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iShares JPMorgan EM Local Currency Bond ETF

83 hedge funds and large institutions have $363M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $342M → $363M (+$20.5M)

4.3% more ownership

Funds ownership: 64.57%68.86% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 8983 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
83
Holders Change
-6
Holders Change %
-6.74%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
34
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$425K +$198K +4,582 +84%
CCA
52
Clearwater Capital Advisors
Illinois
$337K -$6.31K -146 -2%
CAN
53
Cetera Advisor Networks
California
$334K +$90.2K +2,089 +36%
EDRH
54
Edmond de Rothschild Holding
Switzerland
$324K
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$320K
MML Investors Services
56
MML Investors Services
Massachusetts
$313K +$8.73K +202 +3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$305K -$1.81M -41,990 -85%
LPL Financial
58
LPL Financial
California
$285K -$41.6K -963 -13%
SPIA
59
Steward Partners Investment Advisory
New York
$266K +$12.9K +298 +5%
TC
60
Telemus Capital
Michigan
$241K +$245K +5,680 New
AFAS
61
Acorn Financial Advisory Services
Virginia
$214K +$218K +5,048 New
SFP
62
Sterling Financial Planning
New Jersey
$140K
FA
63
Faithward Advisors
Pennsylvania
$132K -$16.6K -384 -11%
RTL
64
Red Tortoise LLC
Georgia
$128K +$171K +3,950 New
Barclays
65
Barclays
United Kingdom
$113K
PMAM
66
Penn Mutual Asset Management
Pennsylvania
$89K
EIP
67
Ellis Investment Partners
Pennsylvania
$80K -$108K -2,510 -57%
CLOS
68
Compagnie Lombard Odier SCmA
Switzerland
$64K +$37.6K +870 +138%
ADL
69
Asset Dedication LLC
California
$23K
Northern Trust
70
Northern Trust
Illinois
$22K -$14K -324 -0.6%
HWMA
71
Heritage Wealth Management (Arizona)
Arizona
$18K -$542K -12,538 -97%
AF
72
Advisornet Financial
Minnesota
$15K
BWL
73
Bogart Wealth LLC
Virginia
$12K
BCV
74
Banque Cantonale Vaudoise
Switzerland
$11K -$75K -1,737 -87%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$10K