iShares JPMorgan EM Local Currency Bond ETF
LEMB
89 hedge funds and large institutions have $284M invested in iShares JPMorgan EM Local Currency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
10% more funds holding
Funds holding: 81 → 89 (+8)
7.48% more ownership
Funds ownership: 43.66% → 51.14% (+7.5%)
7% less capital invested
Capital invested by funds: $306M → $284M (-$22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
+$22.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$16M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$15.3M |
| 4 |
Morgan Stanley
New York
|
+$10.1M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$30.6M |
| 2 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$15.1M |
| 3 |
Betterment LLC
New York
|
-$5.68M |
| 4 |
Jane Street
New York
|
-$4.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.07M |
LEMB Hedge Fund Activity: Q4 2019 in Review
89 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q4 2019, worth a combined $284M — down 7.2% from $306M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LEMB positions and 12 closed out — a net gain of 8 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Barings, adding an estimated $22.8M. The largest seller was Gradient Investments, cutting an estimated $30.6M.
- 89 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q4 2019, up from 81 in Q3 2019.
- Funds reported $284M of iShares JPMorgan EM Local Currency Bond ETF stock for Q4 2019, down 7.2% quarter-over-quarter.
- 20 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q4 2019 and 12 closed out, a net change of +8 holders.
- The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q4 2019 was Barings, an estimated $22.8M added.
- The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q4 2019 was Gradient Investments, an estimated $30.6M sold.
Based on aggregated 13F filings for Q4 2019.