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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 131 funds opening new positions, 291 increasing their positions, 253 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+28
Holders Change %
+3.84%
% of All Funds
12.13%
Holding in Top 10
33
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-36.54%
% of All Funds
0.53%
New
131
Increased
291
Reduced
253
Closed
85
Calls
$417M
Puts
$830M
Net Calls
-$413M
Net Calls Change
-$409M
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
151
Omega Financial Group
California
$6.33M +$992K +11,495 +19%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$6.32M +$3.68M +42,700 +140%
LFASL
153
Lugano Financial Advisors SA (LFA)
Switzerland
$6.26M +$85.6K +992 +1%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$6.13M -$1.56M -18,152 -20%
FCBT
155
First Citizens Bank & Trust
North Carolina
$6.11M +$3.66M +42,437 +149%
UBS AM
156
UBS AM
Illinois
$5.96M -$3.6M
FLA
157
Financial Life Advisors
Texas
$5.91M +$3.82M +44,313 +183%
EI
158
Ellevest Inc
New York
$5.89M +$189K +2,196 +3%
AAS
159
Avantax Advisory Services
Texas
$5.75M +$931K +10,785 +19%
MSWMA
160
Market Street Wealth Management Advisors
Indiana
$5.68M +$5.68M +65,823 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$5.63M +$2.8M +32,443 +99%
MPW
162
MA Private Wealth
California
$5.62M +$5.62M +65,163 New
CCM
163
Crabel Capital Management
California
$5.25M +$27.5K +319 +0.5%
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$5.22M
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$5.2M -$2.55M -29,601 -33%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$5.18M -$211K -2,443 -4%
SC
167
Scotia Capital
Ontario, Canada
$5.15M -$912K -10,575 -15%
MWM
168
Modera Wealth Management
New Jersey
$4.98M -$55.1M -638,485 -92%
SCM
169
Stonehearth Capital Management
Massachusetts
$4.98M +$4.98M +57,686 New
IC
170
Inscription Capital
Texas
$4.67M +$1.91M +22,098 +69%
OAM
171
Occidental Asset Management
California
$4.67M +$3.7M +42,834 +380%
FCIM
172
Fairview Capital Investment Management
California
$4.63M -$194K -2,250 -4%
FA
173
Financial Alternatives
California
$4.62M -$30.3K -351 -0.7%
BWA
174
BlueSky Wealth Advisors
North Carolina
$4.61M -$44.8K -519 -1%
MG
175
Mather Group
Illinois
$4.49M -$1.68M -19,505 -27%