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iShares JPMorgan EM Local Currency Bond ETF

82 hedge funds and large institutions have $315M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 8382 (-1)

8.67% less ownership

Funds ownership: 68.86%60.19% (-8.7%)

13% less capital invested

Capital invested by funds: $363M → $315M (-$48.4M)

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
37
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCA
51
New Century Advisors
Maryland
$372K +$391K +9,500 New
AWM
52
AE Wealth Management
Kansas
$364K -$1.04M -25,392 -73%
CAN
53
Cetera Advisor Networks
California
$348K +$39.9K +971 +12%
MML Investors Services
54
MML Investors Services
Massachusetts
$344K +$56.6K +1,377 +19%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$318K -$79.3K -1,928 -19%
EDRH
56
Edmond de Rothschild Holding
Switzerland
$300K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$300K +$10.5K +256 +4%
CA
58
Calton & Associates
Florida
$284K -$2.39M -58,066 -89%
TC
59
Telemus Capital
Michigan
$262K +$41.1K +1,000 +18%
SPIA
60
Steward Partners Investment Advisory
New York
$246K
AFAS
61
Acorn Financial Advisory Services
Virginia
$212K +$14.3K +347 +7%
ULWM
62
Upper Left Wealth Management
Florida
$205K +$215K +5,231 New
CLOS
63
Compagnie Lombard Odier SCmA
Switzerland
$137K +$82.2K +2,000 +133%
Barclays
64
Barclays
United Kingdom
$105K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$89K +$93.3K +2,269 +25,211%
PMAM
66
Penn Mutual Asset Management
Pennsylvania
$83K
EIP
67
Ellis Investment Partners
Pennsylvania
$76K +$2.22K +54 +3%
FA
68
Faithward Advisors
Pennsylvania
$69K -$56.3K -1,369 -44%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$33K +$34.7K +843 New
Northern Trust
70
Northern Trust
Illinois
$31K +$1.17M +28,494 +55%
CA
71
CoreCap Advisors
Michigan
$20K +$20.8K +505 New
AF
72
Advisornet Financial
Minnesota
$19K +$4.93K +120 +34%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$16K +$11.1K +269 +153%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$15.1K +$12.5K +304 New
BWL
75
Bogart Wealth LLC
Virginia
$11K