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iShares JPMorgan EM Local Currency Bond ETF

94 hedge funds and large institutions have $360M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $286M → $360M (+$74.5M)

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

11% more funds holding

Funds holding: 8594 (+9)

7.13% more ownership

Funds ownership: 63.99%71.12% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
34
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$111K +$53.7K +1,515 +97%
BCV
77
Banque Cantonale Vaudoise
Switzerland
$108K +$97.1K +2,737 +1,041%
GRP
78
Global Retirement Partners
California
$97.5K -$9.89K -279 -9%
FA
79
Faithward Advisors
Pennsylvania
$67.8K +$5.07K +143 +8%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$52.4K -$15.1K -427 -23%
AWM
81
Ameliora Wealth Management
Switzerland
$48.7K -$2.78M -78,512 -98%
NA
82
NewEdge Advisors
Louisiana
$48.6K +$14.8K +416 +45%
Citigroup
83
Citigroup
New York
$44.1K -$2.8K -79 -6%
WT
84
Whittier Trust
California
$26.4K
RTL
85
Red Tortoise LLC
Georgia
$18.1K
ASN
86
Advisory Services Network
Georgia
$17.7K -$18K -507 -51%
SPIA
87
Steward Partners Investment Advisory
New York
$15.7K -$532 -15 -3%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$14.4K -$44K -1,240 -76%
BWL
89
Bogart Wealth LLC
Virginia
$10.1K
FRA
90
Front Row Advisors
California
$5K
FA
91
Fortis Advisors
Pennsylvania
$3.46K +$3.4K +96 New
First Manhattan
92
First Manhattan
New York
$2.49K
RWP
93
RWA Wealth Partners
Massachusetts
-$2.37M -66,782 Closed
Renaissance Technologies
94
Renaissance Technologies
New York
-$1.16M -33,502 Closed
BWM
95
Bulltick Wealth Management
Florida
-$295K -8,486 Closed
GMA
96
Glassy Mountain Advisors
Maryland
-$148K -4,270 Closed
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
-$42K -1,247 Closed
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
-$27.2K -785 Closed
USCWA
99
U.S. Capital Wealth Advisors
Texas
-$21.1K -609 Closed
MERSOM
100
Municipal Employees' Retirement System of Michigan
Michigan
-$1K -28 Closed