We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

89 hedge funds and large institutions have $342M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

7% more funds holding

Funds holding: 8389 (+6)

2% more capital invested

Capital invested by funds: $335M → $342M (+$7.04M)

6.62% less ownership

Funds ownership: 71.19%64.57% (-6.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
34
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$903K +$31.7K +725 +4%
NVIM
52
New Vernon Investment Management
Illinois
$890K
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$828K
HCP
54
Hexagon Capital Partners
Arkansas
$822K +$97.2K +2,222 +13%
HWMA
55
Heritage Wealth Management (Arizona)
Arizona
$566K +$567K +12,956 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$430K +$430K +9,844 New
AIP
57
Almanack Investment Partners
Pennsylvania
$375K +$48.5K +1,108 +15%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$367K +$367K +8,397 New
CCA
59
Clearwater Capital Advisors
Illinois
$353K +$354K +8,090 New
LPL Financial
60
LPL Financial
California
$336K -$22.1K -506 -6%
EDRH
61
Edmond de Rothschild Holding
Switzerland
$334K -$446K -10,200 -57%
CCM
62
Crabel Capital Management
California
$325K +$326K +7,444 New
KWA
63
KCS Wealth Advisory
California
$320K -$86K -1,967 -21%
MML Investors Services
64
MML Investors Services
Massachusetts
$314K -$117K -2,673 -27%
RF
65
RHS Financial
California
$307K +$98K +2,241 +47%
SPIA
66
Steward Partners Investment Advisory
New York
$261K
CAN
67
Cetera Advisor Networks
California
$253K +$254K +5,806 New
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$238K +$110K +2,504 +85%
EIP
69
Ellis Investment Partners
Pennsylvania
$192K -$5.38K -123 -3%
FA
70
Faithward Advisors
Pennsylvania
$153K -$198K -4,522 -56%
SFP
71
Sterling Financial Planning
New Jersey
$144K
ASN
72
Advisory Services Network
Georgia
$119K +$120K +2,736 New
Barclays
73
Barclays
United Kingdom
$116K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$93K +$26.3K +602 +39%
PMAM
75
Penn Mutual Asset Management
Pennsylvania
$92K