We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

80 hedge funds and large institutions have $199M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 7880 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.82% less ownership

Funds ownership: 67.62%59.8% (-7.8%)

22% less capital invested

Capital invested by funds: $255M → $199M (-$56.2M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
22
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$1.35M +$1.38M +37,337 New
NP
27
Nilsine Partners
Colorado
$1.31M -$25.3K -686 -2%
PNAA
28
Pictet North America Advisors
Switzerland
$1.18M +$206K +5,578 +21%
BWM
29
Bulltick Wealth Management
Florida
$1.14M +$28.3K +766 +2%
RF
30
RHS Financial
California
$1.02M -$59.1K -1,603 -5%
Bank Julius Baer & Co
31
Bank Julius Baer & Co
Switzerland
$988K +$63.2K +1,714 +7%
Ameriprise
32
Ameriprise
Minnesota
$930K -$966K -26,194 -50%
RWP
33
RWA Wealth Partners
Massachusetts
$921K
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$899K +$108K +2,927 +13%
NA
35
NewEdge Advisors
Louisiana
$895K +$575K +15,587 +169%
SFP
36
Strategic Financial Planning
Texas
$859K -$14K -379 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$760K +$777K +21,057 New
TWM
38
Tanager Wealth Management
United Kingdom
$759K -$326K -8,829 -30%
UBP
39
Union Bancaire Privee
Switzerland
$757K +$771K +20,903 New
EWM
40
Endowment Wealth Management
Wisconsin
$751K +$144K +3,895 +23%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$632K -$306K -8,293 -32%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$618K -$366K -9,911 -37%
Truist Financial
43
Truist Financial
North Carolina
$585K -$247K -6,691 -29%
WH
44
Whitcomb & Hess
Ohio
$554K +$143K +3,870 +34%
VIP
45
Viewpoint Investment Partners
Alberta, Canada
$531K -$1.03M -28,000 -66%
SC
46
Savant Capital
Illinois
$494K -$84.9K -2,302 -14%
CMMS
47
Comprehensive Money Management Services
Florida
$430K +$439K +11,910 New
MHR
48
Matthew Hamilton Rosenberg
$382K -$25.4K -689 -6%
DADC
49
D.A. Davidson & Co
Montana
$367K +$26.1K +709 +7%
Fisher Asset Management
50
Fisher Asset Management
Washington
$356K -$4.65K -126 -1%