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iShares JPMorgan EM Local Currency Bond ETF

83 hedge funds and large institutions have $214M invested in iShares JPMorgan EM Local Currency Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 7883 (+5)

13.65% less ownership

Funds ownership: 66.23%52.58% (-14%)

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

38% less capital invested

Capital invested by funds: $347M → $214M (-$133M)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
22
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$273K +$81.1K +2,308 +41%
NCA
52
New Century Advisors
Maryland
$246K
Citadel Advisors
53
Citadel Advisors
Florida
$224K -$526K -14,964 -70%
PPW
54
Parcion Private Wealth
Washington
$224K +$235K +6,701 New
SPIA
55
Steward Partners Investment Advisory
New York
$221K +$6.64K +189 +3%
1IA
56
1834 Investment Advisors
Wisconsin
$177K -$55.7K -1,585 -23%
Amundi
57
Amundi
France
$141K -$1.93M -54,900 -93%
CLOS
58
Compagnie Lombard Odier SCmA
Switzerland
$135K
Citigroup
59
Citigroup
New York
$115K -$155K -4,408 -57%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$95K +$62.8K +1,788 +178%
Barclays
61
Barclays
United Kingdom
$91K
EIP
62
Ellis Investment Partners
Pennsylvania
$63K -$3.27K -93 -5%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$60K -$81.2K -2,312 -57%
FA
64
Faithward Advisors
Pennsylvania
$58K -$1.3K -37 -2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$51K +$52.7K +1,500 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$36K +$5.79K +165 +18%
WT
67
Whittier Trust
California
$25K +$25.7K +733 New
CA
68
CoreCap Advisors
Michigan
$17K +$17.7K +505 New
AF
69
Advisornet Financial
Minnesota
$16K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$14K +$14K +400 New
BWL
71
Bogart Wealth LLC
Virginia
$10K
GRP
72
Global Retirement Partners
California
$10K +$1.02K +29 +11%
Northern Trust
73
Northern Trust
Illinois
$9K -$5.73M -163,153 -85%
BCV
74
Banque Cantonale Vaudoise
Switzerland
$9K
VVP
75
Venture Visionary Partners
Ohio
$7.11K +$7.3K +208 New