We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF
LEMB

73 hedge funds and large institutions have $222M invested in iShares JPMorgan EM Local Currency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more capital invested

Capital invested by funds: $204M → $222M (+$18.1M)

1.41% more ownership

Funds ownership: 56.97% → 58.37% (+1.4%)

5% less funds holding

Funds holding: 77 → 73 (-4)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $306K

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
7
Increased
19
Reduced
26
Closed
11
Calls
–
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$306K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$29.1M
2
SEI Investments
SEI Investments
Pennsylvania
+$12M
3
American Century Companies
American Century Companies
Missouri
+$1.68M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.34M
5
RF
RHS Financial
California
+$1.24M

Top Sellers

1
BlackRock
BlackRock
New York
-$22.7M
2
Morgan Stanley
Morgan Stanley
New York
-$6.03M
3
AIP
Almanack Investment Partners
Pennsylvania
-$5.54M
4
EAM
Erste Asset Management
Austria
-$4.48M
5
EIA
Edgemoor Investment Advisors
Maryland
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
51
Penn Mutual Asset Management
Pennsylvania
$86K – – –
Citigroup
52
Citigroup
New York
$42K -$49.5K -1,265 -55%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$37.6K – – –
FCA
54
FinTrust Capital Advisors
South Carolina
$36K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$28K +$5.79K +148 +28%
SWM
56
Selective Wealth Management
Virginia
$24K – – –
IWMA
57
Ironwood Wealth Management (Arizona)
Arizona
$22K +$313 +8 +2%
ADL
58
Asset Dedication LLC
California
$22K +$21.4K +547 New
PAG
59
Private Advisor Group
New Jersey
$22K +$21.5K +550 New
GI
60
Gradient Investments
Minnesota
$20K -$3.13K -80 -14%
1IA
61
1834 Investment Advisors
Wisconsin
$17K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$15K +$14.3K +364 New
AF
63
Advisornet Financial
Minnesota
$14K – – –
Northern Trust
64
Northern Trust
Illinois
$12K +$28.2K +720 +3%
BWL
65
Bogart Wealth LLC
Virginia
$11K – – –
CAL
66
Capital Analysts LLC
Pennsylvania
$11K – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$10K +$9.55K +244 New
FA
68
Financial Advantage
Maryland
$10K +$9.79K +250 New
Osaic Holdings
69
Osaic Holdings
Arizona
$8K -$29.8K -762 -80%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$7K – – –
DCM
71
Davis Capital Management
Florida
$6K – – –
FRA
72
Front Row Advisors
California
$6K – – –
AII
73
AGF Investments Inc
Ontario, Canada
$3K -$1.29K -33 -31%
AIP
74
Almanack Investment Partners
Pennsylvania
– -$5.54M -147,928 Closed
EAM
75
Erste Asset Management
Austria
– -$4.48M -119,728 Closed
1 2
3
4