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iShares JPMorgan EM Local Currency Bond ETF

84 hedge funds and large institutions have $271M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

3.62% less ownership

Funds ownership: 64.32%60.7% (-3.6%)

5% less funds holding

Funds holding: 8884 (-4)

13% less capital invested

Capital invested by funds: $312M → $271M (-$40.1M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
32
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
26
Nilsine Partners
Colorado
$1.31M -$3.72K -103 -0.3%
VIP
27
Viewpoint Investment Partners
Alberta, Canada
$1.29M +$235K +6,500 +22%
SW
28
Simplicity Wealth
New Jersey
$1.27M +$1.27M +35,278 New
LG
29
LAM Group
Oregon
$1.27M +$309K +8,560 +32%
TWM
30
Tanager Wealth Management
United Kingdom
$1.21M -$214K -5,917 -15%
Ameriprise
31
Ameriprise
Minnesota
$1.18M +$68.5K +1,895 +6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.01M +$5.53K +153 +0.5%
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$988K -$204K -5,659 -17%
RF
34
RHS Financial
California
$948K -$137K -3,798 -13%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$922K +$60K +1,661 +7%
RWP
36
RWA Wealth Partners
Massachusetts
$921K -$13.5K -375 -1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$886K +$56.4K +1,560 +7%
SFP
38
Strategic Financial Planning
Texas
$808K -$6.61K -183 -0.8%
Truist Financial
39
Truist Financial
North Carolina
$652K -$1.66K -46 -0.3%
MHR
40
Matthew Hamilton Rosenberg
$647K -$19.4K -536 -3%
SPIA
41
Steward Partners Investment Advisory
New York
$637K +$16.1K +446 +3%
SC
42
Savant Capital
Illinois
$621K -$20.4K -565 -3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$546K -$289 -8 -0.1%
EWM
44
Endowment Wealth Management
Wisconsin
$508K +$14.9K +413 +3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$502K +$27.7K +768 +6%
TIM
46
Tortoise Investment Management
New York
$497K -$226K -6,250 -31%
WH
47
Whitcomb & Hess
Ohio
$409K +$3.18K +88 +0.8%
Northern Trust
48
Northern Trust
Illinois
$409K -$63.6K -1,761 -13%
MA
49
Mutual Advisors
Nebraska
$379K -$7.19K -199 -2%
Fisher Asset Management
50
Fisher Asset Management
Washington
$356K