We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

78 hedge funds and large institutions have $347M invested in iShares JPMorgan EM Local Currency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $315M → $347M (+$32.3M)

6.04% more ownership

Funds ownership: 60.19%66.23% (+6%)

5% less funds holding

Funds holding: 8278 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
20
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
26
RHS Financial
California
$1.7M +$17.1K +444 +1%
TIM
27
Tortoise Investment Management
New York
$1.29M -$1.77M -45,998 -57%
FPS
28
Fieldpoint Private Securities
Connecticut
$1.25M -$26.1K -680 -2%
Goldman Sachs
29
Goldman Sachs
New York
$1.1M -$1.4M -36,421 -55%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$1.1M +$176K +4,569 +18%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$975K +$724K +18,822 +253%
MHR
32
Matthew Hamilton Rosenberg
$950K -$236K -6,130 -19%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$936K
EIA
34
Edgemoor Investment Advisors
Maryland
$900K -$48.1K -1,250 -5%
SFP
35
Strategic Financial Planning
Texas
$882K -$27.6K -719 -3%
LPL Financial
36
LPL Financial
California
$854K +$45.1K +1,174 +5%
Citadel Advisors
37
Citadel Advisors
Florida
$794K +$827K +21,515 New
HCP
38
Hexagon Capital Partners
Arkansas
$735K -$18.5K -482 -2%
LPP
39
Life Planning Partners
Florida
$708K +$6.54K +170 +0.9%
UIA
40
UBP Investment Advisors
Switzerland
$570K -$10.1M -261,636 -98%
SFG
41
StrategIQ Financial Group
Indiana
$531K -$25.2K -655 -4%
NC
42
NinePointTwo Capital
California
$528K -$256K -6,650 -32%
Wells Fargo
43
Wells Fargo
California
$495K -$7.23M -188,041 -93%
OMC
44
Old Mission Capital
Illinois
$306K +$319K +8,296 New
MML Investors Services
45
MML Investors Services
Massachusetts
$303K -$22.3K -580 -7%
CAN
46
Cetera Advisor Networks
California
$299K -$29.9K -777 -9%
Citigroup
47
Citigroup
New York
$287K -$155K -4,024 -34%
EDRH
48
Edmond de Rothschild Holding
Switzerland
$282K
NCA
49
New Century Advisors
Maryland
$266K -$88.4K -2,300 -24%
1IA
50
1834 Investment Advisors
Wisconsin
$250K -$7.69M -199,901 -97%