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iShares JPMorgan EM Local Currency Bond ETF
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91 hedge funds and large institutions have $237M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $208M → $237M (+$28.3M)

2% more funds holding

Funds holding: 89 → 91 (+2)

1.09% more ownership

Funds ownership: 57.57% → 58.66% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$11.3M
2
SIAM
Sterling Investment Advisors (Missouri)
Missouri
+$8.39M
3
Franklin Resources
Franklin Resources
California
+$6.61M
4
OPAM
Ocean Park Asset Management
California
+$4.87M
5
Principal Financial Group
Principal Financial Group
Iowa
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
MPW
MASECO Private Wealth
-$9.2M
2
BEC
Blue Edge Capital
Virginia
-$2.99M
3
LWL
Leo Wealth LLC
Texas
-$2.19M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.18M
5
SA
Sanctuary Advisors
Indiana
-$654K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.05M -$1.18M -29,100 -37%
OO
27
Obsido Oy
$2.03M +$11.3K +279 +0.6%
VIP
28
Viewpoint Investment Partners
Alberta, Canada
$1.94M – – –
Morgan Stanley
29
Morgan Stanley
New York
$1.78M +$16.6K +408 +1%
Ameriprise
30
Ameriprise
Minnesota
$1.6M -$485K -11,929 -23%
RF
31
RHS Financial
California
$1.58M +$266K +6,532 +21%
Federated Hermes
32
Federated Hermes
Pennsylvania
$1.48M – – –
NP
33
Nilsine Partners
Colorado
$1.43M -$82.9K -2,040 -6%
SA
34
Sanctuary Advisors
Indiana
$1.42M -$654K -16,081 -32%
EWM
35
Endowment Wealth Management
Wisconsin
$1.35M +$244K +6,009 +22%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$105K +2,593 +9%
PNAA
37
Pictet North America Advisors
Switzerland
$1.27M +$395K +9,726 +46%
OC
38
Oppenheimer & Co
New York
$1.23M +$1.22M +29,885 New
Bank Julius Baer & Co
39
Bank Julius Baer & Co
Switzerland
$1.13M – – –
BCA
40
Bay Colony Advisors
Massachusetts
$1.06M +$1.05M +25,765 New
OFA
41
Oak Family Advisors
Illinois
$997K +$984K +24,200 New
UBP
42
Union Bancaire Privee
Switzerland
$991K +$145K +3,575 +17%
SFP
43
Strategic Financial Planning
Texas
$939K -$8.01K -197 -0.9%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$902K +$93.7K +2,304 +12%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$752K +$24.4K +601 +3%
WH
46
Whitcomb & Hess
Ohio
$619K -$17.3K -425 -3%
DADC
47
D.A. Davidson & Co
Montana
$593K +$38.1K +938 +7%
CFIM
48
Client First Investment Management
Wisconsin
$562K +$554K +13,628 New
Barclays
49
Barclays
United Kingdom
$550K +$543K +13,350 New
Truist Financial
50
Truist Financial
North Carolina
$522K – – –
1
2
3 4 5

LEMB Hedge Fund Activity: Q3 2025 in Review

91 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q3 2025, worth a combined $237M — up 14% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LEMB positions and 12 closed out — a net gain of 3 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $11.3M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $9.2M sold.

  • 91 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q3 2025, up from 89 in Q2 2025.
  • Funds reported $237M of iShares JPMorgan EM Local Currency Bond ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 15 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q3 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q3 2025 was Motley Fool Wealth Management, an estimated $11.3M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2025.