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iShares JPMorgan EM Local Currency Bond ETF

98 hedge funds and large institutions have $384M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

6% more capital invested

Capital invested by funds: $360M → $384M (+$23M)

4% more funds holding

Funds holding: 9498 (+4)

8.12% less ownership

Funds ownership: 71.12%63% (-8.1%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
36
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.37M +$837K +22,909 +56%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.21M +$627K +17,163 +40%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$2.08M -$39K -1,067 -2%
IA
29
IFP Advisors
Florida
$2.08M -$31.1K -851 -1%
TWM
30
Tanager Wealth Management
United Kingdom
$2.07M -$148K -4,040 -7%
UBS Group
31
UBS Group
Switzerland
$1.72M -$223K -6,094 -12%
RF
32
RHS Financial
California
$1.64M +$850K +23,286 +111%
SFS
33
Sowell Financial Services
Arkansas
$1.63M +$1.6M +43,923 New
MA
34
Mutual Advisors
Nebraska
$1.61M +$1.59M +43,408 New
VIP
35
Viewpoint Investment Partners
Alberta, Canada
$1.56M +$248K +6,800 +19%
Bank Julius Baer & Co
36
Bank Julius Baer & Co
Switzerland
$1.43M -$26.4K -724 -2%
NP
37
Nilsine Partners
Colorado
$1.37M -$46.6K -1,275 -3%
BWM
38
Bulltick Wealth Management
Florida
$1.34M +$1.32M +36,135 New
WA
39
WBH Advisory
Maryland
$1.28M +$10.4K +285 +0.8%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$1.25M -$2.01K -55 -0.6%
SWA
41
Stratos Wealth Advisors
Ohio
$1.08M +$165K +4,523 +18%
HAC
42
Harbor Advisory Corp
New Hampshire
$950K
PAS
43
Park Avenue Securities
New York
$936K +$52.7K +1,444 +6%
TIM
44
Tortoise Investment Management
New York
$890K -$4.93K -135 -0.6%
OMC
45
Old Mission Capital
Illinois
$872K +$860K +23,558 New
CFGS
46
Concourse Financial Group Securities
Alabama
$843K +$122K +3,347 +17%
SFP
47
Strategic Financial Planning
Texas
$803K -$51.7K -1,415 -6%
MHR
48
Matthew Hamilton Rosenberg
$777K -$143K -3,912 -16%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$772K +$115K +3,140 +18%
Truist Financial
50
Truist Financial
North Carolina
$672K +$3.36K +92 +0.5%