We are live on ! Find out more
LEMB icon

iShares JPMorgan EM Local Currency Bond ETF

84 hedge funds and large institutions have $183M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

5% more funds holding

Funds holding: 8084 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 59.8%59.62% (-0.17%)

8% less capital invested

Capital invested by funds: $199M → $183M (-$15.7M)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
33
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.7M +$186K +5,023 +0.7%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$25.3M -$1.23M -33,191 -5%
CCA
3
Checchi Capital Advisers
California
$24.1M +$831K +22,453 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.3M +$4.18M +112,811 +70%
SIAM
5
Sterling Investment Advisors (Missouri)
Missouri
$10.1M +$355K +9,582 +4%
BlackRock
6
BlackRock
New York
$6.62M -$42.3K -1,141 -0.6%
UBS Group
7
UBS Group
Switzerland
$6.14M +$466K +12,581 +8%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$5.8M -$196K -5,287 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.74M -$801K -21,620 -15%
Bank of America
10
Bank of America
North Carolina
$4.61M -$278K -7,508 -6%
Canada Life
11
Canada Life
Manitoba, Canada
$3.54M +$94.3K +2,546 +3%
PWAC
12
Private Wealth Advisors (California)
California
$3.44M +$40.1K +1,082 +1%
Wells Fargo
13
Wells Fargo
California
$3.4M +$98.6K +2,663 +3%
BEC
14
Blue Edge Capital
Virginia
$2.7M -$226K -6,101 -8%
FM
15
Foster & Motley
Ohio
$2.38M +$507K +13,695 +27%
LWL
16
Leo Wealth LLC
Texas
$2.31M -$1.43M -38,546 -38%
VIP
17
Viewpoint Investment Partners
Alberta, Canada
$2.21M +$1.64M +44,400 +302%
BBVA
18
Banco Bilbao Vizcaya Argentaria
Spain
$2.17M
LG
19
LAM Group
Oregon
$2.05M +$435K +11,735 +27%
OO
20
Obsido Oy
$1.87M +$35.2K +951 +2%
RWP
21
RWA Wealth Partners
Massachusetts
$1.85M +$881K +23,778 +93%
Morgan Stanley
22
Morgan Stanley
New York
$1.81M -$1.92M -51,725 -52%
SA
23
Sanctuary Advisors
Indiana
$1.77M +$8.59K +232 +0.5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.56M +$762K +20,580 +98%
Ameriprise
25
Ameriprise
Minnesota
$1.41M +$440K +11,886 +46%

LEMB Hedge Fund Activity: Q1 2025 in Review

84 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q1 2025, worth a combined $183M — down 7.9% from $199M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LEMB positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.18M. The largest seller was Jane Street, cutting an estimated $12.5M.

  • 84 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $183M of iShares JPMorgan EM Local Currency Bond ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
  • 10 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q1 2025 and 6 closed out, a net change of +4 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.18M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q1 2025 was Jane Street, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2025.