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iShares JPMorgan EM Local Currency Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $312M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
26
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNAA
1
Pictet North America Advisors
Switzerland
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
LWL
3
Leo Wealth LLC
Texas
$3.32M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.9M
5
PS
5
Principal Securities
Iowa
$2.85M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$49.2M
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$12.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$831K
4
LPL Financial
4
LPL Financial
California
$204K
5
Fidelity International
5
Fidelity International
Bermuda
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$2.22M 60,320 -50,886 -46%
TWM
27
Tanager Wealth Management
United Kingdom
$1.44M 39,348 -7,779 -17%
NP
28
Nilsine Partners
Colorado
$1.34M 36,544 +4 +0%
BWM
29
Bulltick Wealth Management
Florida
$1.22M 33,229 -2,906 -8%
Bank Julius Baer & Co
30
Bank Julius Baer & Co
Switzerland
$1.21M 33,045 -6,790 -17%
Ameriprise
31
Ameriprise
Minnesota
$1.13M 30,853 -113,021 -79%
RF
32
RHS Financial
California
$1.1M 30,089 -22,536 -43%
VIP
33
Viewpoint Investment Partners
Alberta, Canada
$1.08M 29,300 +1,500 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.03M 27,978 +5,994 +27%
LG
35
LAM Group
Oregon
$975K 26,560 +6,525 +33%
RWP
36
RWA Wealth Partners
Massachusetts
$951K 25,900 – –
VC
37
Vicus Capital
Pennsylvania
$922K 25,108 +3,735 +17%
SS
38
Simplicity Solutions
Minnesota
$914K 24,898 +2,373 +11%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$878K 23,919 +2,008 +9%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$831K 22,588 -376,857 -94%
SFP
41
Strategic Financial Planning
Texas
$830K 22,590 +1,231 +6%
TIM
42
Tortoise Investment Management
New York
$736K 20,040 -2,195 -10%
MHR
43
Matthew Hamilton Rosenberg
$682K 18,569 -163 -0.9%
Truist Financial
44
Truist Financial
North Carolina
$665K 18,110 -46 -0.3%
SC
45
Savant Capital
Illinois
$653K 17,787 +841 +5%
SPIA
46
Steward Partners Investment Advisory
New York
$632K 17,214 +2,929 +21%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$556K 15,151 -1,402 -8%
CA
48
Cetera Advisors
Colorado
$527K 14,341 -2,713 -16%
EWM
49
Endowment Wealth Management
Wisconsin
$502K 13,658 +1,204 +10%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$483K 13,146 +1,316 +11%
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