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iShares JPMorgan EM Local Currency Bond ETF

89 hedge funds and large institutions have $208M 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

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $183M → $208M (+$25.4M)

6% more funds holding

Funds holding: 8489 (+5)

2.05% less ownership

Funds ownership: 59.62%57.57% (-2.1%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.17%
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
Change in
Stake
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 -$1.56M -40,248 -6%
CCA
3
Checchi Capital Advisers
California
$25.4M -$614K -15,839 -2%
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$11M -$8.02M -206,709 -77%
MPW
5
MASECO Private Wealth
$9.2M +$8.83M +227,727 New
RWP
6
RWA Wealth Partners
Massachusetts
$6.79M +$4.61M +118,893 +241%
BlackRock
7
BlackRock
New York
$6.58M -$536K -13,809 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.33M +$1.17M +30,086 +24%
UBS Group
9
UBS Group
Switzerland
$6.28M -$329K -8,476 -5%
FM
10
Foster & Motley
Ohio
$5.43M +$2.74M +70,729 +111%
LWL
11
Leo Wealth LLC
Texas
$5.17M +$2.57M +66,245 +107%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.16M -$6.66M -171,651 -62%
Wells Fargo
13
Wells Fargo
California
$3.93M +$252K +6,490 +7%
PWAC
14
Private Wealth Advisors (California)
California
$3.74M +$29.3K +756 +0.8%
Bank of America
15
Bank of America
North Carolina
$3.52M -$1.39M -35,908 -29%
LG
16
LAM Group
Oregon
$3.43M +$1.18M +30,370 +56%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.19M +$2.47M +63,810 +422%
BEC
18
Blue Edge Capital
Virginia
$2.99M +$67.1K +1,730 +2%
BBVA
19
Banco Bilbao Vizcaya Argentaria
Spain
$2.48M +$140K +3,619 +6%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.22M +$2.13M +55,000 New
NCM
21
New Capital Management
Texas
$2.1M +$2.01M +51,915 New
Ameriprise
22
Ameriprise
Minnesota
$2.05M +$509K +13,115 +35%
SA
23
Sanctuary Advisors
Indiana
$2.04M +$124K +3,192 +7%
FTUS
24
Flow Traders U.S.
New York
$2.04M +$1.96M +50,422 New
Northern Trust
25
Northern Trust
Illinois
$2.01M +$1.93M +49,658 New

LEMB Hedge Fund Activity: Q2 2025 in Review

89 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q2 2025, worth a combined $208M — up 14% from $183M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LEMB positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $4.61M. The largest seller was Sterling Investment Advisors (Missouri), cutting an estimated $8.02M.

  • 89 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $208M of iShares JPMorgan EM Local Currency Bond ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 17 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q2 2025 was RWA Wealth Partners, an estimated $4.61M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q2 2025 was Sterling Investment Advisors (Missouri), an estimated $8.02M sold.

Based on aggregated 13F filings for Q2 2025.