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iShares JPMorgan EM Local Currency Bond ETF

98 hedge funds and large institutions have $384M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

6% more capital invested

Capital invested by funds: $360M → $384M (+$23M)

4% more funds holding

Funds holding: 9498 (+4)

8.12% less ownership

Funds ownership: 71.12%63% (-8.1%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
36
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$661K +$327K +8,944 +101%
FAM
52
Family Asset Management
South Carolina
$619K +$43.2K +1,184 +8%
HCP
53
Hexagon Capital Partners
Arkansas
$591K -$7.16K -196 -1%
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$584K -$2.67K -73 -0.5%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$538K -$3.12M -85,383 -86%
CAN
56
Cetera Advisor Networks
California
$522K +$85.9K +2,351 +20%
LG
57
LAM Group
Oregon
$460K +$317K +8,685 +232%
FTUS
58
Flow Traders U.S.
New York
$456K -$6.5M -177,847 -94%
NC
59
NinePointTwo Capital
California
$456K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$433K +$315K +8,614 +280%
Northern Trust
61
Northern Trust
Illinois
$427K
PP
62
Prudential plc
United Kingdom
$407K
CA
63
Cetera Advisors
Colorado
$388K +$13.2K +362 +4%
EWM
64
Endowment Wealth Management
Wisconsin
$386K +$16.8K +461 +5%
SC
65
Savant Capital
Illinois
$375K +$370K +10,142 New
RJFSA
66
Raymond James Financial Services Advisors
Florida
$371K +$21.7K +595 +6%
CTA
67
Chesley Taft & Associates
Illinois
$366K +$361K +9,880 New
RJA
68
Raymond James & Associates
Florida
$344K +$23.4K +642 +7%
MOS
69
MGO One Seven
Ohio
$324K +$320K +8,765 New
CA
70
Claro Advisors
Massachusetts
$303K +$299K +8,181 New
LPL Financial
71
LPL Financial
California
$291K -$731K -20,019 -72%
CG
72
Colony Group
Massachusetts
$261K +$258K +7,052 New
IA
73
Insight Advisors
Pennsylvania
$251K -$4.64K -127 -2%
DWM
74
Drive Wealth Management
Utah
$244K -$23.3K -637 -9%
LIM
75
Leavell Investment Management
Alabama
$243K