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iShares JPMorgan EM Local Currency Bond ETF
LEMB

70 hedge funds and large institutions have $278M invested in iShares JPMorgan EM Local Currency Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

52% more capital invested

Capital invested by funds: $183M → $278M (+$95.4M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 69 → 70 (+1)

0.04% more ownership

Funds ownership: 43.84% → 43.88% (+0.04%)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
12
Increased
26
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$24.5M
2
Jane Street
Jane Street
New York
+$21.1M
3
BlackRock
BlackRock
New York
+$20.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$5.18M
5
Morgan Stanley
Morgan Stanley
New York
+$3.48M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$10.1M
2
FTUS
Flow Traders U.S.
New York
-$8.36M
3
Bank of America
Bank of America
North Carolina
-$1.68M
4
Ameriprise
Ameriprise
Minnesota
-$1.66M
5
RWP
RWA Wealth Partners
Massachusetts
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$271K +$272K +6,100 New
IWMA
52
Ironwood Wealth Management (Arizona)
Arizona
$265K +$63.9K +1,435 +31%
1IA
53
1834 Investment Advisors
Wisconsin
$228K -$177K -3,980 -43%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$167K -$143K -3,215 -46%
Barclays
55
Barclays
United Kingdom
$157K – – –
ZIG
56
Zurich Insurance Group
Switzerland
$127K – – –
FCA
57
FinTrust Capital Advisors
South Carolina
$57K -$5.12K -115 -8%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$19K +$16.7K +374 +542%
AF
59
Advisornet Financial
Minnesota
$16K – – –
APSP
60
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
BWL
61
Bogart Wealth LLC
Virginia
$12K – – –
CAL
62
Capital Analysts LLC
Pennsylvania
$11K – – –
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$11K – – –
FRA
64
Front Row Advisors
California
$7K – – –
AA
65
AlphaMark Advisors
Kentucky
$4K – – –
LFG
66
LifePlan Financial Group
Ohio
$4K – – –
CA
67
Cetera Advisors
Colorado
$4K +$3.56K +80 New
SMFS
68
Squar Milner Financial Services
California
$2K +$2.45K +55 New
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75K – – –
AII
70
AGF Investments Inc
Ontario, Canada
$1K -$2.45K -55 -63%
CIM
71
Cambria Investment Management
California
$1K +$846 +19 New
FTUS
72
Flow Traders U.S.
New York
– -$8.36M -194,073 Closed
RWP
73
RWA Wealth Partners
Massachusetts
– -$1.46M -33,898 Closed
BCM
74
Bluefin Capital Management
New York
– -$621K -14,422 Closed
OMC
75
Old Mission Capital
Illinois
– -$270K -6,279 Closed
1 2
3
4

LEMB Hedge Fund Activity: Q1 2019 in Review

70 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q1 2019, worth a combined $278M — up 52% from $183M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LEMB positions and 10 closed out — a net gain of 2 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Gradient Investments, adding an estimated $24.5M. The largest seller was Barings, cutting an estimated $10.1M.

  • 70 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q1 2019, up from 69 in Q4 2018.
  • Funds reported $278M of iShares JPMorgan EM Local Currency Bond ETF stock for Q1 2019, up 52% quarter-over-quarter.
  • 12 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q1 2019 and 10 closed out, a net change of +2 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q1 2019 was Gradient Investments, an estimated $24.5M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q1 2019 was Barings, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.