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iShares JPMorgan EM Local Currency Bond ETF

127 hedge funds and large institutions have $527M invested in iShares JPMorgan EM Local Currency Bond ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

89% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 28

18% more capital invested

Capital invested by funds: $445M → $527M (+$82.1M)

17% more funds holding

Funds holding: 109127 (+18)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.57% less ownership

Funds ownership: 70.48%63.91% (-6.6%)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
53
Reduced
28
Closed
9
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$418K -$196K -4,676 -31%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$405K
MWM
78
Maridea Wealth Management
New York
$403K +$414K +9,884 New
CFG
79
Chapman Financial Group
Hawaii
$390K +$400K +9,551 New
WA
80
WBH Advisory
Maryland
$382K -$2.68K -64 -0.7%
TPA
81
Trivium Point Advisory
Connecticut
$357K +$111K +2,650 +43%
SC
82
Scotia Capital
Ontario, Canada
$321K +$10.3K +245 +3%
Cerity Partners
83
Cerity Partners
New York
$299K +$307K +7,329 New
MHR
84
Matthew Hamilton Rosenberg
$283K -$1.09K -26 -0.4%
FFA
85
Farther Finance Advisors
California
$273K +$161K +3,850 +137%
AWA
86
Arkadios Wealth Advisors
Georgia
$270K +$277K +6,606 New
Osaic Holdings
87
Osaic Holdings
Arizona
$268K +$29.3K +699 +12%
MWM
88
Modera Wealth Management
New Jersey
$266K
Truist Financial
89
Truist Financial
North Carolina
$262K +$38.9K +927 +17%
MMA
90
Miracle Mile Advisors
California
$255K +$263K +6,262 New
IA
91
Insight Advisors
Pennsylvania
$250K +$2.05K +49 +0.8%
Millennium Management
92
Millennium Management
New York
$236K +$242K +5,773 New
TIM
93
Tortoise Investment Management
New York
$235K
CAL
94
Capital Analysts LLC
Pennsylvania
$232K +$238K +5,687 New
CNBOF
95
City National Bank of Florida
Florida
$208K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$199K +$205K +4,881 New
WTC
97
WhitTier Trust Company
Nevada
$197K +$202K +4,810 New
AWM
98
AE Wealth Management
Kansas
$167K
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$151K +$92.2K +2,200 +147%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$121K +$88.2K +2,104 +241%