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FM

iShares Frontier and Select EM ETF

Delisted

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

97 hedge funds and large institutions have $159M invested in iShares Frontier and Select EM ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $130M → $159M (+$29.1M)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

5% less funds holding

Funds holding: 10297 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
28
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.82M -$101K -4,069 -5%
CWM
27
Cabot Wealth Management
Massachusetts
$1.78M -$24.7K -998 -1%
AIP
28
Almanack Investment Partners
Pennsylvania
$1.78M +$1.6M +64,594 New
CI
29
CX Institutional
Indiana
$1.48M +$182K +7,363 +15%
MRC
30
Millburn Ridgefield Corp
New York
$1.47M +$19.3K +780 +1%
CAL
31
Capital Analysts LLC
Pennsylvania
$1.45M -$69.9K -2,829 -5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.45M +$114K +4,608 +9%
6M
33
6 Meridian
Kansas
$1.39M -$22.5K -909 -2%
APW
34
Acima Private Wealth
Virginia
$1.32M +$30K +1,214 +2%
HW
35
Hancock Whitney
Mississippi
$1.23M +$707K +28,589 +148%
CFA
36
Cahill Financial Advisors
Minnesota
$1.17M +$40.4K +1,633 +4%
RIA
37
Regal Investment Advisors
Michigan
$1M +$103K +4,171 +12%
HT
38
HAP Trading
New York
$992K +$200K +8,076 +26%
3AM
39
3EDGE Asset Management
Florida
$975K +$494K +19,984 +110%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$698K +$71.4K +2,889 +12%
Creative Planning
41
Creative Planning
Kansas
$592K +$1.41K +57 +0.2%
State Street
42
State Street
Massachusetts
$589K +$148K +6,000 +35%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$574K -$44.5K -1,800 -7%
Man Group
44
Man Group
United Kingdom
$539K +$521K +21,074 New
CAN
45
Cetera Advisor Networks
California
$497K +$16.3K +661 +4%
Osaic Holdings
46
Osaic Holdings
Arizona
$486K -$27.5K -1,114 -6%
GWM
47
Geneos Wealth Management
Colorado
$472K +$1.61K +65 +0.4%
HCA
48
Harbour Capital Advisors
Virginia
$424K -$4.94K -200 -1%
EI
49
Ellevest Inc
New York
$398K
HSBC Holdings
50
HSBC Holdings
United Kingdom
$397K

FM Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2020, worth a combined $159M — up 22% from $130M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FM and 11 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $17.1M. The largest seller was City of London Investment Management, cutting an estimated $3.57M.

  • 97 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $159M of iShares Frontier and Select EM ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 11 funds opened new iShares Frontier and Select EM ETF positions in Q3 2020 and 16 closed out, a net change of -5 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2020 was Tradewinds Capital Management, an estimated $17.1M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2020 was City of London Investment Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2020.