iShares JPMorgan EM Local Currency Bond ETF
LEMB
70 hedge funds and large institutions have $263M invested in iShares JPMorgan EM Local Currency Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 10 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
18% more capital invested
Capital invested by funds: $222M → $263M (+$40.9M)
1.1% more ownership
Funds ownership: 58.37% → 59.48% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less funds holding
Funds holding: 73 → 70 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$22.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.2M |
| 3 |
Bank of New York Mellon
New York
|
+$6.63M |
| 4 |
SIAM
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
+$2.15M |
| 5 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$5.27M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$4.34M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$3.51M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.66M |
| 5 |
Morgan Stanley
New York
|
-$2.46M |
LEMB Hedge Fund Activity: Q3 2020 in Review
70 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q3 2020, worth a combined $263M — up 18% from $222M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LEMB and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 24 added.
The largest buyer was American Century Companies, adding an estimated $22.7M. The largest seller was Faithward Advisors, cutting an estimated $5.27M.
- 70 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q3 2020, down from 73 in Q2 2020.
- Funds reported $263M of iShares JPMorgan EM Local Currency Bond ETF stock for Q3 2020, up 18% quarter-over-quarter.
- 8 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q3 2020 and 10 closed out, a net change of -2 holders.
- The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q3 2020 was American Century Companies, an estimated $22.7M added.
- The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q3 2020 was Faithward Advisors, an estimated $5.27M sold.
Based on aggregated 13F filings for Q3 2020.