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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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$4.91M -$826K -7,571 -14%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$4.84M -$225K -2,062 -4%
IWC
203
Integrated Wealth Concepts
Massachusetts
$4.83M +$173K +1,583 +4%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$4.82M +$4.82M +44,190 New
RI
205
Rinkey Investments
California
$4.77M +$4.9M +44,936 New
HighTower Advisors
206
HighTower Advisors
Illinois
$4.73M -$7.02M -64,348 -60%
CA
207
Cetera Advisors
Colorado
$4.7M +$2.69M +24,612 +133%
AWM
208
AE Wealth Management
Kansas
$4.66M +$365K +3,343 +8%
DTIM
209
Danda Trouve Investment Management
Kansas
$4.65M -$10K -92 -0.2%
FCIM
210
Fairview Capital Investment Management
California
$4.64M -$106K -975 -2%
HGWM
211
Harvest Group Wealth Management
Massachusetts
$4.51M -$370K -3,388 -8%
SW
212
Simplicity Wealth
New Jersey
$4.46M +$4.47M +40,945 New
CT
213
Columbia Trust
Oregon
$4.43M
NWM
214
Northcape Wealth Management
New York
$4.35M +$4.35M +39,878 New
FF
215
Financial Futures
New Jersey
$4.33M +$4.33M +39,724 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$4.33M -$567K -5,199 -12%
WBG
217
Wharton Business Group
Pennsylvania
$4.31M +$4.31M +39,480 New
PAG
218
Private Advisor Group
New Jersey
$4.26M -$1.43M -13,095 -25%
HWAM
219
Hennion & Walsh Asset Management
New Jersey
$4.19M -$190K -1,742 -4%
GC
220
Guggenheim Capital
Illinois
$4.19M +$388K +3,554 +10%
HWIS
221
Hancock Whitney Investment Services
Louisiana
$4.13M +$4.12M +37,772 New
WI
222
Wintrust Investments
Illinois
$4.09M -$73K -669 -2%
Northern Trust
223
Northern Trust
Illinois
$4.04M -$4.28M -39,212 -51%
WTB
224
Washington Trust Bank
Washington
$4.04M +$4.04M +37,020 New
1WM
225
1900 Wealth Management
Texas
$4.03M -$928K -8,504 -19%

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.