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iShares JPMorgan EM Local Currency Bond ETF

78 hedge funds and large institutions have $255M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.17% more ownership

Funds ownership: 64.45%67.62% (+3.2%)

5% more capital invested

Capital invested by funds: $244M → $255M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 7978 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
25
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Bulltick Wealth Management
Florida
$1.19M
RF
27
RHS Financial
California
$1.15M +$221K +5,967 +25%
TWM
28
Tanager Wealth Management
United Kingdom
$1.15M -$32.5K -877 -3%
Bank Julius Baer & Co
29
Bank Julius Baer & Co
Switzerland
$1.05M -$55.8K -1,506 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.04M -$3.82M -103,159 -79%
PNAA
31
Pictet North America Advisors
Switzerland
$1.04M +$18.1K +489 +2%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$992K +$22.4K +603 +2%
RWP
33
RWA Wealth Partners
Massachusetts
$982K
SFP
34
Strategic Financial Planning
Texas
$930K +$8.86K +239 +1%
Truist Financial
35
Truist Financial
North Carolina
$881K +$180K +4,845 +27%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$845K +$255K +6,889 +46%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$654K +$630K +17,000 New
EWM
38
Endowment Wealth Management
Wisconsin
$651K +$40.3K +1,088 +7%
SC
39
Savant Capital
Illinois
$615K -$123K -3,329 -17%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$577K +$27K +729 +5%
WH
41
Whitcomb & Hess
Ohio
$442K -$853 -23 -0.2%
MHR
42
Matthew Hamilton Rosenberg
$433K -$6.34K -171 -1%
Fisher Asset Management
43
Fisher Asset Management
Washington
$385K +$4.67K +126 +1%
DADC
44
D.A. Davidson & Co
Montana
$364K
M&T Bank
45
M&T Bank
New York
$358K +$345K +9,315 New
NA
46
NewEdge Advisors
Louisiana
$354K +$342K +9,214 New
TIM
47
Tortoise Investment Management
New York
$317K
IA
48
Insight Advisors
Pennsylvania
$311K +$8.68K +234 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$308K +$22.5K +606 +8%
LIM
50
Leavell Investment Management
Alabama
$271K +$8.94K +241 +4%