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iShares JPMorgan EM Local Currency Bond ETF

83 hedge funds and large institutions have $335M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

6.7% more ownership

Funds ownership: 64.49%71.19% (+6.7%)

1% more funds holding

Funds holding: 8283 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% less capital invested

Capital invested by funds: $340M → $335M (-$5.06M)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
28
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
51
Hexagon Capital Partners
Arkansas
$707K +$5.04K +114 +0.7%
SI
52
Symmetry Investments
Jersey
$502K +$522K +11,800 New
MML Investors Services
53
MML Investors Services
Massachusetts
$420K +$170K +3,837 +64%
KWA
54
KCS Wealth Advisory
California
$396K -$21.9K -495 -5%
American Century Companies
55
American Century Companies
Missouri
$353K
LPL Financial
56
LPL Financial
California
$349K +$363K +8,207 New
FA
57
Faithward Advisors
Pennsylvania
$342K +$355K +8,028 New
VIP
58
Viewpoint Investment Partners
Alberta, Canada
$329K +$342K +7,733 New
AIP
59
Almanack Investment Partners
Pennsylvania
$319K -$137K -3,092 -29%
SPIA
60
Steward Partners Investment Advisory
New York
$255K
PAG
61
Private Advisor Group
New Jersey
$221K +$229K +5,171 New
TSS
62
Two Sigma Securities
New York
$211K +$219K +4,948 New
RF
63
RHS Financial
California
$204K -$135K -3,057 -39%
EIP
64
Ellis Investment Partners
Pennsylvania
$193K -$26.8K -606 -12%
SFP
65
Sterling Financial Planning
New Jersey
$140K -$41.3K -933 -22%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
$126K -$509K -11,505 -80%
Barclays
67
Barclays
United Kingdom
$114K
Northern Trust
68
Northern Trust
Illinois
$102K +$5.82M +131,679 +122%
PMAM
69
Penn Mutual Asset Management
Pennsylvania
$90K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$66K +$34.9K +789 +106%
1IA
71
1834 Investment Advisors
Wisconsin
$52K -$884 -20 -2%
AIG
72
American International Group
New York
$42.6K
FCA
73
FinTrust Capital Advisors
South Carolina
$26K
ADL
74
Asset Dedication LLC
California
$23K
AF
75
Advisornet Financial
Minnesota
$15K