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iShares JPMorgan EM Local Currency Bond ETF

70 hedge funds and large institutions have $263M invested in iShares JPMorgan EM Local Currency Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

18% more capital invested

Capital invested by funds: $222M → $263M (+$40.9M)

1.1% more ownership

Funds ownership: 58.37%59.48% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 7370 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
24
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NVIM
26
New Vernon Investment Management
Illinois
$1.46M
EIA
27
Edgemoor Investment Advisors
Maryland
$1.43M -$18.7K -446 -1%
RF
28
RHS Financial
California
$1.41M -$1.68M -39,962 -54%
Bank of America
29
Bank of America
North Carolina
$1.22M -$183K -4,367 -13%
MHR
30
Matthew Hamilton Rosenberg
$1.17M +$4.49K +107 +0.4%
Goldman Sachs
31
Goldman Sachs
New York
$1.16M +$224K +5,336 +24%
BCI
32
Brinker Capital Investments
Pennsylvania
$1.15M
RCAG
33
Rehmann Capital Advisory Group
Michigan
$1.08M +$102K +2,424 +10%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$1.07M -$110K -2,613 -9%
RJA
35
Raymond James & Associates
Florida
$1.05M +$340K +8,100 +48%
SFG
36
StrategIQ Financial Group
Indiana
$922K -$82.5K -1,965 -8%
SFP
37
Strategic Financial Planning
Texas
$808K +$19.6K +468 +2%
HCP
38
Hexagon Capital Partners
Arkansas
$687K +$693K +16,507 New
LI
39
LVZ Inc
Michigan
$664K +$33.9K +807 +5%
EDRH
40
Edmond de Rothschild Holding
Switzerland
$655K
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$648K
AIP
42
Almanack Investment Partners
Pennsylvania
$458K +$444K +10,586 New
KWA
43
KCS Wealth Advisory
California
$448K +$44.3K +1,055 +11%
FA
44
Faithward Advisors
Pennsylvania
$383K -$5.27M -125,515 -93%
Renaissance Technologies
45
Renaissance Technologies
New York
$268K +$269K +6,400 New
MML Investors Services
46
MML Investors Services
Massachusetts
$261K +$14.6K +347 +6%
Citigroup
47
Citigroup
New York
$258K +$215K +5,134 +501%
Fidelity International
48
Fidelity International
Bermuda
$225K -$166K -3,965 -42%
VIP
49
Viewpoint Investment Partners
Alberta, Canada
$224K -$155K -3,700 -40%
EIP
50
Ellis Investment Partners
Pennsylvania
$214K