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iShares JPMorgan EM Local Currency Bond ETF

79 hedge funds and large institutions have $244M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 60.7%64.45% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

6% less funds holding

Funds holding: 8479 (-5)

10% less capital invested

Capital invested by funds: $271M → $244M (-$27.6M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
30
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$337K +$9.44K +263 +3%
CTA
52
Chesley Taft & Associates
Illinois
$326K +$15.5K +431 +5%
TIM
53
Tortoise Investment Management
New York
$294K -$199K -5,540 -40%
IA
54
Insight Advisors
Pennsylvania
$279K +$10K +279 +4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$264K -$25.9K -722 -9%
LPP
56
Life Planning Partners
Florida
$259K -$24.8K -691 -9%
SPIA
57
Steward Partners Investment Advisory
New York
$259K -$373K -10,390 -59%
LIM
58
Leavell Investment Management
Alabama
$242K -$2.3K -64 -0.9%
MWM
59
Modera Wealth Management
New Jersey
$232K
RJA
60
Raymond James & Associates
Florida
$232K -$9.76K -272 -4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$220K +$2.3K +64 +1%
LPL Financial
62
LPL Financial
California
$215K -$54K -1,504 -20%
HCP
63
Hexagon Capital Partners
Arkansas
$200K +$36 +1 +0%
Comerica Bank
64
Comerica Bank
Texas
$75.5K +$18.5K +516 +32%
PFBT
65
Parkside Financial Bank & Trust
Missouri
$66.3K
CLOS
66
Compagnie Lombard Odier SCmA
Switzerland
$53.5K -$49.2K -1,372 -48%
Osaic Holdings
67
Osaic Holdings
Arizona
$42.3K +$34K +948 +397%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$26.1K
Citigroup
69
Citigroup
New York
$18.7K
RTL
70
Red Tortoise LLC
Georgia
$18.1K
BWL
71
Bogart Wealth LLC
Virginia
$9.94K
KB
72
Kimelman & Baird
New York
$9.8K +$9.87K +275 New
FAM
73
Family Asset Management
South Carolina
$7.48K -$4.67K -130 -38%
FRA
74
Front Row Advisors
California
$5.35K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K