iShares JPMorgan EM Local Currency Bond ETF
LEMB
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$29.1M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$12M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.68M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.34M |
| 5 |
RF
RHS Financial
San Francisco,
California
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22.7M |
| 2 |
Morgan Stanley
New York
|
-$6.03M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$5.54M |
| 4 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$4.48M |
| 5 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$1.47M |
LEMB Hedge Fund Activity: Q2 2020 in Review
73 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q2 2020, worth a combined $222M — up 8.8% from $204M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of LEMB and 7 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 19 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $29.1M. The largest seller was BlackRock, cutting an estimated $22.7M.
- 73 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q2 2020, down from 77 in Q1 2020.
- Funds reported $222M of iShares JPMorgan EM Local Currency Bond ETF stock for Q2 2020, up 8.8% quarter-over-quarter.
- 7 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q2 2020 and 11 closed out, a net change of -4 holders.
- The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q2 2020 was Schroder Investment Management Group, an estimated $29.1M added.
- The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q2 2020 was BlackRock, an estimated $22.7M sold.
Based on aggregated 13F filings for Q2 2020.