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iShares JPMorgan EM Local Currency Bond ETF

91 hedge funds and large institutions have $237M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $208M → $237M (+$28.3M)

2% more funds holding

Funds holding: 8991 (+2)

1.09% more ownership

Funds ownership: 57.57%58.66% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
34
Reduced
23
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
$31.5M +$996K +24,492 +3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$25.6M -$568K -13,963 -2%
CCA
3
Checchi Capital Advisers
California
$25.6M -$314K -7,721 -1%
MFWM
4
Motley Fool Wealth Management
Virginia
$11.5M +$11.3M +278,613 New
SIAM
5
Sterling Investment Advisors (Missouri)
Missouri
$11.1M +$8.39M +206,280 +333%
FM
6
Foster & Motley
Ohio
$8.19M +$2.62M +64,329 +48%
BlackRock
7
BlackRock
New York
$7.97M +$1.24M +30,486 +19%
RWP
8
RWA Wealth Partners
Massachusetts
$7.44M +$500K +12,295 +7%
Franklin Resources
9
Franklin Resources
California
$6.7M +$6.61M +162,576 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.61M +$156K +3,830 +2%
Bank of America
11
Bank of America
North Carolina
$6.54M +$2.9M +71,401 +82%
UBS Group
12
UBS Group
Switzerland
$5.76M -$645K -15,869 -10%
Principal Financial Group
13
Principal Financial Group
Iowa
$5.36M +$3.05M +75,000 +136%
OPAM
14
Ocean Park Asset Management
California
$4.94M +$4.87M +119,900 New
Wells Fargo
15
Wells Fargo
California
$4.43M +$408K +10,047 +10%
LG
16
LAM Group
Oregon
$4.19M +$680K +16,720 +20%
PWAC
17
Private Wealth Advisors (California)
California
$3.61M -$196K -4,820 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.59M -$650K -15,979 -15%
LWL
19
Leo Wealth LLC
Texas
$3.05M -$2.19M -53,899 -42%
BBVA
20
Banco Bilbao Vizcaya Argentaria
Spain
$2.74M +$206K +5,072 +8%
Northern Trust
21
Northern Trust
Illinois
$2.67M +$613K +15,076 +30%
NCM
22
New Capital Management
Texas
$2.6M +$458K +11,266 +22%
LPL Financial
23
LPL Financial
California
$2.52M +$1.71M +42,093 +221%
FTUS
24
Flow Traders U.S.
New York
$2.43M +$347K +8,534 +17%
HP
25
Haven Private
Florida
$2.15M +$235K +5,783 +12%

LEMB Hedge Fund Activity: Q3 2025 in Review

91 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Local Currency Bond ETF (LEMB) for Q3 2025, worth a combined $237M — up 14% from $208M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LEMB positions and 12 closed out — a net gain of 3 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $11.3M. The largest seller was MASECO Private Wealth, exiting entirely with an estimated $9.2M sold.

  • 91 institutional investors held iShares JPMorgan EM Local Currency Bond ETF (LEMB) as of Q3 2025, up from 89 in Q2 2025.
  • Funds reported $237M of iShares JPMorgan EM Local Currency Bond ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 15 funds opened new iShares JPMorgan EM Local Currency Bond ETF positions in Q3 2025 and 12 closed out, a net change of +3 holders.
  • The largest iShares JPMorgan EM Local Currency Bond ETF buyer in Q3 2025 was Motley Fool Wealth Management, an estimated $11.3M added.
  • The largest iShares JPMorgan EM Local Currency Bond ETF seller in Q3 2025 was MASECO Private Wealth, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2025.