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FM

iShares Frontier and Select EM ETF

Delisted

FM was delisted on the 6th of January, 2025.

96 hedge funds and large institutions have $197M invested in iShares Frontier and Select EM ETF in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 9096 (+6)

16% less capital invested

Capital invested by funds: $235M → $197M (-$38.4M)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
24
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Empirical Wealth Management
Washington
$2.13M +$815K +30,004 +55%
State Street
27
State Street
Massachusetts
$2.08M -$297K -10,922 -12%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.93M -$886K -32,630 -30%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$1.89M -$65.6K -2,414 -3%
Invesco
30
Invesco
Georgia
$1.83M -$409K -15,061 -17%
FM
31
Forward Management
California
$1.76M -$2.1M -77,300 -52%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.23M -$78.2K -2,878 -6%
BTS
33
BB&T Securities
Virginia
$1.17M -$52.4K -1,930 -4%
ED
34
Exane Derivatives
France
$988K -$3.93M -144,737 -79%
Northern Trust
35
Northern Trust
Illinois
$926K -$870K -32,023 -47%
BBA
36
BLB&B Advisors
Pennsylvania
$840K -$558K -20,560 -38%
BA
37
BlackRock Advisors
Delaware
$777K -$10.4K -382 -1%
FCBT
38
First Citizens Bank & Trust
North Carolina
$738K +$797K +29,350 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$724K -$129K -4,747 -14%
Creative Planning
40
Creative Planning
Kansas
$699K +$756K +27,822 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$671K -$1.58M -58,196 -69%
CPIG
42
Chicago Partners Investment Group
Illinois
$649K -$228K -8,409 -25%
AF
43
Allworth Financial
California
$584K +$261K +9,623 +71%
HCA
44
Harbour Capital Advisors
Virginia
$549K +$24.4K +900 +4%
VFS
45
VSR Financial Services
Kansas
$497K -$108K -3,968 -17%
PPA
46
Parametric Portfolio Associates
Washington
$444K +$480K +17,675 New
Citadel Advisors
47
Citadel Advisors
Florida
$429K +$463K +17,052 New
FAAS
48
First Allied Advisory Services
California
$426K -$64.6K -2,378 -12%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$415K +$99.6K +3,667 +29%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$411K +$163K +6,018 +58%

FM Hedge Fund Activity: Q3 2015 in Review

96 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2015, worth a combined $197M — down 16% from $235M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FM positions and 12 closed out — a net gain of 6 holders — while 24 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was Wells Fargo, cutting an estimated $11M.

  • 96 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2015, up from 90 in Q2 2015.
  • Funds reported $197M of iShares Frontier and Select EM ETF stock for Q3 2015, down 16% quarter-over-quarter.
  • 18 funds opened new iShares Frontier and Select EM ETF positions in Q3 2015 and 12 closed out, a net change of +6 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2015 was Morgan Stanley, an estimated $17.1M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2015 was Wells Fargo, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2015.