We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

94 hedge funds and large institutions have $360M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $286M → $360M (+$74.5M)

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

11% more funds holding

Funds holding: 8594 (+9)

7.13% more ownership

Funds ownership: 63.99%71.12% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
34
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$2.61M +$2.02M +56,976 +55,859%
TWM
27
Tanager Wealth Management
United Kingdom
$2.16M -$113K -3,190 -5%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$2.07M +$185K +5,214 +10%
UBS Group
29
UBS Group
Switzerland
$1.9M -$57.6K -1,623 -3%
AA
30
AlphaQ Advisors
Florida
$1.72M +$721K +20,342 +74%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.53M +$1.51M +42,575 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.48M +$1.45M +40,864 +32,176%
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$1.42M +$122K +3,439 +10%
NP
34
Nilsine Partners
Colorado
$1.38M +$1.36M +38,339 New
VIP
35
Viewpoint Investment Partners
Alberta, Canada
$1.28M -$17.7K -500 -1%
WA
36
WBH Advisory
Maryland
$1.24M +$1.22M +34,317 New
HSBC Holdings
37
HSBC Holdings
United Kingdom
$1.22M +$303K +8,551 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.18M -$15M -424,271 -93%
LPL Financial
39
LPL Financial
California
$1.01M +$27.7K +781 +3%
LPIC
40
LeJeune Puetz Investment Counsel
Michigan
$934K
HAC
41
Harbor Advisory Corp
New Hampshire
$926K -$156K -4,395 -15%
MHR
42
Matthew Hamilton Rosenberg
$898K -$143K -4,044 -14%
SWA
43
Stratos Wealth Advisors
Ohio
$892K +$877K +24,735 New
TIM
44
Tortoise Investment Management
New York
$872K -$25.5K -720 -3%
PAS
45
Park Avenue Securities
New York
$859K +$845K +23,841 New
SFP
46
Strategic Financial Planning
Texas
$833K -$21K -593 -3%
EW
47
Enzi Wealth
Texas
$817K -$1.09M -30,873 -58%
RF
48
RHS Financial
California
$759K +$280K +7,886 +60%
CFGS
49
Concourse Financial Group Securities
Alabama
$700K +$689K +19,424 New
Truist Financial
50
Truist Financial
North Carolina
$651K