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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

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: 737 → 787 (+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: 53 → 48 (-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

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$184M
2
SG Americas Securities
SG Americas Securities
New York
+$120M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$109M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
Wells Fargo
Wells Fargo
California
+$90.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$380M
2
SLI
Sumitomo Life Insurance
Japan
-$145M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$143M
4
AssetMark Inc
AssetMark Inc
California
-$137M
5
Charles Schwab
Charles Schwab
California
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
751
O'Shaughnessy Asset Management
Connecticut
$4K – – –
ADL
752
Asset Dedication LLC
California
$4K +$4.04K +37 +1,233%
CAAS
753
Capital Asset Advisory Services
Michigan
$3K -$3.82K -35 -58%
IRC
754
Investors Research Corp
Georgia
$3K – – –
MS
755
Mizuho Securities
Japan
$3K +$2.4K +22 +440%
RDIA
756
RE Dickinson Investment Advisors
Iowa
$3K +$2.62K +24 New
SPA
757
Shore Point Advisors
New Jersey
$3K +$2.95K +27 New
AIA
758
Arcadia Investment Advisors
Idaho
$2.84K – – –
EWA
759
Evolution Wealth Advisors
Florida
$2.7K +$507K +4,648 +23%
HIA
760
Harbor Investment Advisory
Maryland
$2K – – –
HI
761
Hudock Inc
Pennsylvania
$2K – – –
PWMG
762
Prestige Wealth Management Group
New Jersey
$2K – – –
SL
763
Savior LLC
Massachusetts
$2K – – –
YAL
764
Your Advocates Ltd
Texas
$2K – – –
TIM
765
Tortoise Investment Management
New York
$2K +$109 +1 +6%
GC
766
Gould Capital
Washington
$2K +$1.53K +14 New
C
767
Covestor
United Kingdom
$2K +$1.75K +16 New
CWP
768
Concord Wealth Partners
Virginia
$2K +$2.29K +21 New
FFG
769
Ford Financial Group
California
$1.86K -$165K -1,513 -8%
CP
770
Castleview Partners
Texas
$1.49K +$17.8M +162,935 New
FCFS
771
First Command Financial Services
Texas
$1K -$7.09K -65 -87%
BWL
772
Bogart Wealth LLC
Virginia
$1K – – –
LS
773
Leelyn Smith
Illinois
$1K – – –
FWM
774
Focused Wealth Management
New York
$1K +$109 +1 +8%
PMFA
775
Plante Moran Financial Advisors
Michigan
$1K +$655 +6 New
29 30
31
32 33

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.