iShares JPMorgan EM Local Currency Bond ETF
LEMB
85 hedge funds and large institutions have $286M invested in iShares JPMorgan EM Local Currency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
33% more capital invested
Capital invested by funds: $215M → $286M (+$70.9M)
10% more funds holding
Funds holding: 77 → 85 (+8)
4.84% more ownership
Funds ownership: 59.15% → 63.99% (+4.8%)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$17M |
| 2 |
Bank of New York Mellon
New York
|
+$15.6M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$14.9M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$10.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$6.72M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.79M |
| 3 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$3.57M |
| 4 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$3.03M |
| 5 |
VIP
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
-$2.28M |
LEMB Hedge Fund Activity: Q4 2022 in Review
85 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q4 2022, worth a combined $286M — up 33% from $215M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LEMB positions and 9 closed out — a net gain of 11 holders — while 26 added to existing stakes and 29 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $17M. The largest seller was National Bank of Canada, cutting an estimated $6.72M.
- 85 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q4 2022, up from 77 in Q3 2022.
- Funds reported $286M of iShares JPMorgan EM Local Currency Bond ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 20 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q4 2022 and 9 closed out, a net change of +11 holders.
- The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q4 2022 was Schroder Investment Management Group, an estimated $17M added.
- The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q4 2022 was National Bank of Canada, an estimated $6.72M sold.
Based on aggregated 13F filings for Q4 2022.