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iShares JPMorgan EM Local Currency Bond ETF

30 hedge funds and large institutions have $164M invested in iShares JPMorgan EM Local Currency Bond ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% less ownership

Funds ownership: 30.67%28.21% (-2.5%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

13% less capital invested

Capital invested by funds: $189M → $164M (-$24.2M)

14% less funds holding

Funds holding: 3530 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $318K

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
10
Closed
12
Calls
Puts
$318K
Net Calls
-$318K
Net Calls Change
-$318K

LEMB Hedge Fund Activity: Q1 2014 in Review

30 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q1 2014, worth a combined $164M — down 13% from $189M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of LEMB and 7 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Goldman Sachs, adding an estimated $8.13M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $15.9M sold.

  • 30 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q1 2014, down from 35 in Q4 2013.
  • Funds reported $164M of iShares JPMorgan EM Local Currency Bond ETF stock for Q1 2014, down 13% quarter-over-quarter.
  • 7 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q1 2014 and 12 closed out, a net change of -5 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q1 2014 was Goldman Sachs, an estimated $8.13M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q1 2014 was Allianz Asset Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2014.