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iShares JPMorgan USD Emerging Markets Bond ETF

762 hedge funds and large institutions have $11.8B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 292 increasing their positions, 281 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
12.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.47%
New
101
Increased
292
Reduced
281
Closed
90
Calls
$159M
Puts
$419M
Net Calls
-$260M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$8.08M -$20.7K -239 -0.3%
RI
127
Rinkey Investments
California
$7.93M +$1.28M +14,798 +19%
JSAM
128
J. Safra Asset Management
New York
$7.83M +$150K +1,728 +2%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$7.69M -$2.58M -29,844 -25%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$7.39M +$849K +9,819 +13%
TF
131
Trek Financial
Arizona
$7.28M -$2.43M -28,087 -25%
SCM
132
Stevens Capital Management
Pennsylvania
$7.16M +$7.16M +82,700 New
IUHSA
133
Itau Unibanco Holding S.A.
Brazil
$6.99M +$554K +6,400 +9%
WP
134
WealthSource Partners
California
$6.93M -$191K -2,209 -3%
FM
135
Foster & Motley
Ohio
$6.76M -$505K -5,837 -7%
SG Americas Securities
136
SG Americas Securities
New York
$6.32M -$15.4M -177,831 -71%
EI
137
Ellevest Inc
New York
$6.32M +$408K +4,711 +7%
OFG
138
Omega Financial Group
California
$6.28M -$74.6K -862 -1%
LFASL
139
Lugano Financial Advisors SA (LFA)
Switzerland
$6.23M -$49.5K -572 -0.8%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$6.22M +$571K +6,600 +10%
ITB
141
Idaho Trust Bank
Idaho
$6.17M +$6.17M +71,333 New
MSWMA
142
Market Street Wealth Management Advisors
Indiana
$6.12M +$422K +4,871 +7%
FIA
143
Foundations Investment Advisors
Arizona
$6.03M -$4.98M -57,568 -45%
VWM
144
Venturi Wealth Management
Texas
$5.97M -$6.18M -71,439 -51%
UBS AM
145
UBS AM
Illinois
$5.96M -$5.96M
JCM
146
J2 Capital Management
Michigan
$5.86M +$4.88M +56,433 +498%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$5.8M +$579K +6,695 +11%
AAS
148
Avantax Advisory Services
Texas
$5.72M -$40.8K -472 -0.7%
MPW
149
MA Private Wealth
California
$5.66M +$23.8K +275 +0.4%
AWS
150
Atria Wealth Solutions
New York
$5.56M -$838K -9,678 -13%