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iShares JPMorgan EM Local Currency Bond ETF

89 hedge funds and large institutions have $284M invested in iShares JPMorgan EM Local Currency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8189 (+8)

7.48% more ownership

Funds ownership: 43.66%51.14% (+7.5%)

7% less capital invested

Capital invested by funds: $306M → $284M (-$22M)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.75%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
20
Increased
30
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
76
Bogart Wealth LLC
Virginia
$12K
CAL
77
Capital Analysts LLC
Pennsylvania
$12K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$10K
CAC
79
Certified Advisory Corp
Florida
$9K +$8.84K +197 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$8K
FRA
81
Front Row Advisors
California
$7K
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$5K +$448 +10 +10%
RG
83
Retirement Group
California
$5K +$4.66K +104 New
AII
84
AGF Investments Inc
Ontario, Canada
$4K
AA
85
AlphaMark Advisors
Kentucky
$3K -$1.12K -25 -25%
AG
86
Advisor Group
Arizona
$2K
SIC
87
Salem Investment Counselors
North Carolina
$2K
PA
88
Parallel Advisors
California
$1K +$45 +1 +4%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.44K +32 New
IA
90
IFP Advisors
Florida
-$1.24M -27,552 Closed
PIMJS
91
PKO Investment Management Joint-Stock
Poland
-$884K -20,000 Closed
SS
92
Simplicity Solutions
Minnesota
-$282K -6,378 Closed
CA
93
Cetera Advisors
Colorado
-$221K -4,980 Closed
IIA
94
IPG Investment Advisors
California
-$216K -4,876 Closed
ZIG
95
Zurich Insurance Group
Switzerland
-$129K -2,910 Closed
FAAS
96
First Allied Advisory Services
California
-$34K -762 Closed
APSP
97
Asset Planning Services (Pennsylvania)
Pennsylvania
-$13K -289 Closed
AIC
98
Ameritas Investment Company
Nebraska
-$12K -278 Closed
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
-$11K -244 Closed
APA
100
American Portfolios Advisors
New York
-$3.76K -85 Closed