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iShares JPMorgan EM Local Currency Bond ETF

77 hedge funds and large institutions have $211M invested in iShares JPMorgan EM Local Currency Bond ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6.57% more ownership

Funds ownership: 52.58%59.15% (+6.6%)

2% less capital invested

Capital invested by funds: $214M → $211M (-$3.61M)

7% less funds holding

Funds holding: 8377 (-6)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $323K

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
9
Increased
23
Reduced
29
Closed
13
Calls
Puts
$323K
Net Calls
-$323K
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Insight Advisors
Pennsylvania
$219K +$228K +6,769 New
SPIA
52
Steward Partners Investment Advisory
New York
$209K
EWM
53
Endowment Wealth Management
Wisconsin
$207K +$216K +6,417 New
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$127K
Barclays
55
Barclays
United Kingdom
$86K
EIP
56
Ellis Investment Partners
Pennsylvania
$58K -$1.82K -54 -3%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$48K -$42.5K -1,261 -45%
Citigroup
58
Citigroup
New York
$47K -$64.6K -1,916 -57%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$43K +$8.46K +251 +23%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$35K -$23.1K -686 -39%
WT
61
Whittier Trust
California
$24K
AF
62
Advisornet Financial
Minnesota
$15K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$13K
Osaic Holdings
64
Osaic Holdings
Arizona
$12K +$7.78K +231 +174%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$12K +$12K +356 New
BWL
66
Bogart Wealth LLC
Virginia
$9K
GRP
67
Global Retirement Partners
California
$9K
BCV
68
Banque Cantonale Vaudoise
Switzerland
$8K
FRA
69
Front Row Advisors
California
$5K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$4.43K -$297K -8,810 -7%
Northern Trust
71
Northern Trust
Illinois
$4K -$560K -16,619 -59%
IA
72
IFP Advisors
Florida
$4K +$3.44K +102 New
First Manhattan
73
First Manhattan
New York
$2K
MERSOM
74
Municipal Employees' Retirement System of Michigan
Michigan
$1K
TAIM
75
TD Ameritrade Investment Management
Nebraska
$1K