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iShares JPMorgan EM Local Currency Bond ETF

89 hedge funds and large institutions have $284M invested in iShares JPMorgan EM Local Currency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8189 (+8)

7.48% more ownership

Funds ownership: 43.66%51.14% (+7.5%)

7% less capital invested

Capital invested by funds: $306M → $284M (-$22M)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.75%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
20
Increased
30
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
26
Perella Weinberg Partners Capital Management
New York
$2.1M
KWA
27
KCS Wealth Advisory
California
$2.08M +$1.42M +31,580 +201%
UBS AM
28
UBS AM
Illinois
$1.99M
CPP
29
Crow Point Partners
Massachusetts
$1.78M +$1.15M +25,746 +343%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.72M +$120K +2,681 +7%
LWPC
31
Legacy Wealth Partners (California)
California
$1.4M +$1.43M +31,870 New
AIP
32
Almanack Investment Partners
Pennsylvania
$1.34M +$1.37M +30,642 New
SFG
33
StrategIQ Financial Group
Indiana
$1.34M -$291K -6,481 -18%
KCM
34
Kathmere Capital Management
Pennsylvania
$1.25M +$1.28M +28,553 New
RJA
35
Raymond James & Associates
Florida
$1.22M +$614K +13,702 +97%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.2M
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$1.11M -$1.13M -25,251 -50%
Citigroup
38
Citigroup
New York
$1.09M +$20.2K +450 +2%
Goldman Sachs
39
Goldman Sachs
New York
$980K +$303K +6,765 +43%
RF
40
RHS Financial
California
$977K -$297K -6,615 -23%
Fidelity International
41
Fidelity International
Bermuda
$946K +$455K +10,138 +89%
SFP
42
Strategic Financial Planning
Texas
$891K +$911K +20,311 New
VCA
43
Verdence Capital Advisors
Maryland
$854K +$296K +6,601 +51%
Citadel Advisors
44
Citadel Advisors
Florida
$850K -$3.07M -68,431 -78%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$718K -$6.28K -140 -0.8%
Renaissance Technologies
46
Renaissance Technologies
New York
$715K -$251K -5,600 -26%
HH
47
Hilltop Holdings
Texas
$710K -$112K -2,503 -13%
LI
48
LVZ Inc
Michigan
$667K +$682K +15,203 New
Betterment LLC
49
Betterment LLC
New York
$617K -$5.68M -126,703 -90%
Ameriprise
50
Ameriprise
Minnesota
$531K +$321K +7,151 +144%