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iShares JPMorgan EM Local Currency Bond ETF

80 hedge funds and large institutions have $199M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 7880 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.82% less ownership

Funds ownership: 67.62%59.8% (-7.8%)

22% less capital invested

Capital invested by funds: $255M → $199M (-$56.2M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
22
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$344K -$202K -5,482 -37%
IA
52
Insight Advisors
Pennsylvania
$301K +$8.59K +233 +3%
Goldman Sachs
53
Goldman Sachs
New York
$255K +$260K +7,053 New
LIM
54
Leavell Investment Management
Alabama
$254K
TSS
55
Two Sigma Securities
New York
$250K +$256K +6,928 New
Raymond James Financial
56
Raymond James Financial
Florida
$248K +$253K +6,862 New
Comerica Bank
57
Comerica Bank
Texas
$247K +$222K +6,028 +750%
MWM
58
Modera Wealth Management
New Jersey
$235K
PAG
59
Private Advisor Group
New Jersey
$235K +$240K +6,517 New
TIM
60
Tortoise Investment Management
New York
$208K -$92.2K -2,500 -30%
LPP
61
Life Planning Partners
Florida
$201K
SW
62
Simplicity Wealth
New Jersey
$200K
CNBOF
63
City National Bank of Florida
Florida
$200K +$205K +5,550 New
HCP
64
Hexagon Capital Partners
Arkansas
$193K -$9.96K -270 -5%
SPIA
65
Steward Partners Investment Advisory
New York
$89.2K -$45K -1,219 -33%
PFBT
66
Parkside Financial Bank & Trust
Missouri
$67.1K
CLOS
67
Compagnie Lombard Odier SCmA
Switzerland
$54.1K
Osaic Holdings
68
Osaic Holdings
Arizona
$41.8K +$627 +17 +1%
CA
69
CoreCap Advisors
Michigan
$37.2K -$811 -22 -2%
PS
70
Principal Securities
Iowa
$30.7K
Citigroup
71
Citigroup
New York
$18.8K +$627 +17 +3%
RTL
72
Red Tortoise LLC
Georgia
$18.4K
KB
73
Kimelman & Baird
New York
$9.93K
BWL
74
Bogart Wealth LLC
Virginia
$9.71K
FRA
75
Front Row Advisors
California
$5.41K