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iShares JPMorgan EM Local Currency Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $312M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
26
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNAA
1
Pictet North America Advisors
Switzerland
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.2M
3
LWL
3
Leo Wealth LLC
Texas
$3.32M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.9M
5
PS
5
Principal Securities
Iowa
$2.85M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$49.2M
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$12.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$831K
4
LPL Financial
4
LPL Financial
California
$204K
5
Fidelity International
5
Fidelity International
Bermuda
$19.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$480K 13,085 +1,561 +14%
LPP
52
Life Planning Partners
Florida
$462K 12,571 +12,571 New
NC
53
NinePointTwo Capital
California
$452K 12,330 – –
WH
54
Whitcomb & Hess
Ohio
$413K 11,259 +11,259 New
MA
55
Mutual Advisors
Nebraska
$393K 10,695 -16,903 -61%
SFS
56
Sowell Financial Services
Arkansas
$375K 10,206 -16,360 -62%
Fisher Asset Management
57
Fisher Asset Management
Washington
$362K 9,872 +9,872 New
Citadel Advisors
58
Citadel Advisors
Florida
$354K 9,635 -22,803 -70%
CTA
59
Chesley Taft & Associates
Illinois
$320K 8,710 +475 +6%
HCP
60
Hexagon Capital Partners
Arkansas
$288K 7,845 -5,717 -42%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$286K 7,779 -563 -7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$253K 6,902 -3,540 -34%
LIM
63
Leavell Investment Management
Alabama
$252K 6,860 +309 +5%
TCM
64
Towneley Capital Management
California
$247K 6,735 +6,735 New
IA
65
Insight Advisors
Pennsylvania
$245K 6,680 -45 -0.7%
RJA
66
Raymond James & Associates
Florida
$228K 6,200 -1,914 -24%
ULWM
67
Upper Left Wealth Management
Florida
$220K 5,997 -1,261 -17%
LPL Financial
68
LPL Financial
California
$204K 5,568 -337,269 -98%
Osaic Holdings
69
Osaic Holdings
Arizona
$103K 2,818 -4,427 -61%
GRP
70
Global Retirement Partners
California
$90.6K 2,509 -113 -4%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$69.2K 1,885 -3,780 -67%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$68.3K 1,859 – –
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$65.6K 1,787 – –
CLOS
74
Compagnie Lombard Odier SCmA
Switzerland
$55.1K 1,500 -3,460 -70%
Comerica Bank
75
Comerica Bank
Texas
$54.1K 1,473 -4 -0.3%
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3
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