iShares J.P. Morgan EM Corporate Bond

CEMB • BATS

iShares J.P. Morgan EM Corporate Bond is an exchange-traded fund on BATS. As of Q3 2025, 80 institutional investors hold shares in this ETF, with total holdings valued at $199.0M. MACKENZIE FINANCIAL CORP is the largest holder with a position valued at $24.5M.

Overview

Overview of institutional ownership in CEMB as of Q3 2025

All Institutions

Institutions: 80
Value Held: $199.0M
Shares Held: 4.3M
Avg Position: $2.5M
Median Position: $562.5K

Hedge Funds

Hedge Funds: 1
Value Held: $43.7K
Shares Held: 991.0
Avg Position: $43.7K
Median Position: $43.7K

Biggest Investors

Institutions with the largest positions in CEMB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MACKENZIE FINANCIAL CORP Long Only Manager	Joseph Luke Gregoire Gould CEO	$24.5M 0.03% of portfolio	530.4K shares	Q1 2019 Held for 6y 8m	$82.7B
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	Kally Jo Alkire President	$23.7M 8.32% of portfolio	512.9K shares	Q3 2022 Held for 3y 2m	$284.9M
B Bank Julius Baer & Co. Ltd, Zurich Institution	-	$22.7M 0.06% of portfolio	490.2K shares	Q1 2020 Held for 5y 8m	$35.5B
CITIGROUP INC Institution	Jane Fraser CEO	$12.3M 0.01% of portfolio	265.8K shares	Q3 2023 Held for 2y 2m	$144.32B
LOOMIS SAYLES & CO L P Long Only Manager	Kevin Patrick Charleston CEO	$11.5M 0.01% of portfolio	249.5K shares	Q4 2021 Held for 3y 11m	$83.7B
UBS Group AG Institution	Sergio P. Ermotti CEO	$10.4M 0.00% of portfolio	224.8K shares	Q4 2014 Held for 10y 11m	$511.54B
CIBC Global Asset Management Inc Long Only Manager	Eric Nmn Belanger CEO	$10.0M 0.03% of portfolio	217.3K shares	Q4 2019 Held for 5y 11m	$34.5B
D DORVAL Corp Institution	-	$9.5M 3.13% of portfolio	204.7K shares	Q4 2023 Held for 1y 11m	$302.1M
B BlackRock, Inc. Institution	-	$6.0M 0.00% of portfolio	130.2K shares	Q2 2023 Held for 2y 5m	$5.67T
L Leo Wealth, LLC Institution	-	$5.7M 0.74% of portfolio	123.5K shares	Q4 2023 Held for 1y 11m	$767.3M

Net Capital Flow

Institutional buying and selling activity for CEMB in Q3 2025

Traded: +$8.9M
Buyers: 51
Sellers: 22
Total Bought: +$17.5M
Total Sold: −$8.6M
Avg Position: $2.4M

Biggest Buyers

Institution	Net Bought	Current Position
GeoWealth Management, LLC RIA/Wealth	+$5.0M +108.4K shares	$5.0M 108.4K shares
Wright Fund Managment, LLC Long Only Manager	+$1.8M +39.3K shares	$1.8M 39.3K shares
Tactive Advisors, LLC RIA/Wealth	+$1.7M +37.1K shares	$2.8M 59.8K shares
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	+$1.6M +34.3K shares	$23.7M 512.9K shares
MACKENZIE FINANCIAL CORP Long Only Manager	+$1.5M +31.6K shares	$24.5M 530.4K shares
B Bank Julius Baer & Co. Ltd, Zurich Institution	+$1.3M +27.8K shares	$22.7M 490.2K shares
LOOMIS SAYLES & CO L P Long Only Manager	+$659.2K +14.3K shares	$11.5M 249.5K shares
New Capital Management LP RIA/Wealth	+$450.4K +9.7K shares	$2.6M 55.4K shares
G GUGGENHEIM CAPITAL LLC Institution	+$348.2K +7.5K shares	$761.2K 16.5K shares
UBS Group AG Institution	+$330.5K +7.2K shares	$10.4M 224.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
L Leo Wealth, LLC Institution	−$3.8M −82.2K shares	$5.7M 123.5K shares
D DORVAL Corp Institution	−$2.6M −56.4K shares	$9.5M 204.7K shares
P PRUDENTIAL PLC Institution	−$608.4K −13.4K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$483.5K −10.5K shares	$2.0M 43.2K shares
P Phoenix Holdings Ltd. Institution	−$273.7K −5.9K shares	$1.0M 22.7K shares
CIBC Global Asset Management Inc Long Only Manager	−$239.7K −5.2K shares	$10.0M 217.3K shares
Aptus Capital Advisors, LLC ETF Provider	−$100.3K −2.2K shares	$353.7K 7.7K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$95.5K −2.1K shares	Sold Off 0 shares
D David Kennon Inc Institution	−$84.8K −1.8K shares	$302.8K 6.6K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$78.0K −1.7K shares	$1.5M 31.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CEMB in Q3 2025

New Positions: 4
New Value: $1.9M
Exited Positions: 3
Exited Value: $708.5K

New Positions

Institution	Position Value
Wright Fund Managment, LLC Long Only Manager	$1.8M 39.3K shares
BTG Pactual Asset Management US LLC Hedge Fund•Multi-Strategy	$43.7K 991.0 shares
Sontag Advisory, LLC RIA/Wealth	$4.1K 88.0 shares
A Atlantic Trust Group, LLC Institution	$1.1K 24.0 shares

Exited Positions

Institution	Previous Position
P PRUDENTIAL PLC Institution	$608.4K 13.4K shares
Ameritas Advisory Services, LLC RIA/Wealth	$95.5K 2.1K shares
Transce3nd, LLC RIA/Wealth	$4.5K 100.0 shares

Options Activity

Institutions with the largest Call and Put options positions in CEMB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CEMB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ACT WEALTH MANAGEMENT, LLC RIA/Wealth	Kally Jo Alkire President	8.32% $23.7M	512.9K shares	Q3 2022 Held for 3y 2m	$284.9M
D DORVAL Corp Institution	-	3.13% $9.5M	204.7K shares	Q4 2023 Held for 1y 11m	$302.1M
Gladwyn Financial Advisors, Inc. RIA/Wealth	Timothy Terrence Murray President	2.24% $3.1M	67.5K shares	Q2 2025 Held for 5 months	$139.3M
NorthStar Asset Management LLC /NJ/ RIA/Wealth	Andrew Jameson Peters CEO	1.59% $3.3M	71.0K shares	Q4 2023 Held for 1y 11m	$206.6M
A Allie Family Office LLC Family Office	Bruno Flavio Ghio CEO	1.18% $2.5M	88.3K shares	Q4 2021 Held for 3y 11m	$210.9M
Beaumont Capital Management, LLC Long Only Manager	Michael B Nierenberg CEO	0.82% $1.2M	26.6K shares	Q1 2025 Held for 8 months	$150.6M
Tactive Advisors, LLC RIA/Wealth	Edward Joseph Keefe CFO	0.80% $2.8M	59.8K shares	Q2 2025 Held for 5 months	$343.9M
L Leo Wealth, LLC Institution	-	0.74% $5.7M	123.5K shares	Q4 2023 Held for 1y 11m	$767.3M
New Capital Management LP RIA/Wealth	Leonard Michael Golub Partner	0.67% $2.6M	55.4K shares	Q2 2025 Held for 5 months	$381.7M
Farrell Financial LLC RIA/Wealth	Neil Joseph Farrell President	0.49% $776.8K	16.8K shares	Q4 2023 Held for 1y 11m	$159.3M