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iShares JPMorgan EM Local Currency Bond ETF

89 hedge funds and large institutions have $364M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 20 closing their positions.

Holders
89
Holders Change
-9
Holders Change %
-9.18%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
28
Reduced
37
Closed
20
Calls
Puts
$151M
Net Calls
-$151M
Net Calls Change
-$151M
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$577K 16,553 +16,553 New
SPIA
52
Steward Partners Investment Advisory
New York
$498K 14,285 +13,850 +3,184%
HCP
53
Hexagon Capital Partners
Arkansas
$472K 13,562 -2,405 -15%
CAN
54
Cetera Advisor Networks
California
$461K 13,224 -882 -6%
EWM
55
Endowment Wealth Management
Wisconsin
$434K 12,454 +2,023 +19%
NC
56
NinePointTwo Capital
California
$429K 12,330
Fidelity Investments
57
Fidelity Investments
Massachusetts
$412K 11,830 +140 +1%
Northern Trust
58
Northern Trust
Illinois
$401K 11,524
Baird Financial Group
59
Baird Financial Group
Wisconsin
$364K 10,442 +10,442 New
WA
60
WBH Advisory
Maryland
$342K 9,809 -24,793 -72%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$291K 8,342 -154 -2%
CTA
62
Chesley Taft & Associates
Illinois
$287K 8,235 -1,645 -17%
RJA
63
Raymond James & Associates
Florida
$283K 8,114 -1,189 -13%
ULWM
64
Upper Left Wealth Management
Florida
$253K 7,258 +1,757 +32%
Osaic Holdings
65
Osaic Holdings
Arizona
$252K 7,245 -56,655 -89%
CG
66
Colony Group
Massachusetts
$240K 6,879 -173 -2%
IA
67
Insight Advisors
Pennsylvania
$234K 6,725 -56 -0.8%
LIM
68
Leavell Investment Management
Alabama
$228K 6,551
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$197K 5,665 +5,665 New
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
$173K 4,960 +1,000 +25%
FAM
71
Family Asset Management
South Carolina
$137K 3,937 -12,797 -76%
GRP
72
Global Retirement Partners
California
$89.7K 2,622 +146 +6%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$70.4K 2,061 -66 -3%
NA
74
NewEdge Advisors
Louisiana
$68.4K 1,965 -329 -14%
PFBT
75
Parkside Financial Bank & Trust
Missouri
$64.7K 1,859 +1,859 New