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iShares JPMorgan EM Local Currency Bond ETF

88 hedge funds and large institutions have $206M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
25
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$30M
Bank of New York Mellon
2
Bank of New York Mellon
New York
$25.6M -$1.63M -40,248 -6%
CCA
3
Checchi Capital Advisers
California
$25.4M -$640K -15,839 -2%
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$11M -$36.7M -206,709 -77%
MPW
5
MASECO Private Wealth
$9.2M +$9.2M +227,727 New
RWP
6
RWA Wealth Partners
Massachusetts
$6.79M +$4.8M +118,893 +241%
BlackRock
7
BlackRock
New York
$6.58M -$558K -13,809 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.33M +$1.22M +30,086 +24%
UBS Group
9
UBS Group
Switzerland
$6.28M -$342K -8,476 -5%
FM
10
Foster & Motley
Ohio
$5.43M +$2.86M +70,729 +111%
LWL
11
Leo Wealth LLC
Texas
$5.17M +$2.68M +66,245 +107%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.16M -$6.93M -171,651 -62%
Wells Fargo
13
Wells Fargo
California
$3.93M +$262K +6,490 +7%
PWAC
14
Private Wealth Advisors (California)
California
$3.74M +$30.5K +756 +0.8%
Bank of America
15
Bank of America
North Carolina
$3.52M -$1.45M -35,908 -29%
LG
16
LAM Group
Oregon
$3.43M +$1.23M +30,370 +56%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.19M +$2.58M +63,810 +422%
BEC
18
Blue Edge Capital
Virginia
$2.99M +$69.9K +1,730 +2%
BBVA
19
Banco Bilbao Vizcaya Argentaria
Spain
$2.48M +$146K +3,619 +6%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.22M +$2.22M +55,000 New
NCM
21
New Capital Management
Texas
$2.1M +$2.1M +51,915 New
Ameriprise
22
Ameriprise
Minnesota
$2.05M +$530K +13,115 +35%
FTUS
23
Flow Traders U.S.
New York
$2.04M +$2.04M +50,422 New
Northern Trust
24
Northern Trust
Illinois
$2.01M +$2.01M +49,658 New
OO
25
Obsido Oy
$1.97M -$47.2K -1,168 -2%