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iShares JPMorgan EM Local Currency Bond ETF

88 hedge funds and large institutions have $206M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.8M
2 +$2.86M
3 +$2.68M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.58M
5
Principal Financial Group
Principal Financial Group
Iowa
+$2.22M

Top Sellers

1 -$36.7M
2 -$6.93M
3 -$5.8M
4
Canada Life
Canada Life
Manitoba, Canada
-$3.54M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
VIP
26
Viewpoint Investment Partners
Alberta, Canada
$1.94M
HP
27
Haven Private
Florida
$1.87M
Morgan Stanley
28
Morgan Stanley
New York
$1.73M
NP
29
Nilsine Partners
Colorado
$1.48M
Federated Hermes
30
Federated Hermes
Pennsylvania
$1.45M
RF
31
RHS Financial
California
$1.29M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.19M
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$1.11M
EWM
34
Endowment Wealth Management
Wisconsin
$1.08M
NA
35
NewEdge Advisors
Louisiana
$1.03M
SFP
36
Strategic Financial Planning
Texas
$928K
PNAA
37
Pictet North America Advisors
Switzerland
$850K
UBP
38
Union Bancaire Privee
Switzerland
$825K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$791K
LPL Financial
40
LPL Financial
California
$770K
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$712K
WH
42
Whitcomb & Hess
Ohio
$624K
VC
43
Vicus Capital
Pennsylvania
$583K
DADC
44
D.A. Davidson & Co
Montana
$543K
Truist Financial
45
Truist Financial
North Carolina
$511K
TWM
46
Tanager Wealth Management
United Kingdom
$500K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$497K
CMMS
48
Comprehensive Money Management Services
Florida
$468K
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$409K
Fisher Asset Management
50
Fisher Asset Management
Washington
$399K