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iShares JPMorgan EM Local Currency Bond ETF

69 hedge funds and large institutions have $183M invested in iShares JPMorgan EM Local Currency Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

10% more funds holding

Funds holding: 6369 (+6)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

11.41% less ownership

Funds ownership: 55.25%43.84% (-11%)

35% less capital invested

Capital invested by funds: $283M → $183M (-$99.9M)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
16
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.4M +$2.35M +54,012 +8%
B
2
Barings
North Carolina
$20.5M +$20.7M +476,237 New
Morgan Stanley
3
Morgan Stanley
New York
$17M +$10.8M +248,221 +170%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$9.64M -$87.1K -2,000 -0.9%
FTUS
5
Flow Traders U.S.
New York
$8.36M +$8.46M +194,073 New
MMA
6
Miracle Mile Advisors
California
$7.89M +$4.99M +114,518 +167%
6M
7
6 Meridian
Kansas
$7.81M -$1.25M -28,704 -14%
Betterment LLC
8
Betterment LLC
New York
$7.14M +$1.43M +32,834 +25%
VIP
9
Viewpoint Investment Partners
Alberta, Canada
$6.54M +$6.62M +151,840 New
Canada Life
10
Canada Life
Manitoba, Canada
$6.21M +$624K +14,317 +11%
Ameriprise
11
Ameriprise
Minnesota
$5.46M +$1.95M +44,682 +54%
Jane Street
12
Jane Street
New York
$4.47M +$4.52M +103,666 New
SIAM
13
Sterling Investment Advisors (Missouri)
Missouri
$4.12M +$161K +3,695 +4%
Bank of America
14
Bank of America
North Carolina
$3.75M +$2.45M +56,257 +183%
UIA
15
UBP Investment Advisors
Switzerland
$3.48M +$377K +8,664 +12%
Goldman Sachs
16
Goldman Sachs
New York
$3.42M +$57.5K +1,319 +2%
VC
17
Vicus Capital
Pennsylvania
$3.4M +$3.44M +78,894 New
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$3.34M +$3.38M +77,580 New
EIA
19
Edgemoor Investment Advisors
Maryland
$3.33M -$1.21M -27,851 -26%
CCA
20
Checchi Capital Advisers
California
$2.92M +$1.78M +40,945 +152%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.5M +$251K +5,757 +11%
Wells Fargo
22
Wells Fargo
California
$2.3M -$814K -18,677 -26%
UBS AM
23
UBS AM
Illinois
$2.02M -$410K -9,407 Closed
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$1.6M -$2.95M -67,651 -65%
UBS Group
25
UBS Group
Switzerland
$1.5M -$2.03M -46,686 -57%