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iShares JPMorgan USD Emerging Markets Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 291 increasing their positions, 252 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 85

15% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 252

4% more funds holding

Funds holding: 729758 (+29)

1% more capital invested

Capital invested by funds: $11.8B → $11.9B (+$97.4M)

0.4% more ownership

Funds ownership: 80.55%80.95% (+0.4%)

37% less funds holding in top 10

Funds holding in top 10: 5233 (-19)

50% less call options, than puts

Call options by funds: $417M | Put options by funds: $830M

Holders
758
Holders Change
+29
Holders Change %
+3.98%
% of All Funds
12.08%
Holding in Top 10
33
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-36.54%
% of All Funds
0.53%
New
132
Increased
291
Reduced
252
Closed
85
Calls
$417M
Puts
$830M
Net Calls
-$413M
Net Calls Change
-$409M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
826
Yarbrough Capital
Tennessee
-$16.2K -191 Closed
ZIG
827
Zullo Investment Group
Pennsylvania
-$15.6K -185 Closed
FA
828
Fiduciary Alliance
South Carolina
-$10.1K -119 Closed
KSWA
829
Kathleen S. Wright Associates
Pennsylvania
-$10K -119 Closed
MPCL
830
My Personal CFO LLC
Washington
-$9.73K -115 Closed
EA
831
Evolution Advisers
Virginia
-$7K -83 Closed
FWM
832
Focused Wealth Management
New York
-$3.89K -46 Closed
CWAF
833
Core Wealth Advisors (Florida)
Florida
-$2.96K -35 Closed
AA
834
Addison Advisors
Vermont
-$2.45K -29 Closed
NC
835
NewSquare Capital
Pennsylvania
-$2.2K -26 Closed
YAL
836
Your Advocates Ltd
Texas
-$1.44K -17 Closed
WPA
837
West Paces Advisors
Georgia
-$1.18K -14 Closed
CPFP
838
Clear Perspectives Financial Planning
Ohio
-$930 -11 Closed
TCM
839
Tradewinds Capital Management
Washington
-$930 -11 Closed
FCB
840
First Command Bank
Texas
-$1K -10 Closed
FCFS
841
First Command Financial Services
Texas
-$1K -10 Closed
CI
842
Cordant Inc
Oregon
-$677 -8 Closed
EE
843
EWG Elevate
California
-$508 -6 Closed
LS
844
Leelyn Smith
Illinois
-$85 -1 Closed
Parallax Volatility Advisers
845
Parallax Volatility Advisers
California
-$85 -1 Closed

EMB Hedge Fund Activity: Q1 2023 in Review

758 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2023, worth a combined $11.9B — up 0.83% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new EMB positions and 85 closed out — a net gain of 47 holders — while 291 added to existing stakes and 252 trimmed.

The largest buyer was Bank of America, adding an estimated $325M. The largest seller was Jane Street, cutting an estimated $299M.

  • 758 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2023, up from 729 in Q4 2022.
  • Funds reported $11.9B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2023, up 0.83% quarter-over-quarter.
  • 132 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2023 and 85 closed out, a net change of +47 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2023 was Bank of America, an estimated $325M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2023 was Jane Street, an estimated $299M sold.

Based on aggregated 13F filings for Q1 2023.