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iShares JPMorgan EM Local Currency Bond ETF

84 hedge funds and large institutions have $271M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

3.62% less ownership

Funds ownership: 64.32%60.7% (-3.6%)

5% less funds holding

Funds holding: 8884 (-4)

13% less capital invested

Capital invested by funds: $312M → $271M (-$40.1M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
32
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
51
Foster & Motley
Ohio
$349K -$1.96M -54,297 -85%
DADC
52
D.A. Davidson & Co
Montana
$332K +$332K +9,192 New
CTA
53
Chesley Taft & Associates
Illinois
$314K
Baird Financial Group
54
Baird Financial Group
Wisconsin
$293K +$44K +1,217 +18%
LPP
55
Life Planning Partners
Florida
$287K -$166K -4,607 -37%
IA
56
Insight Advisors
Pennsylvania
$273K +$31.9K +882 +13%
LPL Financial
57
LPL Financial
California
$272K +$71.3K +1,974 +35%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$258K -$22.5K -624 -8%
LIM
59
Leavell Investment Management
Alabama
$247K
RJA
60
Raymond James & Associates
Florida
$245K +$21.2K +587 +9%
TCM
61
Towneley Capital Management
California
$243K
MWM
62
Modera Wealth Management
New Jersey
$235K +$236K +6,520 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$220K +$221K +6,105 New
HCP
64
Hexagon Capital Partners
Arkansas
$203K -$80.4K -2,224 -28%
BCV
65
Banque Cantonale Vaudoise
Switzerland
$180K +$181K +5,000 New
JP Morgan Chase
66
JP Morgan Chase
New York
$121K +$53.2K +1,473 +78%
CA
67
CoreCap Advisors
Michigan
$104K +$104K +2,886 New
CLOS
68
Compagnie Lombard Odier SCmA
Switzerland
$104K +$49.6K +1,372 +91%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$67.1K
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$64.5K
Comerica Bank
71
Comerica Bank
Texas
$57.8K +$4.7K +130 +9%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57K +$57K +1,579 New
NP
73
NorthRock Partners
Minnesota
$44.6K +$1.48K +41 +3%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$26.6K +$1.81K +50 +7%
Citigroup
75
Citigroup
New York
$18.9K -$5.64K -156 -23%