We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

71 hedge funds and large institutions have $280M invested in iShares JPMorgan EM Local Currency Bond ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $177M → $280M (+$102M)

18.5% more ownership

Funds ownership: 43%61.5% (+18%)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 7471 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
16
Increased
20
Reduced
18
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$132M +$98.5M +2,089,231 New
BlackRock
2
BlackRock
New York
$33.5M +$8.52M +180,677 +31%
MMA
3
Miracle Mile Advisors
California
$13.7M +$14.5M +308,080 New
HSBC Holdings
4
HSBC Holdings
United Kingdom
$9.85M -$42.4K -900 -0.4%
6M
5
6 Meridian
Kansas
$9.28M +$205K +4,352 +2%
LPT
6
Legacy Private Trust
Wisconsin
$7.95M -$672K -14,259 -7%
Jane Street
7
Jane Street
New York
$7.78M +$1.93M +40,942 +30%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$5.79M +$2.54M +53,914 +70%
Canada Life
9
Canada Life
Manitoba, Canada
$5.28M +$797K +16,915 +17%
EIA
10
Edgemoor Investment Advisors
Maryland
$4.96M -$93.1K -1,975 -2%
Morgan Stanley
11
Morgan Stanley
New York
$4.91M +$304K +6,445 +6%
Betterment LLC
12
Betterment LLC
New York
$4.75M +$695K +14,744 +16%
Allianz Asset Management
13
Allianz Asset Management
Germany
$4.44M -$2.72M -57,807 -37%
Goldman Sachs
14
Goldman Sachs
New York
$3.87M +$2.96M +62,807 +257%
SIAM
15
Sterling Investment Advisors (Missouri)
Missouri
$3.53M +$210K +4,451 +6%
UBS Group
16
UBS Group
Switzerland
$3.5M -$3.92M -83,109 -51%
UIA
17
UBP Investment Advisors
Switzerland
$3.46M +$31.6K +670 +0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.93M +$193K +4,094 +7%
Wells Fargo
19
Wells Fargo
California
$2.73M +$180K +3,815 +7%
Bank of America
20
Bank of America
North Carolina
$1.27M -$3.04M -64,547 -69%
CCA
21
Checchi Capital Advisers
California
$1.25M +$49.6K +1,053 +4%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.22M
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$950K
KWA
24
KCS Wealth Advisory
California
$938K +$67.3K +1,428 +7%
Renaissance Technologies
25
Renaissance Technologies
New York
$896K +$952K +20,200 New