We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

82 hedge funds and large institutions have $315M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 8382 (-1)

8.67% less ownership

Funds ownership: 68.86%60.19% (-8.7%)

13% less capital invested

Capital invested by funds: $363M → $315M (-$48.4M)

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
37
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.6M +$1.14M +27,703 +72%
CAL
27
Capital Analysts LLC
Pennsylvania
$2.25M
LHC
28
Little House Capital
Massachusetts
$1.83M -$651K -15,845 -25%
RF
29
RHS Financial
California
$1.79M +$785K +19,084 +72%
Amundi
30
Amundi
France
$1.56M +$1.63M +39,700 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$1.37M
FPS
32
Fieldpoint Private Securities
Connecticut
$1.35M -$37.5K -913 -3%
Prudential Financial
33
Prudential Financial
New Jersey
$1.29M -$702K -17,080 -36%
MHR
34
Matthew Hamilton Rosenberg
$1.25M -$138K -3,345 -10%
RTL
35
Red Tortoise LLC
Georgia
$1.16M +$1.05M +25,595 +648%
EIA
36
Edgemoor Investment Advisors
Maryland
$1M -$48.1K -1,169 -4%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$978K -$113K -2,739 -10%
SFP
38
Strategic Financial Planning
Texas
$965K +$41K +998 +4%
LPL Financial
39
LPL Financial
California
$861K +$625K +15,213 +226%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$828K
NC
41
NinePointTwo Capital
California
$822K
HCP
42
Hexagon Capital Partners
Arkansas
$799K +$39.1K +951 +5%
LPP
43
Life Planning Partners
Florida
$750K +$783K +19,041 New
RJA
44
Raymond James & Associates
Florida
$617K -$129K -3,130 -17%
SFG
45
StrategIQ Financial Group
Indiana
$590K -$158K -3,850 -20%
NVIM
46
New Vernon Investment Management
Illinois
$545K
AWM
47
Adams Wealth Management
Utah
$540K -$2.38M -57,790 -81%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$498K -$531K -12,921 -50%
Renaissance Technologies
49
Renaissance Technologies
New York
$482K +$506K +12,300 New
Citigroup
50
Citigroup
New York
$463K -$134K -3,248 -22%