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iShares JPMorgan EM Local Currency Bond ETF

98 hedge funds and large institutions have $384M invested in iShares JPMorgan EM Local Currency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

6% more capital invested

Capital invested by funds: $360M → $384M (+$23M)

4% more funds holding

Funds holding: 9498 (+4)

8.12% less ownership

Funds ownership: 71.12%63% (-8.1%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
36
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$216K -$14.4K -394 -6%
WH
77
Whitcomb & Hess
Ohio
$211K -$5.95K -163 -3%
BAM
78
Belpointe Asset Management
Nevada
$207K
ULWM
79
Upper Left Wealth Management
Florida
$204K +$201K +5,501 New
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$195K +$137K +3,760 New
BCV
81
Banque Cantonale Vaudoise
Switzerland
$163K +$51.1K +1,400 +47%
CLOS
82
Compagnie Lombard Odier SCmA
Switzerland
$147K
WAM
83
Worth Asset Management
Texas
$97.8K +$96.5K +2,641 New
GRP
84
Global Retirement Partners
California
$91.7K -$7.67K -210 -8%
NA
85
NewEdge Advisors
Louisiana
$84.9K +$34.5K +946 +70%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$78.7K +$24.7K +676 +47%
Citigroup
87
Citigroup
New York
$42.5K -$2.74K -75 -6%
PCM
88
Penserra Capital Management
California
$19K +$19.6K +537 New
RTL
89
Red Tortoise LLC
Georgia
$18.6K
SPIA
90
Steward Partners Investment Advisory
New York
$16.1K
AWM
91
Ameliora Wealth Management
Switzerland
$15.2K -$34.4K -942 -70%
BWL
92
Bogart Wealth LLC
Virginia
$10.3K
FRA
93
Front Row Advisors
California
$6K
First Manhattan
94
First Manhattan
New York
$2.55K
GWM
95
Geneos Wealth Management
Colorado
$1.81K +$1.79K +49 New
MERSOM
96
Municipal Employees' Retirement System of Michigan
Michigan
$1K +$1.02K +28 New
CAS
97
Coppell Advisory Solutions
Texas
$369 +$365 +10 New
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
-$1.18M -32,724 Closed
EW
99
Enzi Wealth
Texas
-$817K -22,797 Closed
SWP
100
Summit Wealth Partners
Florida
-$585K -16,231 Closed