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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
CWM
676
Consultiva Wealth Management
Puerto Rico
$50K +$545 +5 +1%
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$50K +$40.8K +374 +456%
LC
678
Lindbrook Capital
California
$48K
SW
679
SVB Wealth
Massachusetts
$45K +$45.8K +420 New
PB
680
Pinnacle Bancorp
Nebraska
$44K
PP
681
PrairieView Partners
Minnesota
$43K +$3.38K +31 +8%
KFS
682
Kelly Financial Services
Massachusetts
$42.3K +$982 +9 +2%
HFA
683
HC Financial Advisors
California
$41K -$86.8K -796 -68%
CIM
684
Contravisory Investment Management
Massachusetts
$40K +$39.6K +363 New
DWMG
685
DB Wealth Management Group
California
$39K -$216K -1,983 -85%
M
686
MOTCO
Texas
$39K
WTC
687
WhitTier Trust Company
Nevada
$36K
First Manhattan
688
First Manhattan
New York
$35K +$2.18K +20 +7%
AF
689
Allworth Financial
California
$35K +$17.8K +163 +103%
JWA
690
JFS Wealth Advisors
Pennsylvania
$35K +$35.3K +324 New
LWM
691
Liberty Wealth Management
California
$34.1K -$370K -3,394 -92%
PP
692
Pacifica Partners
Canada
$33K +$218 +2 +0.7%
ZIG
693
Zullo Investment Group
Pennsylvania
$31K +$30.5K +280 New
ACM
694
Absolute Capital Management
Pennsylvania
$30.6K +$30.7K +281 New
MP
695
McDonald Partners
Ohio
$30.6K +$30.7K +281 New
BWA
696
BDO Wealth Advisors
Florida
$30K -$202K -1,854 -87%
APC
697
Aspire Private Capital
North Carolina
$30K +$13.2K +121 +81%
AII
698
AGF Investments Inc
Ontario, Canada
$29K -$9.6K -88 -25%
AWM
699
Abound Wealth Management
Tennessee
$28.9K +$28.9K +265 New
FDCDDQ
700
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.6K

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.