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iShares JPMorgan EM Local Currency Bond ETF

82 hedge funds and large institutions have $340M invested in iShares JPMorgan EM Local Currency Bond ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

29% more capital invested

Capital invested by funds: $263M → $340M (+$77.2M)

17% more funds holding

Funds holding: 7082 (+12)

5.01% more ownership

Funds ownership: 59.48%64.49% (+5%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
16
Increased
35
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
26
Leo Brokerage
Texas
$2.85M +$546K +12,594 +25%
UBS Group
27
UBS Group
Switzerland
$2.75M -$155K -3,581 -6%
AWM
28
Adams Wealth Management
Utah
$2.44M +$275K +6,355 +13%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.78M +$57.8K +1,334 +4%
Bank of America
30
Bank of America
North Carolina
$1.69M +$358K +8,251 +28%
Goldman Sachs
31
Goldman Sachs
New York
$1.56M +$292K +6,740 +24%
EIA
32
Edgemoor Investment Advisors
Maryland
$1.54M -$2.3K -53 -0.2%
NVIM
33
New Vernon Investment Management
Illinois
$1.54M -$43.4K -1,000 -3%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.48M +$1.14M +26,399 +412%
Fidelity International
35
Fidelity International
Bermuda
$1.46M +$1.17M +26,874 +500%
MHR
36
Matthew Hamilton Rosenberg
$1.18M -$87K -2,007 -7%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$1.18M +$13.9K +321 +1%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.04M
NC
39
NinePointTwo Capital
California
$1M +$959K +22,130 New
SFG
40
StrategIQ Financial Group
Indiana
$928K -$66.8K -1,540 -7%
SFP
41
Strategic Financial Planning
Texas
$926K +$49.6K +1,143 +6%
LI
42
LVZ Inc
Michigan
$896K +$170K +3,927 +25%
RWP
43
RWA Wealth Partners
Massachusetts
$821K +$786K +18,133 New
EDRH
44
Edmond de Rothschild Holding
Switzerland
$808K +$95.4K +2,200 +14%
TAIM
45
TD Ameritrade Investment Management
Nebraska
$775K -$368K -8,485 -33%
HCP
46
Hexagon Capital Partners
Arkansas
$746K
Bank Julius Baer & Co
47
Bank Julius Baer & Co
Switzerland
$654K +$530K +12,234 +551%
AIP
48
Almanack Investment Partners
Pennsylvania
$479K
KWA
49
KCS Wealth Advisory
California
$443K -$40K -922 -9%
American Century Companies
50
American Century Companies
Missouri
$375K -$60.5M -1,394,982 -99%