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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
EWP
701
Elevation Wealth Partners
California
$3.8K
HWP
702
Hibernia Wealth Partners
Louisiana
$3.8K +$3.92K +46 New
RG
703
Retirement Group
California
$3.55K
SFA
704
Semmax Financial Advisors
North Carolina
$3.54K +$3.67K +43 New
HWA
705
HHM Wealth Advisors
Tennessee
$3.47K
AWM
706
Atticus Wealth Management
Florida
$3.3K +$2.39K +28 +233%
ITIM
707
Indiana Trust & Investment Management
Indiana
$3.3K +$3.41K +40 New
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$3.22K +$3.33K +39 New
CA
709
Centerpoint Advisors
Massachusetts
$3K +$2.64K +31 New
TH
710
TCTC Holdings
Texas
$2.89K
BWP
711
Baldwin Wealth Partners
Massachusetts
$2.72K
MLA
712
MB, Levis & Associates
Pennsylvania
$2.58K
HIA
713
Harbor Investment Advisory
Maryland
$2.56K
GWS
714
Glassman Wealth Services
Virginia
$2.53K +$2.64K +31 New
SSWM
715
Sheets Smith Wealth Management
North Carolina
$2.48K +$2.56K +30 New
TAM
716
Tucker Asset Management
Colorado
$2.31K -$7.42K -87 -76%
MFG
717
Mendota Financial Group
Wisconsin
$2.23K
GEA
718
Glen Eagle Advisors
New Jersey
$2.15K -$85 -1 -4%
MA
719
MCF Advisors
Kentucky
$2.15K -$1.28K -15 -37%
HBW
720
Hazlett, Burt & Watson
West Virginia
$2K
IRC
721
Investors Research Corp
Georgia
$1.9K
GWSG
722
GPS Wealth Strategies Group
Colorado
$1.73K
SA
723
SRH Advisors
Kansas
$1.49K
PWMG
724
Prestige Wealth Management Group
New Jersey
$1.16K
EAM
725
Eukles Asset Management
Ohio
$1.16K

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.