iShares JPMorgan EM Local Currency Bond ETF
LEMB
37 hedge funds and large institutions have $177M invested in iShares JPMorgan EM Local Currency Bond ETF in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
19% more funds holding
Funds holding: 31 → 37 (+6)
6.18% more ownership
Funds ownership: 28.35% → 34.53% (+6.2%)
6% more capital invested
Capital invested by funds: $167M → $177M (+$9.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.41M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.66M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.56M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.52M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$5.39M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$2.1M |
| 3 |
Jane Street
New York
|
-$1.68M |
| 4 |
Goldman Sachs
New York
|
-$1.45M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$838K |
LEMB Hedge Fund Activity: Q4 2014 in Review
37 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q4 2014, worth a combined $177M — up 6% from $167M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LEMB positions and 6 closed out — a net gain of 9 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.41M. The largest seller was BlackRock Investment Management, cutting an estimated $5.39M.
- 37 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $177M of iShares JPMorgan EM Local Currency Bond ETF stock for Q4 2014, up 6% quarter-over-quarter.
- 15 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q4 2014 and 6 closed out, a net change of +9 holders.
- The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q4 2014 was Morgan Stanley, an estimated $9.41M added.
- The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q4 2014 was BlackRock Investment Management, an estimated $5.39M sold.
Based on aggregated 13F filings for Q4 2014.