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iShares JPMorgan EM Local Currency Bond ETF

84 hedge funds and large institutions have $183M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more funds holding

Funds holding: 8084 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 59.8%59.62% (-0.17%)

8% less capital invested

Capital invested by funds: $199M → $183M (-$15.7M)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
33
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
26
Nilsine Partners
Colorado
$1.36M -$1.63K -44 -0.1%
BWM
27
Bulltick Wealth Management
Florida
$1.22M +$32.6K +880 +3%
Jane Street
28
Jane Street
New York
$1.2M -$12.5M -338,355 -91%
RF
29
RHS Financial
California
$1.15M +$92.4K +2,494 +9%
Raymond James Financial
30
Raymond James Financial
Florida
$1.13M +$862K +23,277 +339%
Bank Julius Baer & Co
31
Bank Julius Baer & Co
Switzerland
$1.03M +$95.2K +2,570 +10%
PNAA
32
Pictet North America Advisors
Switzerland
$968K -$250K -6,739 -21%
NA
33
NewEdge Advisors
Louisiana
$965K +$35.6K +960 +4%
EWM
34
Endowment Wealth Management
Wisconsin
$920K +$139K +3,746 +18%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$913K -$19.8K -536 -2%
SFP
36
Strategic Financial Planning
Texas
$867K -$24.1K -652 -3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$766K +$123K +3,332 +19%
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$639K -$16.5K -446 -3%
UBP
39
Union Bancaire Privee
Switzerland
$631K -$148K -4,000 -19%
Truist Financial
40
Truist Financial
North Carolina
$626K +$18.7K +505 +3%
WH
41
Whitcomb & Hess
Ohio
$589K +$13.5K +364 +2%
TWM
42
Tanager Wealth Management
United Kingdom
$578K -$208K -5,604 -27%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$567K +$560K +15,125 New
LPL Financial
44
LPL Financial
California
$553K +$546K +14,750 New
DADC
45
D.A. Davidson & Co
Montana
$477K +$94.8K +2,559 +25%
CMMS
46
Comprehensive Money Management Services
Florida
$442K -$3.7K -100 -0.8%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$431K +$73.3K +1,980 +21%
SC
48
Savant Capital
Illinois
$427K -$84.9K -2,293 -17%
Fisher Asset Management
49
Fisher Asset Management
Washington
$370K
MHR
50
Matthew Hamilton Rosenberg
$341K -$54.3K -1,465 -14%

LEMB Hedge Fund Activity: Q1 2025 in Review

84 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q1 2025, worth a combined $183M — down 7.9% from $199M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LEMB positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.18M. The largest seller was Jane Street, cutting an estimated $12.5M.

  • 84 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $183M of iShares JPMorgan EM Local Currency Bond ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 10 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q1 2025 and 6 closed out, a net change of +4 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.18M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q1 2025 was Jane Street, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2025.