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iShares JPMorgan EM Local Currency Bond ETF

83 hedge funds and large institutions have $335M invested in iShares JPMorgan EM Local Currency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

6.7% more ownership

Funds ownership: 64.49%71.19% (+6.7%)

1% more funds holding

Funds holding: 8283 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% less capital invested

Capital invested by funds: $340M → $335M (-$5.06M)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
28
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
76
Bogart Wealth LLC
Virginia
$12K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$10K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$7K
FRA
79
Front Row Advisors
California
$6K
GRP
80
Global Retirement Partners
California
$6K
SL
81
Savior LLC
Massachusetts
$5K
Osaic Holdings
82
Osaic Holdings
Arizona
$4K -$4.25K -96 -49%
AII
83
AGF Investments Inc
Ontario, Canada
$3K
IWMA
84
Ironwood Wealth Management (Arizona)
Arizona
$2K -$1.28K -29 -37%
GI
85
Gradient Investments
Minnesota
$1K -$20.3K -458 -94%
IWC
86
Integrated Wealth Concepts
Massachusetts
-$27.9M -617,224 Closed
LI
87
LVZ Inc
Michigan
-$896K -19,810 Closed
RWP
88
RWA Wealth Partners
Massachusetts
-$821K -18,133 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$252K -5,562 Closed
BCV
90
Banque Cantonale Vaudoise
Switzerland
-$91K -2,000 Closed
CCM
91
Cribstone Capital Management
Maine
-$38K -847 Closed
ASN
92
Advisory Services Network
Georgia
-$18K -392 Closed
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
-$17K -385 Closed
BC
94
Bartlett & Co
Ohio
-$3K -62 Closed
BCWM
95
Bartlett & Co Wealth Management
Ohio
-$2.81K -62 Closed