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iShares JPMorgan EM Local Currency Bond ETF

94 hedge funds and large institutions have $360M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $286M → $360M (+$74.5M)

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

11% more funds holding

Funds holding: 8594 (+9)

7.13% more ownership

Funds ownership: 63.99%71.12% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
34
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$638K +$628K +17,710 New
SWP
52
Summit Wealth Partners
Florida
$585K -$17.3K -489 -3%
HCP
53
Hexagon Capital Partners
Arkansas
$583K -$11K -310 -2%
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$572K +$43K +1,213 +8%
FAM
55
Family Asset Management
South Carolina
$561K +$551K +15,550 New
NC
56
NinePointTwo Capital
California
$444K
CAN
57
Cetera Advisor Networks
California
$424K +$107K +3,023 +35%
Northern Trust
58
Northern Trust
Illinois
$415K -$70.6K -1,990 -15%
PP
59
Prudential plc
United Kingdom
$397K
CA
60
Cetera Advisors
Colorado
$364K +$359K +10,110 New
EWM
61
Endowment Wealth Management
Wisconsin
$359K +$74.2K +2,093 +27%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$340K +$334K +9,427 New
VC
63
Vicus Capital
Pennsylvania
$321K +$316K +8,898 New
Goldman Sachs
64
Goldman Sachs
New York
$313K -$37K -1,043 -11%
RJA
65
Raymond James & Associates
Florida
$312K +$307K +8,661 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$267K
DWM
67
Drive Wealth Management
Utah
$261K -$50.8K -1,432 -17%
IA
68
Insight Advisors
Pennsylvania
$249K +$5K +141 +2%
LIM
69
Leavell Investment Management
Alabama
$236K +$232K +6,551 New
Citadel Advisors
70
Citadel Advisors
Florida
$225K +$221K +6,237 New
WH
71
Whitcomb & Hess
Ohio
$212K -$816 -23 -0.4%
SFG
72
StrategIQ Financial Group
Indiana
$203K -$20.6K -580 -9%
BAM
73
Belpointe Asset Management
Nevada
$201K +$198K +5,587 New
CLOS
74
Compagnie Lombard Odier SCmA
Switzerland
$143K
LG
75
LAM Group
Oregon
$135K -$4.79K -135 -3%