We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

666 hedge funds and large institutions have $10.4B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 286 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 77.12%77.63% (+0.51%)

0% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 81

3% less capital invested

Capital invested by funds: $10.7B → $10.4B (-$304M)

2% less funds holding

Funds holding: 680666 (-14)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

23% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 286

58% less call options, than puts

Call options by funds: $931M | Put options by funds: $2.22B

Holders
666
Holders Change
-14
Holders Change %
-2.06%
% of All Funds
11.47%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.55%
New
81
Increased
221
Reduced
286
Closed
81
Calls
$931M
Puts
$2.22B
Net Calls
-$1.29B
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
101
Baker Avenue Asset Management
California
$9.38M -$161K -1,881 -2%
Verition Fund Management
102
Verition Fund Management
Connecticut
$9.3M +$9.63M +112,625 +2,476%
CFS
103
Cannon Financial Strategists
Georgia
$9.22M +$757K +8,854 +8%
CI
104
Conning Inc
Connecticut
$9.05M
Wellington Management Group
105
Wellington Management Group
Massachusetts
$8.81M -$48.5M -566,865 -84%
COI
106
Connable Office Inc
Michigan
$8.65M +$9.31M +108,967 New
MRC
107
Millburn Ridgefield Corp
New York
$8.57M +$6.33M +73,996 +218%
Point72 Asset Management
108
Point72 Asset Management
Connecticut
$8.41M -$10.7M -125,000 -54%
FLA
109
Financial Life Advisors
Texas
$8.16M -$1.08M -12,656 -11%
CNC
110
Citizens & Northern Corp
Pennsylvania
$8.12M -$1.89M -22,092 -18%
NA
111
NewEdge Advisors
Louisiana
$8.1M +$239K +2,800 +3%
AWM
112
AE Wealth Management
Kansas
$8.1M +$2.65M +30,972 +44%
Vontobel Holding
113
Vontobel Holding
Switzerland
$8.08M +$7.12M +83,326 +453%
APW
114
Acima Private Wealth
Virginia
$7.96M +$8.57M +100,214 New
ERSOT
115
Employees Retirement System of Texas
Texas
$7.94M
MG
116
Mather Group
Illinois
$7.65M -$18.9M -221,228 -70%
PFA
117
Pure Financial Advisors
California
$7.61M +$633K +7,408 +8%
SWM
118
Spire Wealth Management
Virginia
$7.45M -$554K -6,482 -6%
UAS
119
United Asset Strategies
New York
$7.14M +$6.99M +81,827 +1,005%
AWMG
120
Alliance Wealth Management Group
New Jersey
$7.08M -$1.28M -14,925 -14%
BS
121
Banco Santander
Spain
$7.05M -$1.77M -20,754 -19%
PPFA
122
Provida Pension Fund Administrator
Chile
$6.92M
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$6.89M -$638K -7,465 -8%
SFS
124
Strategic Financial Services
New York
$6.84M +$4.44M +51,936 +152%
HWMA
125
Heritage Wealth Management (Arizona)
Arizona
$6.84M +$419K +4,902 +6%

EMB Hedge Fund Activity: Q3 2022 in Review

666 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2022, worth a combined $10.4B — down 2.8% from $10.7B a quarter earlier.

Fund positioning in EMB was balanced in Q3 2022: 81 funds opened new positions, 81 closed out, 221 added to existing stakes and 286 trimmed.

The largest buyer was Commonwealth of Pennsylvania Public School Employees Retirement System, adding an estimated $491M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $337M sold.

  • 666 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2022, down from 680 in Q2 2022.
  • Funds reported $10.4B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2022 and 81 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2022 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $491M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2022 was Alaska Permanent Fund, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2022.