We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

744 hedge funds and large institutions have $10.6B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 288 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 288

6% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 80

1.98% less ownership

Funds ownership: 77.86%75.88% (-2%)

2% less funds holding

Funds holding: 762744 (-18)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

92% less call options, than puts

Call options by funds: $71M | Put options by funds: $842M

Holders
744
Holders Change
-18
Holders Change %
-2.36%
% of All Funds
11.81%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
75
Increased
285
Reduced
288
Closed
80
Calls
$71M
Puts
$842M
Net Calls
-$772M
Net Calls Change
-$511M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.37B -$327M -3,830,695 -19%
Betterment LLC
2
Betterment LLC
New York
$844M +$19M +222,335 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$456M -$2.72M -31,925 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$435M +$188M +2,200,966 +72%
Wealthfront Advisers
5
Wealthfront Advisers
California
$424M +$9.57M +112,168 +2%
BlackRock
6
BlackRock
New York
$412M -$106M -1,241,393 -20%
COPPSERS
7
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$350M -$168M -1,972,298 -32%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$343M +$86.8M +1,017,565 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$301M -$31.9M -374,495 -9%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$252M +$247M +2,894,630 +1,771%
Goldman Sachs
11
Goldman Sachs
New York
$231M -$47.9M -561,762 -17%
VMPIC
12
Varma Mutual Pension Insurance Co
Finland
$219M +$119M +1,400,000 +111%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$178M +$35.3M +414,006 +24%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$171M -$22.1M -258,848 -11%
Citigroup
15
Citigroup
New York
$164M +$19.9M +233,863 +13%
UBS Group
16
UBS Group
Switzerland
$143M -$190K -2,227 -0.1%
Bessemer Group
17
Bessemer Group
New Jersey
$143M +$26M +304,615 +21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$130M -$4.09M -47,985 -3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M +$18.9M +221,439 +19%
Jane Street
20
Jane Street
New York
$113M +$86.2M +1,010,497 +279%
RJA
21
Raymond James & Associates
Florida
$104M -$113K -1,329 -0.1%
HC
22
Hamilton Capital
Ohio
$97.6M +$1.64M +19,218 +2%
AHSSHC
23
Adventist Health System Sunbelt Healthcare Corp
Florida
$84.9M -$68M -797,380 -44%
Charles Schwab
24
Charles Schwab
California
$84.4M +$87M +1,020,040 +41,048%
SIGI
25
Susquehanna International Group (Ireland)
Ireland
$81.3M +$84M +984,743 New

EMB Hedge Fund Activity: Q3 2023 in Review

744 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2023, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of EMB and 75 opened new positions — a net loss of 5 holders — while 288 trimmed existing stakes and 285 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $247M. The largest seller was Wells Fargo, cutting an estimated $327M.

  • 744 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2023, down from 762 in Q2 2023.
  • Funds reported $10.6B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2023, down 10% quarter-over-quarter.
  • 75 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2023 and 80 closed out, a net change of -5 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2023 was D.E. Shaw & Co, an estimated $247M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2023 was Wells Fargo, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2023.