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
EI
151
Ellevest Inc
New York
$5M +$332K +3,886 +7%
DY
152
Dowling & Yahnke
California
$4.99M -$1.19M -13,979 -18%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$4.85M -$2.84M -33,255 -35%
BCM
154
BlueCrest Capital Management
Jersey
$4.76M -$10.4M -122,242 -67%
Nomura Asset Management
155
Nomura Asset Management
Japan
$4.75M -$3.53M -41,300 -41%
AAM
156
Autus Asset Management
Arizona
$4.61M -$239K -2,794 -5%
BWA
157
BlueSky Wealth Advisors
North Carolina
$4.42M +$546K +6,385 +13%
MCM
158
Monument Capital Management
Virginia
$4.39M +$4.73M +55,313 New
KeyBank National Association
159
KeyBank National Association
Ohio
$4.36M -$440K -5,147 -9%
AAS
160
Avantax Advisory Services
Texas
$4.32M +$13.5K +158 +0.3%
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$3.94M -$441K -5,164 -9%
RT
162
Rockland Trust
Massachusetts
$3.92M -$251K -2,934 -6%
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$3.85M +$473K +5,535 +13%
FA
164
Forefront Analytics
Pennsylvania
$3.78M -$54K -632 -1%
HH
165
Hilltop Holdings
Texas
$3.77M +$2.25M +26,304 +124%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$3.71M +$391K +4,575 +11%
WCM
167
Wavelength Capital Management
Connecticut
$3.59M -$513K -6,000 -12%
AWS
168
Atria Wealth Solutions
New York
$3.58M +$126K +1,478 +3%
EWA
169
EP Wealth Advisors
California
$3.56M -$631K -7,377 -14%
ATPW
170
Ashton Thomas Private Wealth
Arizona
$3.56M +$580K +6,786 +18%
WBG
171
Wharton Business Group
Pennsylvania
$3.46M
HFS
172
Horizon Financial Services
North Carolina
$3.44M -$341K -3,995 -8%
HW
173
Hancock Whitney
Mississippi
$3.41M +$633K +7,406 +21%
LC
174
LCNB Corp
Ohio
$3.38M +$6.84K +80 +0.2%
CPO
175
Cerity Partners OCIO
New York
$3.38M +$839K +9,818 +30%

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.