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iShares JPMorgan EM Local Currency Bond ETF

89 hedge funds and large institutions have $342M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

7% more funds holding

Funds holding: 8389 (+6)

2% more capital invested

Capital invested by funds: $335M → $342M (+$7.04M)

6.62% less ownership

Funds ownership: 71.19%64.57% (-6.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
34
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Barings
North Carolina
$4.04M -$106K -2,423 -3%
RJA
27
Raymond James & Associates
Florida
$3.94M -$667K -15,263 -14%
TIM
28
Tortoise Investment Management
New York
$3.87M +$2.57M +58,827 +197%
VIP
29
Viewpoint Investment Partners
Alberta, Canada
$3.68M +$3.35M +76,640 +991%
LB
30
Leo Brokerage
Texas
$3.25M +$107K +2,458 +3%
AWM
31
Adams Wealth Management
Utah
$2.98M -$40.7K -930 -1%
UBS Group
32
UBS Group
Switzerland
$2.87M +$115K +2,637 +4%
LHC
33
Little House Capital
Massachusetts
$2.73M +$2.73M +62,464 New
CAL
34
Capital Analysts LLC
Pennsylvania
$2.5M +$386K +8,835 +18%
Bank of America
35
Bank of America
North Carolina
$2.41M +$59.1K +1,352 +3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$2.17M +$2.15M +49,173 New
Fidelity International
37
Fidelity International
Bermuda
$1.91M -$39.5K -904 -2%
MHR
38
Matthew Hamilton Rosenberg
$1.68M +$141K +3,232 +11%
Prudential Financial
39
Prudential Financial
New Jersey
$1.67M -$343K -7,848 -17%
Goldman Sachs
40
Goldman Sachs
New York
$1.57M +$53.1K +1,214 +3%
FPS
41
Fieldpoint Private Securities
Connecticut
$1.48M +$596K +13,620 +65%
EIA
42
Edgemoor Investment Advisors
Maryland
$1.4M -$87.2K -1,995 -6%
RCG
43
Rock Creek Group
District of Columbia
$1.23M -$7.57M -173,166 -94%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$1.2M -$20.7K -474 -2%
LTI
45
Laffer Tengler Investments
Tennessee
$1.2M +$1.2M +27,408 New
TAIM
46
TD Ameritrade Investment Management
Nebraska
$1.03M +$284K +6,494 +38%
CFGS
47
Concourse Financial Group Securities
Alabama
$1.01M +$1.02M +23,255 New
SFP
48
Strategic Financial Planning
Texas
$1.01M +$9.66K +221 +1%
Citigroup
49
Citigroup
New York
$979K -$486K -11,113 -33%
NC
50
NinePointTwo Capital
California
$915K -$50.3K -1,150 -5%