We are live on ! Find out more
EMB icon

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
EWM
751
Edge Wealth Management
New York
– -$739K -9,300 Closed
FAM
752
Forte Asset Management
New York
– -$676K -8,514 Closed
CAC
753
Cowen and Company
New York
– -$588K -7,410 Closed
TCM
754
Triumph Capital Management
Colorado
– -$558K -7,025 Closed
LI
755
LMCG Investments
Massachusetts
– -$462K -5,822 Closed
ULWM
756
Upper Left Wealth Management
Florida
– -$457K -5,647 Closed
ACM
757
AlphaStar Capital Management
North Carolina
– -$440K -5,541 Closed
KPWS
758
Kestra Private Wealth Services
Texas
– -$390K -4,907 Closed
CT
759
Coastline Trust
Rhode Island
– -$374K -4,705 Closed
CCFM
760
Clear Creek Financial Management
Washington
– -$372K -4,681 Closed
JSAM
761
J. Safra Asset Management
New York
– -$57K -4,591 Closed
HVIA
762
Hudson Valley Investment Advisors
New York
– -$299K -3,762 Closed
IA
763
IFG Advisory
Georgia
– -$297K -3,747 Closed
SXL
764
Summit X LLC
Missouri
– -$284K -3,576 Closed
EFG
765
Everhart Financial Group
Ohio
– -$267K -3,364 Closed
FAM
766
Flaharty Asset Management
Florida
– -$267K -3,362 Closed
WWM
767
Western Wealth Management
Colorado
– -$251K -3,161 Closed
AWA
768
Arete Wealth Advisors
Illinois
– -$245K -3,084 Closed
FPAS
769
Focus Partners Advisor Solutions
Missouri
– -$229K -2,888 Closed
GIA
770
Gladstone Institutional Advisory
Florida
– -$227K -2,864 Closed
AT
771
American Trust
Kentucky
– -$220K -2,774 Closed
AFG
772
Affinia Financial Group
Massachusetts
– -$218K -2,770 Closed
VC
773
Vicus Capital
Pennsylvania
– -$207K -2,613 Closed
MIS
774
Morningstar Investment Services
Illinois
– -$234K -2,602 Closed
GWMIA
775
Global Wealth Management Investment Advisory
Florida
– -$203K -2,556 Closed
29 30
31
32 33

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.