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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

729 hedge funds and large institutions have $11.8B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 73

63% more funds holding in top 10

Funds holding in top 10: 32 → 52 (+20)

13% more capital invested

Capital invested by funds: $10.4B → $11.8B (+$1.34B)

9% more funds holding

Funds holding: 666 → 729 (+63)

2.92% more ownership

Funds ownership: 77.63% → 80.55% (+2.9%)

0% less call options, than puts

Call options by funds: $922M | Put options by funds: $926M

5% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 259

Holders
729
Holders Change
+63
Holders Change %
+9.46%
% of All Funds
11.72%
Holding in Top 10
52
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+62.5%
% of All Funds
0.84%
New
147
Increased
246
Reduced
259
Closed
73
Calls
$922M
Puts
$926M
Net Calls
-$3.95M
Net Calls Change
+$1.28B

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$657M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$249M
3
Citigroup
Citigroup
New York
+$170M
4
AssetMark Inc
AssetMark Inc
California
+$163M
5
JP Morgan Chase
JP Morgan Chase
New York
+$123M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$450M
2
BlackRock
BlackRock
New York
-$303M
3
SEI Investments
SEI Investments
Pennsylvania
-$223M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$150M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$96.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
701
Harbor Investment Advisory
Maryland
$1.78K – – –
NFSG
702
Newbridge Financial Services Group
Florida
$1.72K – – –
WAM
703
Worth Asset Management
Texas
$1.69K +$1.65K +20 New
MIM
704
Macroview Investment Management
Maryland
$1.61K – – –
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$1.52K +$1.49K +18 New
FCAG
706
First Capital Advisors Group
New Jersey
$1.45K +$165 +2 +13%
YAL
707
Your Advocates Ltd
Texas
$1.44K – – –
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27K -$331 -4 -21%
WPA
709
West Paces Advisors
Georgia
$1.18K +$1.16K +14 New
AWM
710
Atticus Wealth Management
Florida
$1.01K – – –
FCB
711
First Command Bank
Texas
$1K -$19.3K -234 -96%
FCFS
712
First Command Financial Services
Texas
$1K -$19.3K -234 -96%
AW
713
Avion Wealth
Texas
$1K – – –
TSWM
714
Tyler-Stone Wealth Management
Ohio
$1K – – –
DMKJ
715
David M. Knott Jr
$1K +$1.41K +17 New
CWP
716
Concord Wealth Partners
Virginia
$942 +$909 +11 New
CPFP
717
Clear Perspectives Financial Planning
Ohio
$930 +$909 +11 New
TCM
718
Tradewinds Capital Management
Washington
$930 +$909 +11 New
GWM
719
Grand Wealth Management
Michigan
$761 – – –
CI
720
Cordant Inc
Oregon
$677 +$661 +8 New
AWM
721
Align Wealth Management
Oklahoma
$635 +$661 +8 New
WT
722
Washington Trust
Rhode Island
$592 – – –
EE
723
EWG Elevate
California
$508 +$496 +6 New
SWM
724
Sugarloaf Wealth Management
Georgia
$391 – – –
PA
725
PSI Advisors
Florida
$338 – – –
27 28
29
30 31

EMB Hedge Fund Activity: Q4 2022 in Review

729 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2022, worth a combined $11.8B — up 13% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new EMB positions and 73 closed out — a net gain of 74 holders — while 246 added to existing stakes and 259 trimmed.

The largest buyer was Jane Street, adding an estimated $657M. The largest seller was Bank of America, cutting an estimated $450M.

  • 729 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2022, up from 666 in Q3 2022.
  • Funds reported $11.8B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 147 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2022 and 73 closed out, a net change of +74 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2022 was Jane Street, an estimated $657M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2022 was Bank of America, an estimated $450M sold.

Based on aggregated 13F filings for Q4 2022.