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iShares JPMorgan EM Local Currency Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

36% more capital invested

Capital invested by funds: $211M → $286M (+$75.3M)

10% more funds holding

Funds holding: 7785 (+8)

4.84% more ownership

Funds ownership: 59.15%63.99% (+4.8%)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.43M -$951K -28,326 -41%
BEC
27
Blue Edge Capital
Virginia
$1.37M -$46.8K -1,393 -3%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$1.25M +$150K +4,460 +14%
VIP
29
Viewpoint Investment Partners
Alberta, Canada
$1.25M -$2.28M -67,958 -65%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.16M +$1.12M +33,502 New
HAC
31
Harbor Advisory Corp
New Hampshire
$1.04M +$317K +9,445 +46%
MHR
32
Matthew Hamilton Rosenberg
$1M +$36.9K +1,098 +4%
AA
33
AlphaQ Advisors
Florida
$949K +$918K +27,338 New
LPL Financial
34
LPL Financial
California
$941K +$30K +895 +3%
LPIC
35
LeJeune Puetz Investment Counsel
Michigan
$899K +$869K +25,900 New
HSBC Holdings
36
HSBC Holdings
United Kingdom
$880K
TIM
37
Tortoise Investment Management
New York
$864K -$50.4K -1,500 -6%
SFP
38
Strategic Financial Planning
Texas
$822K -$2.42K -72 -0.3%
CA
39
CoreCap Advisors
Michigan
$628K +$137K +4,090 +29%
Truist Financial
40
Truist Financial
North Carolina
$627K +$606K +18,064 New
SWP
41
Summit Wealth Partners
Florida
$580K -$5.07K -151 -0.9%
HCP
42
Hexagon Capital Partners
Arkansas
$572K -$110K -3,268 -17%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$508K +$54.7K +1,630 +13%
Northern Trust
44
Northern Trust
Illinois
$469K +$71.9K +2,141 +19%
RF
45
RHS Financial
California
$457K -$446K -13,291 -50%
NC
46
NinePointTwo Capital
California
$427K
PP
47
Prudential plc
United Kingdom
$382K +$369K +11,000 New
Goldman Sachs
48
Goldman Sachs
New York
$337K -$914K -27,220 -74%
CAN
49
Cetera Advisor Networks
California
$303K +$5.54K +165 +2%
DWM
50
Drive Wealth Management
Utah
$301K +$291K +8,663 New