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FM

iShares Frontier and Select EM ETF

Delisted

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

93 hedge funds and large institutions have $174M invested in iShares Frontier and Select EM ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 9993 (-6)

18% less capital invested

Capital invested by funds: $213M → $174M (-$39M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

42% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 36

Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
21
Reduced
36
Closed
19
Calls
$558K
Puts
Net Calls
+$558K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$1.46M
Invesco
27
Invesco
Georgia
$1.43M -$125K -5,292 -8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.43M -$1.09M -45,960 -44%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$1.34M +$1.33M +56,000 New
State Street
30
State Street
Massachusetts
$1.15M -$239K -10,100 -18%
FCBT
31
First Citizens Bank & Trust
North Carolina
$1.02M -$12.5K -528 -1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$990K +$955K +40,300 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$928K -$78.2K -3,301 -8%
BBA
34
BLB&B Advisors
Pennsylvania
$871K +$48.3K +2,040 +6%
GWM
35
Geneos Wealth Management
Colorado
$852K +$816K +34,433 New
MFS
36
MSI Financial Services
Massachusetts
$757K +$36.3K +1,533 +5%
Creative Planning
37
Creative Planning
Kansas
$671K
TYCC
38
Texas Yale Capital Corp
Florida
$644K
RIA
39
Regal Investment Advisors
Michigan
$622K +$19.7K +830 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$610K -$69.6K -2,939 -11%
VKH
41
Virtu KCG Holdings
New York
$547K +$527K +22,248 New
CPIG
42
Chicago Partners Investment Group
Illinois
$482K -$46.3K -1,955 -9%
HCA
43
Harbour Capital Advisors
Virginia
$480K -$13K -550 -3%
OMC
44
Old Mission Capital
Illinois
$445K -$145K -6,108 -25%
SMH
45
Sanders Morris Harris
Texas
$445K +$428K +18,086 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$388K -$4.03K -170 -1%
CWM
47
Cabot Wealth Management
Massachusetts
$382K -$4.37M -184,442 -92%
COLIM
48
City of London Investment Management
United Kingdom
$370K -$829K -35,000 -70%
FM
49
Forward Management
California
$367K +$354K +14,950 New
HSBC Holdings
50
HSBC Holdings
United Kingdom
$356K

FM Hedge Fund Activity: Q1 2016 in Review

93 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q1 2016, worth a combined $174M — down 18% from $213M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FM and 14 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 21 added.

The largest buyer was Burt Wealth Advisors, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 93 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q1 2016, down from 99 in Q4 2015.
  • Funds reported $174M of iShares Frontier and Select EM ETF stock for Q1 2016, down 18% quarter-over-quarter.
  • 14 funds opened new iShares Frontier and Select EM ETF positions in Q1 2016 and 19 closed out, a net change of -5 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q1 2016 was Burt Wealth Advisors, an estimated $2.11M added.
  • The largest iShares Frontier and Select EM ETF seller in Q1 2016 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2016.