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iShares JPMorgan EM Local Currency Bond ETF
LEMB

36 hedge funds and large institutions have $163M invested in iShares JPMorgan EM Local Currency Bond ETF in 2013 Q2 according to their latest regulatory filings, with 36 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.6% more ownership

Funds ownership: 0% → 26.6% (+27%)

Holders
36
Holders Change
+36
Holders Change %
–
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$51.6M +$54.5M +1,039,263 New
BIM
2
BlackRock Investment Management
Delaware
$38.5M +$40.6M +775,500 New
Morgan Stanley
3
Morgan Stanley
New York
$21.7M +$22.9M +436,136 New
Bank of America
4
Bank of America
North Carolina
$17.2M +$18.2M +346,769 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.1M +$5.38M +102,697 New
U
6
UBS
Switzerland
$5.04M +$5.31M +101,370 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.04M +$3.21M +61,286 New
BCI
8
Brinker Capital Investments
Pennsylvania
$2.92M +$3.08M +58,810 New
RCAG
9
Rehmann Capital Advisory Group
Michigan
$2.25M +$2.37M +45,199 New
WBG
10
Wharton Business Group
Pennsylvania
$2.23M +$2.35M +44,815 New
CWA
11
Convergent Wealth Advisors
Maryland
$1.84M +$1.94M +37,100 New
LS
12
Lattice Strategies
Pennsylvania
$1.68M +$1.77M +33,845 New
UBS AM
13
UBS AM
Illinois
$1.19M – – –
Nomura Holdings
14
Nomura Holdings
Japan
$1.15M +$1.22M +23,285 New
HSA
15
HBK Sorce Advisory
Pennsylvania
$966K +$1.02M +19,458 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$942K +$993K +18,957 New
JP Morgan Chase
17
JP Morgan Chase
New York
$879K +$927K +17,700 New
FIM
18
Freedom Investment Management
Connecticut
$878K +$926K +17,671 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$743K +$783K +14,946 New
CS
20
Credit Suisse
Switzerland
$632K +$667K +12,724 New
SF
21
Synovus Financial
Georgia
$540K +$570K +10,875 New
IT
22
Investors Trust
Texas
$464K +$490K +9,347 New
USAA
23
United Services Automobile Association
Texas
$348K +$367K +7,000 New
SGCA
24
Steel Grove Capital Advisors
Tennessee
$325K +$342K +6,534 New
LPL Financial
25
LPL Financial
California
$256K +$270K +5,152 New
1
2

LEMB Hedge Fund Activity: Q2 2013 in Review

36 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q2 2013, worth a combined $163M.

Buyers outnumbered sellers: 36 funds opened new LEMB positions and 0 closed out — a net gain of 36 holders — while 0 added to existing stakes and 0 trimmed.

  • 36 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $163M of iShares JPMorgan EM Local Currency Bond ETF stock for Q2 2013.
  • 36 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q2 2013 and 0 closed out, a net change of +36 holders.

Based on aggregated 13F filings for Q2 2013.