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iShares JPMorgan EM Local Currency Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $206M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
25
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
$6.79M
2
FM
Foster & Motley
Ohio
$5.43M
3
LWL
Leo Wealth LLC
Texas
$5.17M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.19M
5
Principal Financial Group
Principal Financial Group
Iowa
$2.22M

Top Sellers

1
SIAM
Sterling Investment Advisors (Missouri)
Missouri
$11M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.16M
3
RCAG
Rehmann Capital Advisory Group
Michigan
$0
4
Canada Life
Canada Life
Manitoba, Canada
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
26
Viewpoint Investment Partners
Alberta, Canada
$1.94M -$448K -11,100 -19%
HP
27
Haven Private
Florida
$1.87M +$1.87M +46,297 New
Morgan Stanley
28
Morgan Stanley
New York
$1.73M -$221K -5,461 -11%
NP
29
Nilsine Partners
Colorado
$1.48M +$11.9K +295 +0.8%
Federated Hermes
30
Federated Hermes
Pennsylvania
$1.45M +$1.45M +35,988 New
RF
31
RHS Financial
California
$1.29M +$40.9K +1,013 +3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$201K +4,959 +20%
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$1.11M +$127K +3,155 +13%
EWM
34
Endowment Wealth Management
Wisconsin
$1.08M +$91.8K +2,272 +9%
NA
35
NewEdge Advisors
Louisiana
$1.03M -$12.8K -317 -1%
SFP
36
Strategic Financial Planning
Texas
$928K -$6.22K -154 -0.7%
PNAA
37
Pictet North America Advisors
Switzerland
$850K -$194K -4,797 -19%
UBP
38
Union Bancaire Privee
Switzerland
$825K +$146K +3,635 +22%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$791K +$327K +8,088 +70%
LPL Financial
40
LPL Financial
California
$770K +$174K +4,320 +29%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$712K +$24.1K +597 +4%
WH
42
Whitcomb & Hess
Ohio
$624K -$11.6K -286 -2%
VC
43
Vicus Capital
Pennsylvania
$583K +$583K +14,426 New
DADC
44
D.A. Davidson & Co
Montana
$543K +$29.2K +724 +6%
Truist Financial
45
Truist Financial
North Carolina
$511K -$164K -4,059 -24%
TWM
46
Tanager Wealth Management
United Kingdom
$500K -$123K -3,056 -20%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$497K -$329K -8,150 -40%
CMMS
48
Comprehensive Money Management Services
Florida
$468K -$9.49K -235 -2%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$409K +$409K +10,137 New
Fisher Asset Management
50
Fisher Asset Management
Washington
$399K – – –
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