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iShares JPMorgan EM Local Currency Bond ETF

80 hedge funds and large institutions have $199M invested in iShares JPMorgan EM Local Currency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 7880 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.82% less ownership

Funds ownership: 67.62%59.8% (-7.8%)

22% less capital invested

Capital invested by funds: $255M → $199M (-$56.2M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
22
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
AmeriFlex Group
Nevada
$4.87K +$4.91K +133 New
SS
77
SBI Securities
Japan
$3.93K +$4.02K +109 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.36K +37 +65%
TRCT
79
Tower Research Capital (TRC)
New York
$1.95K +$1.99K +54 New
JP Morgan Chase
80
JP Morgan Chase
New York
$361
SEI Investments
81
SEI Investments
Pennsylvania
-$20.3M -527,512 Closed
Fidelity International
82
Fidelity International
Bermuda
-$10.6M -276,006 Closed
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
-$654K -17,000 Closed
M&T Bank
84
M&T Bank
New York
-$358K -9,315 Closed
Baird Financial Group
85
Baird Financial Group
Wisconsin
-$308K -8,003 Closed
CTA
86
Chesley Taft & Associates
Illinois
-$239K -6,216 Closed
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
-$224K -5,818 Closed
LPL Financial
88
LPL Financial
California
-$213K -5,541 Closed
HSBC Holdings
89
HSBC Holdings
United Kingdom
-$210K -5,456 Closed
HCA
90
Harbor Capital Advisors
Illinois
-$98K -2,548 Closed
RWM
91
Reston Wealth Management
Virginia
-$3.35K -87 Closed
CPA
92
Clear Point Advisors
New York
-$39 -1 Closed