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iShares JPMorgan EM Local Currency Bond ETF

109 hedge funds and large institutions have $445M invested in iShares JPMorgan EM Local Currency Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

200% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 18

88% more capital invested

Capital invested by funds: $237M → $445M (+$209M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more funds holding

Funds holding: 91109 (+18)

11.82% more ownership

Funds ownership: 58.66%70.48% (+12%)

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
54
Reduced
18
Closed
9
Calls
$258K
Puts
Net Calls
+$258K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M +$132M +3,176,956 +1,643%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$33M +$1.16M +27,854 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$27.2M +$1.43M +34,428 +6%
CCA
4
Checchi Capital Advisers
California
$25.6M -$156K -3,742 -0.6%
PCIG
5
Partners Capital Investment Group
Massachusetts
$16M +$16.1M +385,814 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.5M +$7.91M +190,196 +218%
LPL Financial
7
LPL Financial
California
$11.5M +$8.96M +215,462 +352%
SIAM
8
Sterling Investment Advisors (Missouri)
Missouri
$11.4M +$264K +6,343 +2%
MFWM
9
Motley Fool Wealth Management
Virginia
$10.2M -$1.38M -33,096 -12%
Calamos Advisors
10
Calamos Advisors
Illinois
$9.58M +$9.59M +230,390 New
FM
11
Foster & Motley
Ohio
$9.25M +$989K +23,763 +12%
Principal Financial Group
12
Principal Financial Group
Iowa
$9.15M +$3.74M +90,000 +69%
RWP
13
RWA Wealth Partners
Massachusetts
$7.61M +$104K +2,488 +1%
Bank of America
14
Bank of America
North Carolina
$7.57M +$980K +23,560 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.46M +$787K +18,907 +12%
Franklin Resources
16
Franklin Resources
California
$6.76M
UBS Group
17
UBS Group
Switzerland
$5.78M -$25K -601 -0.4%
LWL
18
Leo Wealth LLC
Texas
$5.72M +$2.64M +63,520 +86%
Wells Fargo
19
Wells Fargo
California
$5.6M +$1.13M +27,237 +25%
MPW
20
MASECO Private Wealth
$5.2M +$5.2M +125,024 New
LG
21
LAM Group
Oregon
$5.08M +$851K +20,455 +20%
OPAM
22
Ocean Park Asset Management
California
$4.98M
LWM
23
Lifetime Wealth Management
Texas
$4.79M +$4.79M +115,191 New
PWAC
24
Private Wealth Advisors (California)
California
$3.97M +$325K +7,816 +9%
Northern Trust
25
Northern Trust
Illinois
$3.76M +$1.07M +25,614 +40%