665
Silicon Valley Capital Partners
California
$13.1K +$171 +2 +1%
CTWM
666
Cherry Tree Wealth Management
Minnesota
$13.1K +$171 +2 +1%
MM
667
Main Management
California
$12K
AFS
668
Annapolis Financial Services
Maryland
$11.2K +$85 +1 +0.7%
RWM
669
Ruedi Wealth Management
Illinois
$10.5K +$341 +4 +3%
JWA
670
JFS Wealth Advisors
Pennsylvania
$10.4K
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$10.1K +$10.3K +121 New
BLC
672
Brown, Lisle/Cummings
Rhode Island
$9.57K
PCA
673
Providence Capital Advisors
North Carolina
$9.49K +$9.81K +115 New
EWM
674
EPG Wealth Management
Georgia
$9.32K -$125K -1,462 -93%
CIAS
675
Capital Investment Advisory Services
North Carolina
$9.23K -$4.69K -55 -33%

EMB Hedge Fund Activity: Q3 2023 in Review

744 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2023, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of EMB and 75 opened new positions — a net loss of 5 holders — while 288 trimmed existing stakes and 285 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $247M. The largest seller was Wells Fargo, cutting an estimated $327M.

  • 744 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2023, down from 762 in Q2 2023.
  • Funds reported $10.6B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 75 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2023 and 80 closed out, a net change of -5 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2023 was D.E. Shaw & Co, an estimated $247M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2023.