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iShares JPMorgan EM Local Currency Bond ETF

85 hedge funds and large institutions have $286M invested in iShares JPMorgan EM Local Currency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

36% more capital invested

Capital invested by funds: $211M → $286M (+$75.3M)

10% more funds holding

Funds holding: 7785 (+8)

4.84% more ownership

Funds ownership: 59.15%63.99% (+4.8%)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
26
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
76
Front Row Advisors
California
$5K
Osaic Holdings
77
Osaic Holdings
Arizona
$4K -$7.96K -237 -65%
IA
78
IFP Advisors
Florida
$4K
First Manhattan
79
First Manhattan
New York
$2.39K
MERSOM
80
Municipal Employees' Retirement System of Michigan
Michigan
$1K
AWM
81
Accurate Wealth Management
Florida
$815 +$772 +23 New
IGWM
82
ICA Group Wealth Management
Colorado
$555 +$537 +16 New
IWMA
83
Ironwood Wealth Management (Arizona)
Arizona
$312
NA
84
NewEdge Advisors
Louisiana
$32 +$31.3K +932 New
EAM
85
Erste Asset Management
Austria
-$3.57M -110,557 Closed
Citadel Advisors
86
Citadel Advisors
Florida
-$1.65M -51,110 Closed
FWM
87
Foresight Wealth Management
Utah
-$649K -20,098 Closed
LIM
88
Leavell Investment Management
Alabama
-$256K -7,917 Closed
Barclays
89
Barclays
United Kingdom
-$86K -2,667 Closed
EIP
90
Ellis Investment Partners
Pennsylvania
-$58K -1,796 Closed
AF
91
Advisornet Financial
Minnesota
-$15K -475 Closed
HWMA
92
Heritage Wealth Management (Arizona)
Arizona
-$12K -356 Closed
CFFP
93
Center for Financial Planning
Michigan
-$1K -36 Closed
TAIM
94
TD Ameritrade Investment Management
Nebraska
-$369 -11 -65%
TRCT
95
Tower Research Capital (TRC)
New York
+$67 +2 +25%