We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 8988 (-1)

3.47% less ownership

Funds ownership: 67.79%64.32% (-3.5%)

14% less capital invested

Capital invested by funds: $364M → $312M (-$52.2M)

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$480K +$55.3K +1,561 +14%
LPP
52
Life Planning Partners
Florida
$462K +$446K +12,571 New
NC
53
NinePointTwo Capital
California
$452K
WH
54
Whitcomb & Hess
Ohio
$413K +$399K +11,259 New
MA
55
Mutual Advisors
Nebraska
$393K -$599K -16,903 -61%
SFS
56
Sowell Financial Services
Arkansas
$375K -$580K -16,360 -62%
Fisher Asset Management
57
Fisher Asset Management
Washington
$362K +$350K +9,872 New
Citadel Advisors
58
Citadel Advisors
Florida
$354K -$808K -22,803 -70%
CTA
59
Chesley Taft & Associates
Illinois
$320K +$16.8K +475 +6%
HCP
60
Hexagon Capital Partners
Arkansas
$288K -$203K -5,717 -42%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$286K -$20K -563 -7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$253K -$125K -3,540 -34%
LIM
63
Leavell Investment Management
Alabama
$252K +$11K +309 +5%
TCM
64
Towneley Capital Management
California
$247K +$239K +6,735 New
IA
65
Insight Advisors
Pennsylvania
$245K -$1.59K -45 -0.7%
RJA
66
Raymond James & Associates
Florida
$228K -$67.8K -1,914 -24%
ULWM
67
Upper Left Wealth Management
Florida
$220K -$44.7K -1,261 -17%
LPL Financial
68
LPL Financial
California
$204K -$12M -337,269 -98%
Osaic Holdings
69
Osaic Holdings
Arizona
$103K -$157K -4,427 -61%
GRP
70
Global Retirement Partners
California
$90.6K -$4K -113 -4%
JP Morgan Chase
71
JP Morgan Chase
New York
$69.2K -$134K -3,780 -67%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$68.3K
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$65.6K
CLOS
74
Compagnie Lombard Odier SCmA
Switzerland
$55.1K -$123K -3,460 -70%
Comerica Bank
75
Comerica Bank
Texas
$54.1K -$142 -4 -0.3%