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iShares JPMorgan EM Local Currency Bond ETF

91 hedge funds and large institutions have $237M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $208M → $237M (+$28.3M)

2% more funds holding

Funds holding: 8991 (+2)

1.09% more ownership

Funds ownership: 57.57%58.66% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
34
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$486K +$169K +4,164 +55%
CMMS
52
Comprehensive Money Management Services
Florida
$477K
NA
53
NewEdge Advisors
Louisiana
$452K -$589K -14,483 -57%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$450K -$56.1K -1,379 -11%
VC
55
Vicus Capital
Pennsylvania
$430K -$162K -3,983 -28%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$418K
Fisher Asset Management
57
Fisher Asset Management
Washington
$407K
TWM
58
Tanager Wealth Management
United Kingdom
$340K -$167K -4,115 -33%
CTA
59
Chesley Taft & Associates
Illinois
$327K +$85.4K +2,100 +36%
SC
60
Scotia Capital
Ontario, Canada
$324K -$1.3K -32 -0.4%
M&T Bank
61
M&T Bank
New York
$308K +$23K +565 +8%
LIM
62
Leavell Investment Management
Alabama
$298K +$3.86K +95 +1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$298K -$46.5K -1,143 -14%
MHR
64
Matthew Hamilton Rosenberg
$271K +$6.26K +154 +2%
MWM
65
Modera Wealth Management
New Jersey
$269K
NP
66
NorthRock Partners
Minnesota
$252K +$249K +6,126 New
TPA
67
Trivium Point Advisory
Connecticut
$251K
IA
68
Insight Advisors
Pennsylvania
$248K +$1.1K +27 +0.5%
TIM
69
Tortoise Investment Management
New York
$237K
SW
70
Simplicity Wealth
New Jersey
$229K
CNBOF
71
City National Bank of Florida
Florida
$229K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$218K -$173K -4,267 -45%
Osaic Holdings
73
Osaic Holdings
Arizona
$210K +$155K +3,809 +287%
Comerica Bank
74
Comerica Bank
Texas
$167K +$5.33K +131 +3%
EWA
75
EverSource Wealth Advisors
Alabama
$116K +$114K +2,804 New

LEMB Hedge Fund Activity: Q3 2025 in Review

91 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q3 2025, worth a combined $237M — up 14% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LEMB positions and 12 closed out — a net gain of 3 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $11.3M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $9.2M sold.

  • 91 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q3 2025, up from 89 in Q2 2025.
  • Funds reported $237M of iShares JPMorgan EM Local Currency Bond ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 15 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q3 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q3 2025 was Motley Fool Wealth Management, an estimated $11.3M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2025.