iShares JPMorgan EM Local Currency Bond ETF
LEMB
38 hedge funds and large institutions have $219M invested in iShares JPMorgan EM Local Currency Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 8 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
24% more capital invested
Capital invested by funds: $177M → $219M (+$42.3M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
4.68% more ownership
Funds ownership: 34.53% → 39.2% (+4.7%)
3% more funds holding
Funds holding: 37 → 38 (+1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $440K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$94.5M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.76M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.87M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$46.1M |
| 2 |
PI
PineBridge Investments
New York
|
-$5.79M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.69M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.66M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$853K |
LEMB Hedge Fund Activity: Q1 2015 in Review
38 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q1 2015, worth a combined $219M — up 24% from $177M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LEMB positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $94.5M. The largest seller was Goldman Sachs, cutting an estimated $46.1M.
- 38 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q1 2015, up from 37 in Q4 2014.
- Funds reported $219M of iShares JPMorgan EM Local Currency Bond ETF stock for Q1 2015, up 24% quarter-over-quarter.
- 9 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q1 2015 and 8 closed out, a net change of +1 holder.
- The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q1 2015 was Windhaven Investment Management, an estimated $94.5M added.
- The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q1 2015 was Goldman Sachs, an estimated $46.1M sold.
Based on aggregated 13F filings for Q1 2015.