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iShares JPMorgan USD Emerging Markets Bond ETF

787 hedge funds and large institutions have $14.8B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 327 increasing their positions, 220 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 105

49% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 220

7% more funds holding

Funds holding: 737787 (+50)

0.6% more ownership

Funds ownership: 73.93%74.53% (+0.6%)

0% less capital invested

Capital invested by funds: $14.8B → $14.8B (-$24M)

9% less funds holding in top 10

Funds holding in top 10: 5348 (-5)

79% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.81B

Holders
787
Holders Change
+50
Holders Change %
+6.78%
% of All Funds
12.11%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.74%
New
164
Increased
327
Reduced
220
Closed
105
Calls
$585M
Puts
$2.81B
Net Calls
-$2.22B
Net Calls Change
-$633M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Forefront Analytics
Pennsylvania
$6.27M -$6.31M -57,860 -50%
EWA
177
EP Wealth Advisors
California
$6.26M +$5.74M +52,596 +1,101%
UIA
178
UBP Investment Advisors
Switzerland
$6.16M -$1.25M -11,444 -17%
CFA
179
Camarda Financial Advisors
Florida
$5.98M +$434K +3,981 +8%
JG
180
Jefferies Group
New York
$5.95M -$56.1M -514,425 -90%
EI
181
Ellevest Inc
New York
$5.93M +$1.46M +13,375 +33%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$5.89M +$1.82M +16,660 +45%
N
183
Natixis
France
$5.84M -$4.2M -38,484 -42%
AAS
184
Avantax Advisory Services
Texas
$5.77M +$1.23M +11,307 +27%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$5.62M -$511K -4,683 -8%
Prudential Financial
186
Prudential Financial
New Jersey
$5.55M +$118K +1,079 +2%
FIM
187
Freedom Investment Management
Connecticut
$5.35M -$1.67M -15,352 -24%
FEG
188
Financial Enhancement Group
Indiana
$5.34M +$242K +2,219 +5%
Wolverine Trading
189
Wolverine Trading
Illinois
$5.29M -$998K -9,144 -16%
CFO
190
Custos Family Office
Texas
$5.25M +$5.25M +48,151 New
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$5.17M
FMC
192
First Merchants Corp
Indiana
$5.16M +$135K +1,238 +3%
FTS
193
Fifth Third Securities
Ohio
$5.14M -$762K -6,984 -13%
IWP
194
Insight Wealth Partners
Texas
$5.14M +$928K +8,507 +22%
IUHSA
195
Itau Unibanco Holding S.A.
Brazil
$5.13M +$3.49M +32,000 +213%
WCM
196
Wavelength Capital Management
Connecticut
$5.06M +$5.07M +46,435 New
KWA
197
KCS Wealth Advisory
California
$5.04M -$818K -7,496 -14%
AA
198
ALPS Advisors
Colorado
$4.98M -$48.5K -445 -1%
AWMG
199
Alliance Wealth Management Group
New Jersey
$4.94M -$297K -2,725 -6%
CS
200
Credit Suisse
Switzerland
$4.91M -$895K -8,204 -15%

EMB Hedge Fund Activity: Q4 2021 in Review

787 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2021, worth a combined $14.8B — down 0.16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new EMB positions and 105 closed out — a net gain of 59 holders — while 327 added to existing stakes and 220 trimmed.

The largest buyer was Citigroup, adding an estimated $184M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 787 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2021, up from 737 in Q3 2021.
  • Funds reported $14.8B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2021, down 0.16% quarter-over-quarter.
  • 164 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2021 and 105 closed out, a net change of +59 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2021 was Citigroup, an estimated $184M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2021.