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iShares JPMorgan EM Local Currency Bond ETF
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Overview Fund Activity

85 hedge funds and large institutions have $286M invested in iShares JPMorgan EM Local Currency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
26
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$35.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$47.7M
3
SEI Investments
3
SEI Investments
Pennsylvania
$15.5M
4
Fidelity International
4
Fidelity International
Bermuda
$20.2M
5
Wells Fargo
5
Wells Fargo
California
$8.64M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$65.1K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$278K
3
EAM
3
Erste Asset Management
Austria
$0
4
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$13.1M
5
VIP
5
Viewpoint Investment Partners
Alberta, Canada
$1.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.43M 41,228 -28,326 -41%
BEC
27
Blue Edge Capital
Virginia
$1.37M 39,468 -1,393 -3%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$1.25M 35,912 +4,460 +14%
VIP
29
Viewpoint Investment Partners
Alberta, Canada
$1.25M 35,900 -67,958 -65%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.16M 33,502 +33,502 New
HAC
31
Harbor Advisory Corp
New Hampshire
$1.04M 30,070 +9,445 +46%
MHR
32
Matthew Hamilton Rosenberg
$1M 28,945 +1,098 +4%
AA
33
AlphaQ Advisors
Florida
$949K 27,338 +27,338 New
LPL Financial
34
LPL Financial
California
$941K 27,099 +895 +3%
LPIC
35
LeJeune Puetz Investment Counsel
Michigan
$899K 25,900 +25,900 New
HSBC Holdings
36
HSBC Holdings
United Kingdom
– – – –
TIM
37
Tortoise Investment Management
New York
$864K 24,900 -1,500 -6%
SFP
38
Strategic Financial Planning
Texas
$822K 23,690 -72 -0.3%
CA
39
CoreCap Advisors
Michigan
$628K 18,093 +4,090 +29%
Truist Financial
40
Truist Financial
North Carolina
$627K 18,064 +18,064 New
SWP
41
Summit Wealth Partners
Florida
$580K 16,720 -151 -0.9%
HCP
42
Hexagon Capital Partners
Arkansas
$572K 16,473 -3,268 -17%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$508K 14,643 +1,630 +13%
Northern Trust
44
Northern Trust
Illinois
$469K 13,514 +2,141 +19%
RF
45
RHS Financial
California
$457K 13,180 -13,291 -50%
NC
46
NinePointTwo Capital
California
$427K 12,330 – –
PP
47
Prudential plc
United Kingdom
$382K 11,000 +11,000 New
Goldman Sachs
48
Goldman Sachs
New York
$337K 9,717 -27,220 -74%
CAN
49
Cetera Advisor Networks
California
$303K 8,732 +165 +2%
DWM
50
Drive Wealth Management
Utah
$301K 8,663 +8,663 New
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