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FM

iShares Frontier and Select EM ETF

Delisted

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

127 hedge funds and large institutions have $201M invested in iShares Frontier and Select EM ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 131127 (-4)

7% less capital invested

Capital invested by funds: $216M → $201M (-$14.5M)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $258K

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
29
Reduced
40
Closed
20
Calls
Puts
$258K
Net Calls
-$258K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
26
Mandatum Life Insurance Company
Finland
$2.05M +$4.6K +158 +0.2%
HW
27
Hancock Whitney
Mississippi
$1.81M +$213K +7,297 +13%
PAG
28
Pinnacle Advisory Group
Maryland
$1.79M +$57.3K +1,967 +3%
HT
29
HAP Trading
New York
$1.74M +$1.8M +61,835 New
Cerity Partners
30
Cerity Partners
New York
$1.68M -$753K -25,830 -30%
Goldman Sachs
31
Goldman Sachs
New York
$1.65M +$276K +9,470 +19%
MRC
32
Millburn Ridgefield Corp
New York
$1.63M +$39.3K +1,350 +2%
Man Group
33
Man Group
United Kingdom
$1.6M -$333K -11,413 -17%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.6M -$162K -5,551 -9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.54M -$4.84M -166,032 -75%
GWM
36
Geneos Wealth Management
Colorado
$1.53M -$183K -6,291 -10%
6M
37
6 Meridian
Kansas
$1.26M +$9.56K +328 +0.7%
CPIG
38
Chicago Partners Investment Group
Illinois
$1.16M -$54.1K -1,856 -4%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.12M +$47.3K +1,622 +4%
CFA
40
Cahill Financial Advisors
Minnesota
$1.11M +$47.3K +1,624 +4%
LNC
41
Lincoln National Corp
Pennsylvania
$1M -$75.5K -2,590 -7%
State Street
42
State Street
Massachusetts
$1M +$119K +4,100 +13%
BHWA
43
Beacon Harbor Wealth Advisors
Virginia
$992K +$1.03M +35,328 New
RIA
44
Regal Investment Advisors
Michigan
$933K -$97.3K -3,339 -9%
BC
45
Barnett & Company
Tennessee
$817K +$57.7K +1,980 +7%
LIM
46
Leavell Investment Management
Alabama
$815K +$874 +30 +0.1%
Creative Planning
47
Creative Planning
Kansas
$713K -$109K -3,753 -13%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$629K +$31.5K +1,081 +5%
MWC
49
MBM Wealth Consultants
Missouri
$613K +$37.1K +1,275 +6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$598K -$1.46M -50,049 -70%

FM Hedge Fund Activity: Q3 2019 in Review

127 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2019, worth a combined $201M — down 6.7% from $216M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FM and 17 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 29 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $10.9M. The largest seller was Albion Financial Group, exiting entirely with an estimated $11.8M sold.

  • 127 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2019, down from 131 in Q2 2019.
  • Funds reported $201M of iShares Frontier and Select EM ETF stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 17 funds opened new iShares Frontier and Select EM ETF positions in Q3 2019 and 20 closed out, a net change of -3 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2019 was City of London Investment Management, an estimated $10.9M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2019 was Albion Financial Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.