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iShares JPMorgan EM Local Currency Bond ETF

79 hedge funds and large institutions have $244M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 60.7%64.45% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

6% less funds holding

Funds holding: 8479 (-5)

10% less capital invested

Capital invested by funds: $271M → $244M (-$27.6M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
30
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
Simplicity Wealth
New Jersey
$1.32M +$63K +1,755 +5%
NP
27
Nilsine Partners
Colorado
$1.3M +$1.61K +45 +0.1%
OMC
28
Old Mission Capital
Illinois
$1.19M +$1.19M +33,252 New
Ameriprise
29
Ameriprise
Minnesota
$1.13M -$46.6K -1,299 -4%
VIP
30
Viewpoint Investment Partners
Alberta, Canada
$1.1M -$172K -4,800 -13%
BWM
31
Bulltick Wealth Management
Florida
$1.1M -$603K -16,813 -35%
TWM
32
Tanager Wealth Management
United Kingdom
$1.1M -$96.8K -2,697 -8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.02M +$15.5K +431 +2%
LG
34
LAM Group
Oregon
$1.01M -$248K -6,915 -20%
Bank Julius Baer & Co
35
Bank Julius Baer & Co
Switzerland
$976K -$99.7K -2,778 -10%
PNAA
36
Pictet North America Advisors
Switzerland
$945K -$1.86M -51,745 -66%
RWP
37
RWA Wealth Partners
Massachusetts
$910K
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$899K -$13.9K -388 -2%
RF
39
RHS Financial
California
$854K -$83.2K -2,318 -9%
SFP
40
Strategic Financial Planning
Texas
$853K +$55K +1,532 +7%
SC
41
Savant Capital
Illinois
$689K +$75.6K +2,107 +12%
Truist Financial
42
Truist Financial
North Carolina
$644K
EWM
43
Endowment Wealth Management
Wisconsin
$564K +$63.3K +1,763 +13%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$538K -$1.94K -54 -0.4%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$509K +$13K +361 +3%
WH
46
Whitcomb & Hess
Ohio
$410K +$5.99K +167 +1%
MHR
47
Matthew Hamilton Rosenberg
$407K -$237K -6,594 -37%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$391K +$137K +3,807 +53%
Fisher Asset Management
49
Fisher Asset Management
Washington
$352K
FM
50
Foster & Motley
Ohio
$347K +$2.94K +82 +0.8%