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FM

iShares Frontier and Select EM ETF

Delisted

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

89 hedge funds and large institutions have $220M invested in iShares Frontier and Select EM ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $161M → $220M (+$58.7M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

3% more funds holding

Funds holding: 8689 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
29
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
26
New York Life Investment Management
New York
$1.59M -$176K -7,059 -10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.39M -$141K -5,627 -9%
MLIC
28
Mandatum Life Insurance Company
Finland
$1.17M +$8.97K +359 +0.8%
State Street
29
State Street
Massachusetts
$1.1M -$92.4K -3,700 -8%
FCBT
30
First Citizens Bank & Trust
North Carolina
$1.07M
Invesco
31
Invesco
Georgia
$1.06M -$355K -14,229 -26%
PAG
32
Private Advisor Group
New Jersey
$985K +$315K +12,624 +48%
BBA
33
BLB&B Advisors
Pennsylvania
$888K -$65.9K -2,640 -7%
GWM
34
Geneos Wealth Management
Colorado
$831K +$42.3K +1,693 +6%
HCA
35
Harbour Capital Advisors
Virginia
$794K +$283K +11,325 +58%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$781K -$9.57K -383 -1%
Creative Planning
37
Creative Planning
Kansas
$702K
RIA
38
Regal Investment Advisors
Michigan
$695K +$6.34K +254 +0.9%
TYCC
39
Texas Yale Capital Corp
Florida
$670K -$3.75K -150 -0.6%
MFS
40
MSI Financial Services
Massachusetts
$556K -$45.5K -1,823 -8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$535K +$59.5K +2,383 +13%
CPIG
42
Chicago Partners Investment Group
Illinois
$528K +$51.8K +2,073 +11%
SAM
43
Silvercrest Asset Management
New York
$509K +$250K +10,000 +102%
HW
44
Hancock Whitney
Mississippi
$446K +$87.8K +3,517 +25%
CWM
45
Cabot Wealth Management
Massachusetts
$390K -$9.57K -383 -2%
CFA
46
Cahill Financial Advisors
Minnesota
$389K +$378K +15,140 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$372K
FM
48
Forward Management
California
$361K +$254K +10,150 +260%
Northern Trust
49
Northern Trust
Illinois
$343K +$9.49K +380 +3%
NCM
50
Narwhal Capital Management
Georgia
$336K

FM Hedge Fund Activity: Q3 2016 in Review

89 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2016, worth a combined $220M — up 36% from $161M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FM positions and 9 closed out — a net gain of 3 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $41.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.58M.

  • 89 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2016, up from 86 in Q2 2016.
  • Funds reported $220M of iShares Frontier and Select EM ETF stock for Q3 2016, up 36% quarter-over-quarter.
  • 12 funds opened new iShares Frontier and Select EM ETF positions in Q3 2016 and 9 closed out, a net change of +3 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2016 was William Blair Investment Management, an estimated $41.8M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2016.