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iShares JPMorgan EM Local Currency Bond ETF
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73 hedge funds and large institutions have $222M invested in iShares JPMorgan EM Local Currency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more capital invested

Capital invested by funds: $204M → $222M (+$18.1M)

1.41% more ownership

Funds ownership: 56.97% → 58.37% (+1.4%)

5% less funds holding

Funds holding: 77 → 73 (-4)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $306K

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
7
Increased
19
Reduced
26
Closed
11
Calls
–
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$306K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$29.1M
2
SEI Investments
SEI Investments
Pennsylvania
+$12M
3
American Century Companies
American Century Companies
Missouri
+$1.68M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.34M
5
RF
RHS Financial
California
+$1.24M

Top Sellers

1
BlackRock
BlackRock
New York
-$22.7M
2
Morgan Stanley
Morgan Stanley
New York
-$6.03M
3
AIP
Almanack Investment Partners
Pennsylvania
-$5.54M
4
EAM
Erste Asset Management
Austria
-$4.48M
5
EIA
Edgemoor Investment Advisors
Maryland
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$35.2M +$1.68M +42,800 +5%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$30.7M +$29.1M +743,448 +8,943%
SEI Investments
3
SEI Investments
Pennsylvania
$12.5M +$12M +307,688 New
BlackRock
4
BlackRock
New York
$12.4M -$22.7M -580,549 -66%
Canada Life
5
Canada Life
Manitoba, Canada
$10.9M -$329K -8,396 -3%
B
6
Barings
North Carolina
$10.5M – – –
Morgan Stanley
7
Morgan Stanley
New York
$10.2M -$6.03M -153,880 -38%
ST
8
Spinnaker Trust
Maine
$9.44M +$110K +2,817 +1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$9.41M +$1.34M +34,317 +18%
Wells Fargo
10
Wells Fargo
California
$9.32M -$1.12M -28,549 -11%
CCA
11
Checchi Capital Advisers
California
$8.4M +$963K +24,590 +14%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$7.04M +$783K +20,000 +13%
FA
13
Faithward Advisors
Pennsylvania
$5.49M -$145K -3,704 -3%
UIA
14
UBP Investment Advisors
Switzerland
$5.4M +$110K +2,817 +2%
SIAM
15
Sterling Investment Advisors (Missouri)
Missouri
$4.88M +$351K +8,959 +8%
FSG
16
Financial Strategies Group
Michigan
$3.63M +$248K +6,337 +8%
VC
17
Vicus Capital
Pennsylvania
$3.44M +$292K +7,460 +10%
RF
18
RHS Financial
California
$3.01M +$1.24M +31,650 +75%
UBS Group
19
UBS Group
Switzerland
$2.7M -$94.6K -2,416 -4%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$2.04M +$1.05M +26,789 +115%
Ameriprise
21
Ameriprise
Minnesota
$2.04M -$88.3K -2,255 -4%
PWPCM
22
Perella Weinberg Partners Capital Management
New York
$1.95M – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.47M -$110K -2,799 -7%
NVIM
24
New Vernon Investment Management
Illinois
$1.43M – – –
EIA
25
Edgemoor Investment Advisors
Maryland
$1.41M -$1.47M -37,570 -52%
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