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FM

iShares Frontier and Select EM ETF

Delisted

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

104 hedge funds and large institutions have $276M invested in iShares Frontier and Select EM ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

15% more capital invested

Capital invested by funds: $240M → $276M (+$35.7M)

14% more funds holding

Funds holding: 91104 (+13)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
22
Increased
37
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
26
Ronald Blue & Co
Georgia
$2.9M +$121K +4,392 +4%
EWM
27
Empirical Wealth Management
Washington
$2.46M +$23.8K +865 +1%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$2.3M +$531K +19,298 +31%
BCI
29
Brinker Capital Investments
Pennsylvania
$2.08M +$2.06M +75,000 New
UBS Group
30
UBS Group
Switzerland
$2.02M +$207K +7,522 +11%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$1.75M
NYLIM
32
New York Life Investment Management
New York
$1.69M -$26.7K -972 -2%
MLIC
33
Mandatum Life Insurance Company
Finland
$1.65M +$481K +17,482 +42%
State Street
34
State Street
Massachusetts
$1.52M +$165K +6,000 +12%
SO
35
STRS Ohio
Ohio
$1.41M
OAM
36
Oppenheimer Asset Management
New York
$1.38M +$1.37M +49,790 New
PAG
37
Private Advisor Group
New Jersey
$1.33M +$114K +4,140 +10%
TC
38
Telemus Capital
Michigan
$1.32M -$92.2K -3,355 -7%
ACP
39
Arcus Capital Partners
Georgia
$1.19M +$25.3K +920 +2%
Capstone Investment Advisors
40
Capstone Investment Advisors
New York
$1.17M +$694K +25,231 +147%
CAL
41
Capital Analysts LLC
Pennsylvania
$933K +$924K +33,627 New
CFA
42
Camarda Financial Advisors
Florida
$924K -$682K -24,820 -43%
BBA
43
BLB&B Advisors
Pennsylvania
$897K +$57K +2,075 +7%
Verition Fund Management
44
Verition Fund Management
Connecticut
$882K -$761K -27,673 -47%
Cerity Partners
45
Cerity Partners
New York
$882K +$874K +31,800 New
SP
46
Symmetry Partners
Connecticut
$861K +$216K +7,856 +34%
Creative Planning
47
Creative Planning
Kansas
$841K +$138K +5,006 +20%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$819K +$812K +29,539 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$809K -$8.52K -310 -1%
Ameriprise
50
Ameriprise
Minnesota
$797K +$274K +9,956 +53%

FM Hedge Fund Activity: Q1 2017 in Review

104 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q1 2017, worth a combined $276M — up 15% from $240M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FM positions and 7 closed out — a net gain of 15 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Aberdeen Asset Management, opening a new position worth an estimated $10.2M. The largest seller was Morgan Stanley, cutting an estimated $17M.

  • 104 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q1 2017, up from 91 in Q4 2016.
  • Funds reported $276M of iShares Frontier and Select EM ETF stock for Q1 2017, up 15% quarter-over-quarter.
  • 22 funds opened new iShares Frontier and Select EM ETF positions in Q1 2017 and 7 closed out, a net change of +15 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q1 2017 was Aberdeen Asset Management, an estimated $10.2M added.
  • The largest iShares Frontier and Select EM ETF seller in Q1 2017 was Morgan Stanley, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2017.