We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

83 hedge funds and large institutions have $363M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $342M → $363M (+$20.5M)

4.3% more ownership

Funds ownership: 64.57%68.86% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 8983 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
34
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Adams Wealth Management
Utah
$3.03M +$140K +3,236 +5%
CA
27
Calton & Associates
Florida
$2.77M +$2.82M +65,312 New
LHC
28
Little House Capital
Massachusetts
$2.65M +$7.17K +166 +0.3%
UBS Group
29
UBS Group
Switzerland
$2.57M -$225K -5,212 -8%
Bank of America
30
Bank of America
North Carolina
$2.49M +$158K +3,656 +7%
CAL
31
Capital Analysts LLC
Pennsylvania
$2.43M +$2.59K +60 +0.1%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$2.3M
Prudential Financial
33
Prudential Financial
New Jersey
$2.07M +$420K +9,730 +25%
Goldman Sachs
34
Goldman Sachs
New York
$1.63M +$110K +2,549 +7%
FPS
35
Fieldpoint Private Securities
Connecticut
$1.5M +$42.9K +992 +3%
MHR
36
Matthew Hamilton Rosenberg
$1.49M +$158K +3,659 +12%
AWM
37
AE Wealth Management
Kansas
$1.47M +$1.5M +34,670 New
RCG
38
Rock Creek Group
District of Columbia
$1.21M
RCAG
39
Rehmann Capital Advisory Group
Michigan
$1.18M +$7.21K +167 +0.6%
EIA
40
Edgemoor Investment Advisors
Maryland
$1.14M -$226K -5,239 -16%
RF
41
RHS Financial
California
$1.12M +$840K +19,450 +277%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$1.07M +$86K +1,991 +8%
SFP
43
Strategic Financial Planning
Texas
$1M +$21.6K +501 +2%
NC
44
NinePointTwo Capital
California
$888K
HCP
45
Hexagon Capital Partners
Arkansas
$823K +$25.5K +590 +3%
RJA
46
Raymond James & Associates
Florida
$800K -$3.08M -71,282 -79%
SFG
47
StrategIQ Financial Group
Indiana
$800K -$77.8K -1,800 -9%
Citigroup
48
Citigroup
New York
$637K -$319K -7,378 -33%
NVIM
49
New Vernon Investment Management
Illinois
$589K -$281K -6,500 -32%
ST
50
Spinnaker Trust
Maine
$559K -$7.46M -172,721 -93%