LEMB Institutional Ownership
iShares J.P. Morgan EM Local Currency Bond ETF
1W: -1.0%
1M: -2.5%
3M: -1.3%
YTD: +1.0%
1Y: +4.3%
3Y: +26.5%
5Y: +7.0%
$42.04
+0.01 (+0.02%)
Weekly Expected Move ±0.9%
$41
$42
$42
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LEMB
145
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
479M
Total Invested
19
New Positions
51
Increased
51
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,872,525 | $79M | -116,481 | -5.9% | 8Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 913,372 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 3 | SCHRODER INVESTMENT MANAGEMENT GROUP | 786,786 | $33M | -30,097 | -3.7% | 18Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 770,516 | $32M | -18,231 | -2.3% | 25Q | SEC ↗ |
| 5 | Checchi Capital Advisers, LLC | 557,661 | $23M | -3,745 | -0.7% | 47Q | SEC ↗ |
| 6 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 524,424 | $22M | -47,027 | -8.2% | 3Q | SEC ↗ |
| 7 | NORTHERN TRUST CORP | 429,531 | $18M | +29,509 | +7.4% | 5Q | SEC ↗ |
| 8 | UBS Group AG | 396,083 | $17M | +56,580 | +16.7% | 47Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 382,103 | $16M | +70,682 | +22.7% | 31Q | SEC ↗ |
| 10 | Calamos Advisors LLC | 320,890 | $13M | +90,500 | +39.3% | 3Q | SEC ↗ |
| 11 | Leo Wealth, LLC | 308,966 | $13M | +171,394 | +124.6% | 10Q | SEC ↗ |
| 12 | STERLING INVESTMENT ADVISORS LLC /ADV | 282,195 | $12M | +6,051 | +2.2% | 47Q | SEC ↗ |
| 13 | Bank Julius Baer & Co. Ltd, Zurich | 259,234 | $11M | +212,644 | +456.4% | 26Q | SEC ↗ |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 220,000 | $9M | — | +0.0% | 5Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 216,217 | $9M | -9,046 | -4.0% | 58Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 215,635 | $9M | +16,412 | +8.2% | 15Q | SEC ↗ |
| 17 | LPL Financial LLC | 213,690 | $9M | +1,205 | +0.6% | 6Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 199,935 | $8M | +27,342 | +15.8% | 50Q | SEC ↗ |
| 19 | FRANKLIN RESOURCES INC | 171,776 | $7M | — | +0.0% | 4Q | SEC ↗ |
| 20 | Apollon Wealth Management, LLC NEW | 143,459 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 21 | LAM GROUP, INC. | 142,385 | $6M | +9,105 | +6.8% | 15Q | SEC ↗ |
| 22 | Lifetime Wealth Management P.C. | 113,623 | $5M | +2,021 | +1.8% | 3Q | SEC ↗ |
| 23 | Sarasin & Partners LLP | 107,858 | $5M | +629 | +0.6% | 2Q | SEC ↗ |
| 24 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 105,907 | $4M | +24,712 | +30.4% | 25Q | SEC ↗ |
| 25 | Walkner Condon Financial Advisors LLC | 98,812 | $4M | +12,325 | +14.3% | 18Q | SEC ↗ |
| 26 | MORGAN STANLEY | 94,031 | $4M | -1,425 | -1.5% | 58Q | SEC ↗ |
| 27 | New Capital Management LP | 90,597 | $4M | +833 | +0.9% | 5Q | SEC ↗ |
| 28 | MASECO LLP | 90,021 | $4M | -6,797 | -7.0% | 3Q | SEC ↗ |
| 29 | Liberty Atlantic Advisors LLC | 89,814 | $4M | +13,612 | +17.9% | 3Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 73,373 | $3M | +873 | +1.2% | 9Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 63,585 | $3M | +18,509 | +41.1% | 3Q | SEC ↗ |
| 32 | FOSTER & MOTLEY INC | 58,413 | $2M | -197,166 | -77.1% | 17Q | SEC ↗ |
| 33 | KITCHING PARTNERS, LLC | 54,883 | $2M | +19,278 | +54.1% | 3Q | SEC ↗ |
| 34 | Obsido Oy | 53,050 | $2M | +834 | +1.6% | 7Q | SEC ↗ |
| 35 | Union Bancaire Privee, UBP SA | 52,995 | $2M | +14,553 | +37.9% | 7Q | SEC ↗ |
| 36 | RHS Financial, LLC | 47,245 | $2M | +5,547 | +13.3% | 30Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 46,468 | $2M | +2,845 | +6.5% | 6Q | SEC ↗ |
| 38 | Wealth Advisory Solutions, LLC | 44,701 | $2M | +8,413 | +23.2% | 2Q | SEC ↗ |
| 39 | GUIDANCE CAPITAL, INC | 44,206 | $2M | +6,240 | +16.4% | 3Q | SEC ↗ |
| 40 | Haven Private, LLC | 39,458 | $2M | -13,865 | -26.0% | 5Q | SEC ↗ |
| 41 | Forum Finance Group S.A. | 37,970 | $2M | +3,040 | +8.7% | 2Q | SEC ↗ |
| 42 | Nilsine Partners, LLC | 36,296 | $2M | +919 | +2.6% | 14Q | SEC ↗ |
| 43 | AMERIPRISE FINANCIAL INC | 34,336 | $1M | +4,987 | +17.0% | 16Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 33,579 | $1M | +6,294 | +23.1% | 5Q | SEC ↗ |
| 45 | Pictet North America Advisors SA | 33,309 | $1M | -480 | -1.4% | 12Q | SEC ↗ |
| 46 | FMR LLC | 31,874 | $1M | +1,710 | +5.7% | 19Q | SEC ↗ |
| 47 | OPPENHEIMER & CO INC | 30,755 | $1M | +404 | +1.3% | 4Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 30,396 | $1M | +2,622 | +9.4% | 12Q | SEC ↗ |
| 49 | VIEWPOINT INVESTMENT PARTNERS CORP | 27,600 | $1M | -4,100 | -12.9% | 22Q | SEC ↗ |
| 50 | BARINGS LLC | 25,700 | $1M | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 913,372 | $38M |
| Apollon Wealth Management, LLC | 143,459 | $6M |
| Betterment LLC | 22,550 | $948K |
| Strategic Financial Planning, Inc. | 22,524 | $947K |
| M Wealth Management, LLC | 13,588 | $571K |
| Global Assets Advisory, LLC | 12,681 | $533K |
| Interchange Capital Partners, LLC | 8,346 | $351K |
| Integrated Advisors Network LLC | 6,582 | $277K |
| HRT FINANCIAL LP | 5,384 | $226K |
| US BANCORP \DE | 4,135 | $174K |
| Regatta Research & Money Management | 3,432 | $144K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,800 | $76K |
| Beacon Financial Strategies CORP | 953 | $40K |
| MERCER GLOBAL ADVISORS INC /ADV | 827 | $35K |
| Integrated Wealth Concepts LLC | 750 | $32K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 432 | $18K |
| Breakwater Investment Management | 313 | $13K |
| Virginia Estate & Retirement Planni | 158 | $7K |
| HARBOUR INVESTMENTS, INC. | 47 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 1,431,640 | $60M |
| Motley Fool Wealth Management, LLC | 273,039 | $11M |
| Ocean Park Asset Management, LLC | 119,900 | $5M |
| Private Wealth Advisors, LLC | 95,534 | $4M |
| Client First Investment Management | 26,223 | $1M |
| BNP PARIBAS FINANCIAL MARKETS | 19,630 | $825K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,372 | $478K |
| Compound Planning, Inc. | 8,370 | $352K |
| MILLENNIUM MANAGEMENT LLC | 5,773 | $243K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 5,089 | $214K |
| NorthRock Partners, LLC | 5,003 | $210K |
| Bay Colony Advisory Group, Inc d/b/ | 4,964 | $209K |
| Qube Research & Technologies Ltd | 1,178 | $50K |
| FEDERATED HERMES, INC. | 1,047 | $44K |
| Advisory Services Network, LLC | 534 | $22K |
| TD Waterhouse Canada Inc. | 350 | $15K |
| SIMPLEX TRADING, LLC | 110 | $5K |
| JONES FINANCIAL COMPANIES LLLP | 36 | $2K |
| Tower Research Capital LLC (TRC) | 17 | $1K |
| BLAIR WILLIAM & CO/IL | 16 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -879,850 | -99.1% | 7,865 |
| FOSTER & MOTLEY INC | -197,166 | -77.1% | 58,413 |
| BlackRock, Inc. | -116,481 | -5.9% | 1,872,525 |
| PARTNERS CAPITAL INVESTMENT GROUP, | -47,027 | -8.2% | 524,424 |
| UBS AM, a distinct business unit of | -39,615 | -99.9% | 46 |
| CITADEL ADVISORS LLC | -31,090 | -83.8% | 6,013 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -30,097 | -3.7% | 786,786 |
| Bank of New York Mellon Corp | -18,231 | -2.3% | 770,516 |
| Haven Private, LLC | -13,865 | -26.0% | 39,458 |
| RWA WEALTH PARTNERS, LLC | -11,068 | -41.6% | 15,520 |
| ROYAL BANK OF CANADA | -9,046 | -4.0% | 216,217 |
| VICUS CAPITAL | -8,859 | -26.6% | 24,465 |
| RAYMOND JAMES FINANCIAL INC | -7,596 | -33.2% | 15,295 |
| MASECO LLP | -6,797 | -7.0% | 90,021 |
| VIEWPOINT INVESTMENT PARTNERS CORP | -4,100 | -12.9% | 27,600 |
| AE Wealth Management LLC | -4,023 | -98.3% | 68 |
| Checchi Capital Advisers, LLC | -3,745 | -0.7% | 557,661 |
| CITIGROUP INC | -2,817 | -99.4% | 16 |
| Purpose Unlimited Inc. | -2,583 | -24.0% | 8,173 |
| OAK FAMILY ADVISORS, LLC | -1,786 | -10.5% | 15,180 |