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CEMB Institutional Ownership

iShares J.P. Morgan EM Corporate Bond ETF
1W: -0.8% 1M: -2.9% 3M: -3.9% YTD: -3.8% 1Y: -3.8% 3Y: +16.7% 5Y: +3.0%
$43.74
+0.03 (+0.07%)
 
Weekly Expected Move ±0.4%
$43 $44 $44 $44 $44
ETF CBOE · AUM $386.1M

Institutional Ownership — CEMB

110
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
204M
Total Invested
21
New Positions
46
Increased
33
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (117 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ACT WEALTH MANAGEMENT, LLC 593,035 $26M +22,234 +3.9% 16Q SEC ↗
2 Bank Julius Baer & Co. Ltd, Zurich 490,563 $21M +16,868 +3.6% 26Q SEC ↗
3 Leo Wealth, LLC 339,200 $15M +119,638 +54.5% 10Q SEC ↗
4 LOOMIS SAYLES & CO L P 305,040 $13M +8,870 +3.0% 19Q SEC ↗
5 UBS Group AG 268,128 $12M +8,193 +3.2% 47Q SEC ↗
6 BlackRock, Inc. 244,033 $11M +76,836 +46.0% 8Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 203,688 $9M +198,984 +4230.1% 2Q SEC ↗
8 Mirae Asset Global Investments Co., Lt 160,000 $7M +80,000 +100.0% 2Q SEC ↗
9 LPL Financial LLC 142,893 $6M +93,069 +186.8% 23Q SEC ↗
10 Allie Family Office LLC 141,377 $6M +52,835 +59.7% 19Q SEC ↗
11 CITIGROUP INC 139,556 $6M +908 +0.7% 12Q SEC ↗
12 Private Advisory Group LLC 118,414 $5M +11,365 +10.6% 2Q SEC ↗
13 JANE STREET GROUP, LLC 98,049 $4M +48,916 +99.6% 2Q SEC ↗
14 NorthStar Asset Management LLC /NJ 88,130 $4M +7,366 +9.1% 11Q SEC ↗
15 New Capital Management LP 84,864 $4M +877 +1.0% 5Q SEC ↗
16 Gladwyn Financial Advisors, Inc. 79,415 $3M +7,551 +10.5% 5Q SEC ↗
17 SSA SWISS ADVISORS AG 78,775 $3M +1,719 +2.2% 3Q SEC ↗
18 MORGAN STANLEY 76,026 $3M -16,655 -18.0% 47Q SEC ↗
19 AMERIPRISE FINANCIAL INC 69,095 $3M +3,301 +5.0% 14Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,851 $3M +22,272 +48.9% 2Q SEC ↗
21 Private Advisor Group, LLC NEW 60,330 $3M — +0.0% 1Q SEC ↗
22 Forum Finance Group S.A. 57,699 $3M +8,445 +17.1% 2Q SEC ↗
23 MML INVESTORS SERVICES, LLC NEW 54,626 $2M — +0.0% 1Q SEC ↗
24 ROYAL BANK OF CANADA 50,084 $2M -794 -1.6% 47Q SEC ↗
25 WELLS FARGO & COMPANY/MN 49,998 $2M +49,954 +113531.8% 36Q SEC ↗
26 CITADEL ADVISORS LLC 47,982 $2M +26,436 +122.7% 3Q SEC ↗
27 Cetera Investment Advisers 39,369 $2M +31,899 +427.0% 3Q SEC ↗
28 OPPENHEIMER ASSET MANAGEMENT INC. 35,655 $2M +4,100 +13.0% 38Q SEC ↗
29 GUGGENHEIM CAPITAL LLC 35,466 $2M +4,646 +15.1% 5Q SEC ↗
30 Nilsine Partners, LLC 31,080 $1M +987 +3.3% 6Q SEC ↗
31 BANK OF AMERICA CORP /DE 25,886 $1M +4,581 +21.5% 15Q SEC ↗
32 MACKENZIE FINANCIAL CORP 25,240 $1M -563,804 -95.7% 27Q SEC ↗
33 RWA WEALTH PARTNERS, LLC 23,700 $1M -200 -0.8% 13Q SEC ↗
34 Bulltick Wealth Management, LLC NEW 22,319 $976K — +0.0% 1Q SEC ↗
35 Banco Santander, S.A. 22,033 $964K +2,726 +14.1% 22Q SEC ↗
36 SCOTIA CAPITAL INC. 20,904 $914K -2,518 -10.8% 21Q SEC ↗
37 Sanctuary Advisors, LLC 20,743 $907K +3,612 +21.1% 9Q SEC ↗
38 Migdal Insurance & Financial Holdings 19,708 $862K +3,072 +18.5% 27Q SEC ↗
39 PENSION & WEALTH MANAGEMENT ADVISORS, 19,293 $844K +2,353 +13.9% 15Q SEC ↗
40 Asset Management One Co., Ltd. NEW 18,923 $828K — +0.0% 1Q SEC ↗
41 RAYMOND JAMES FINANCIAL INC 17,885 $782K +1,304 +7.9% 7Q SEC ↗
42 JPMORGAN CHASE & CO 17,826 $780K +17,788 +46810.5% 12Q SEC ↗
43 Tactive Advisors, LLC 17,748 $776K -12,382 -41.1% 5Q SEC ↗
44 INSIGNEO ADVISORY SERVICES, LLC NEW 15,945 $697K — +0.0% 1Q SEC ↗
45 AMERICAN FINANCIAL & TAX STRATEGIES IN 15,462 $676K — +0.0% 11Q SEC ↗
46 Farrell Financial LLC 15,092 $660K -42 -0.3% 11Q SEC ↗
47 Compagnie Lombard Odier SCmA 14,224 $622K -1,450 -9.3% 5Q SEC ↗
48 D.A. DAVIDSON & CO. 13,814 $604K +1,445 +11.7% 6Q SEC ↗
49 Fairlight Advisors NEW 13,635 $596K — +0.0% 1Q SEC ↗
50 Stronghold Wealth Management L.L.C. 12,787 $559K -76 -0.6% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +198,984 +4230.1% 203,688
Leo Wealth, LLC +119,638 +54.5% 339,200
LPL Financial LLC +93,069 +186.8% 142,893
Mirae Asset Global Investments Co., +80,000 +100.0% 160,000
BlackRock, Inc. +76,836 +46.0% 244,033
Allie Family Office LLC +52,835 +59.7% 141,377
WELLS FARGO & COMPANY/MN +49,954 +113531.8% 49,998
JANE STREET GROUP, LLC +48,916 +99.6% 98,049
Cetera Investment Advisers +31,899 +427.0% 39,369
CITADEL ADVISORS LLC +26,436 +122.7% 47,982
SUSQUEHANNA INTERNATIONAL GROUP, LL +22,272 +48.9% 67,851
ACT WEALTH MANAGEMENT, LLC +22,234 +3.9% 593,035
JPMORGAN CHASE & CO +17,788 +46810.5% 17,826
Bank Julius Baer & Co. Ltd, Zurich +16,868 +3.6% 490,563
Private Advisory Group LLC +11,365 +10.6% 118,414
LOOMIS SAYLES & CO L P +8,870 +3.0% 305,040
Forum Finance Group S.A. +8,445 +17.1% 57,699
UBS Group AG +8,193 +3.2% 268,128
Gladwyn Financial Advisors, Inc. +7,551 +10.5% 79,415
NorthStar Asset Management LLC /NJ +7,366 +9.1% 88,130
Biggest Decreases (20)
HolderReducedChange %Total Shares
MACKENZIE FINANCIAL CORP -563,804 -95.7% 25,240
MORGAN STANLEY -16,655 -18.0% 76,026
Tactive Advisors, LLC -12,382 -41.1% 17,748
Bank of New York Mellon Corp -7,346 -55.7% 5,846
SCOTIA CAPITAL INC. -2,518 -10.8% 20,904
MERCER GLOBAL ADVISORS INC /ADV -1,750 -26.7% 4,815
Aptus Capital Advisors, LLC -1,605 -22.7% 5,460
DORVAL Corp -1,461 -11.2% 11,610
Compagnie Lombard Odier SCmA -1,450 -9.3% 14,224
FMR LLC -1,015 -54.6% 845
David Kennon Inc -963 -16.3% 4,958
ROYAL BANK OF CANADA -794 -1.6% 50,084
Comprehensive Money Management Serv -675 -8.5% 7,275
Waverly Advisors, LLC -651 -6.6% 9,276
ASSETMARK, INC -418 -58.6% 295
RWA WEALTH PARTNERS, LLC -200 -0.8% 23,700
SEAVIEW INVESTMENT MANAGERS LLC -155 -2.4% 6,212
Allworth Financial LP -140 -49.3% 144
Cambridge Investment Research Advis -123 -2.2% 5,378
Virginia Estate & Retirement Planni -90 -41.9% 125

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms