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iShares JPMorgan EM Local Currency Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 8988 (-1)

3.47% less ownership

Funds ownership: 67.79%64.32% (-3.5%)

14% less capital invested

Capital invested by funds: $364M → $312M (-$52.2M)

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$2.21M -$1.8M -50,886 -46%
TWM
27
Tanager Wealth Management
United Kingdom
$1.44M -$276K -7,779 -17%
NP
28
Nilsine Partners
Colorado
$1.34M +$142 +4 +0%
BWM
29
Bulltick Wealth Management
Florida
$1.22M -$103K -2,906 -8%
Bank Julius Baer & Co
30
Bank Julius Baer & Co
Switzerland
$1.21M -$241K -6,790 -17%
Ameriprise
31
Ameriprise
Minnesota
$1.13M -$4.01M -113,021 -79%
RF
32
RHS Financial
California
$1.1M -$799K -22,536 -43%
VIP
33
Viewpoint Investment Partners
Alberta, Canada
$1.08M +$53.2K +1,500 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.03M +$212K +5,994 +27%
LG
35
LAM Group
Oregon
$975K +$231K +6,525 +33%
RWP
36
RWA Wealth Partners
Massachusetts
$951K
VC
37
Vicus Capital
Pennsylvania
$922K +$132K +3,735 +17%
SS
38
Simplicity Solutions
Minnesota
$914K +$84.1K +2,373 +11%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$878K +$71.2K +2,008 +9%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$831K -$13.4M -376,857 -94%
SFP
41
Strategic Financial Planning
Texas
$830K +$43.6K +1,231 +6%
TIM
42
Tortoise Investment Management
New York
$736K -$77.8K -2,195 -10%
MHR
43
Matthew Hamilton Rosenberg
$682K -$5.78K -163 -0.9%
Truist Financial
44
Truist Financial
North Carolina
$665K -$1.63K -46 -0.3%
SC
45
Savant Capital
Illinois
$653K +$29.8K +841 +5%
SPIA
46
Steward Partners Investment Advisory
New York
$632K +$104K +2,929 +21%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$556K -$49.7K -1,402 -8%
CA
48
Cetera Advisors
Colorado
$527K -$96.2K -2,713 -16%
EWM
49
Endowment Wealth Management
Wisconsin
$502K +$42.7K +1,204 +10%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$483K +$46.6K +1,316 +11%