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iShares JPMorgan EM Local Currency Bond ETF

78 hedge funds and large institutions have $255M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.17% more ownership

Funds ownership: 64.45%67.62% (+3.2%)

5% more capital invested

Capital invested by funds: $244M → $255M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 7978 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
25
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
51
Foster & Motley
Ohio
$267K -$104K -2,811 -29%
RJA
52
Raymond James & Associates
Florida
$251K +$816 +22 +0.3%
MWM
53
Modera Wealth Management
New Jersey
$251K
CTA
54
Chesley Taft & Associates
Illinois
$239K -$108K -2,925 -32%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$224K -$13K -351 -6%
HCP
56
Hexagon Capital Partners
Arkansas
$216K -$37 -1 -0%
LPP
57
Life Planning Partners
Florida
$215K -$62.8K -1,695 -23%
SW
58
Simplicity Wealth
New Jersey
$213K -$1.17M -31,483 -85%
LPL Financial
59
LPL Financial
California
$213K -$18.4K -497 -8%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$210K -$204K -5,506 -50%
SPIA
61
Steward Partners Investment Advisory
New York
$142K -$133K -3,578 -49%
HCA
62
Harbor Capital Advisors
Illinois
$98K +$94.5K +2,548 New
PFBT
63
Parkside Financial Bank & Trust
Missouri
$71.5K
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$57.7K
Osaic Holdings
65
Osaic Holdings
Arizona
$43.9K -$1.71K -46 -4%
CA
66
CoreCap Advisors
Michigan
$40.5K +$39K +1,052 New
PS
67
Principal Securities
Iowa
$32.7K -$3.58M -96,511 -99%
Comerica Bank
68
Comerica Bank
Texas
$30.9K -$48.8K -1,315 -62%
RTL
69
Red Tortoise LLC
Georgia
$19.6K
Citigroup
70
Citigroup
New York
$19.4K -$742 -20 -4%
KB
71
Kimelman & Baird
New York
$10.6K
BWL
72
Bogart Wealth LLC
Virginia
$10.3K -$371 -10 -4%
FAM
73
Family Asset Management
South Carolina
$7.65K -$408 -11 -5%
FRA
74
Front Row Advisors
California
$5.77K
RWM
75
Reston Wealth Management
Virginia
$3.35K +$3.23K +87 New