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iShares JPMorgan EM Local Currency Bond ETF
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Overview Fund Activity

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.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
10
Closed
8
Calls
–
Puts
$440K
Net Calls
-$440K
Net Calls Change
-$721K

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$92.4M
2
BFA
2
BlackRock Fund Advisors
California
$27.6M
3
Bank of America
3
Bank of America
North Carolina
$4.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.03M
5
BIM
5
BlackRock Investment Management
Delaware
$25.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.6M
2
PI
2
PineBridge Investments
New York
$0
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.17M
5
MWM
5
Modera Wealth Management
New Jersey
$626K
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$92.4M 2,098,800 +2,098,800 New
BFA
2
BlackRock Fund Advisors
California
$27.6M 627,411 +127,960 +26%
Goldman Sachs
3
Goldman Sachs
New York
$26.6M 603,629 -1,024,583 -63%
BIM
4
BlackRock Investment Management
Delaware
$25.1M 570,263 +34,688 +6%
Morgan Stanley
5
Morgan Stanley
New York
$11.2M 254,532 -11,877 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.49M 124,814 +8,990 +8%
UCFA
7
United Capital Financial Advisors
Texas
$4.82M 106,166 +8,570 +9%
Bank of America
8
Bank of America
North Carolina
$4.26M 96,901 +52,674 +119%
WBG
9
Wharton Business Group
Pennsylvania
$2.96M 67,246 – –
BCI
10
Brinker Capital Investments
Pennsylvania
$2.31M 52,400 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.03M 46,208 +41,479 +877%
LS
12
Lattice Strategies
Pennsylvania
$1.6M 36,289 -1,311 -3%
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$1.34M 30,528 +4,872 +19%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.17M 26,634 -37,584 -59%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$1.11M 25,100 +9,000 +56%
MNA
16
Manning & Napier Advisors
New York
– – – –
UBS Group
17
UBS Group
Switzerland
$913K 20,747 +4,996 +32%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$888K 20,186 -17,230 -46%
SF
19
Synovus Financial
Georgia
$847K 19,266 +2,758 +17%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$770K 17,500 +4,500 +35%
MWM
21
Modera Wealth Management
New Jersey
$626K 14,215 -18,936 -57%
FIM
22
Freedom Investment Management
Connecticut
$484K 10,994 -1,142 -9%
Wells Fargo
23
Wells Fargo
California
$457K 10,387 +10,289 +10,499%
UBS AM
24
UBS AM
Illinois
– – – –
William Blair & Company
25
William Blair & Company
Illinois
$380K 8,641 +8,641 New
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