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FM

iShares Frontier and Select EM ETF

Delisted

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

96 hedge funds and large institutions have $149M invested in iShares Frontier and Select EM ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more call options, than puts

Call options by funds: $36K | Put options by funds: $3K

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $149M → $149M (-$418K)

6% less funds holding

Funds holding: 10296 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
43
Reduced
21
Closed
14
Calls
$36K
Puts
$3K
Net Calls
+$33K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
MRC
26
Millburn Ridgefield Corp
New York
$1.66M +$142K +5,570 +9%
PAS
27
Park Avenue Securities
New York
$1.49M +$212K +8,333 +17%
EWM
28
Endowment Wealth Management
Wisconsin
$1.49M +$51.4K +2,022 +4%
RIA
29
Regal Investment Advisors
Michigan
$1.48M +$20.6K +812 +1%
APW
30
Acima Private Wealth
Virginia
$1.47M +$584 +23 +0%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.45M +$278K +10,944 +24%
COLIM
32
City of London Investment Management
United Kingdom
$1.16M -$1.52M -60,000 -57%
WA
33
Wambolt & Associates
Colorado
$1.11M +$11.1K +437 +1%
State Street
34
State Street
Massachusetts
$999K +$130K +5,100 +15%
Man Group
35
Man Group
United Kingdom
$775K +$761K +29,973 New
Creative Planning
36
Creative Planning
Kansas
$760K +$5.61K +221 +0.8%
HWA
37
Heartwood Wealth Advisors
Virginia
$716K +$11.8K +463 +2%
FTA
38
Financial & Tax Architects
Missouri
$640K +$202K +7,949 +47%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$585K +$574K +22,612 New
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$583K +$3.56K +140 +0.6%
BTI
41
Blue Trust Inc
Georgia
$574K -$1.98M -78,041 -78%
LPL Financial
42
LPL Financial
California
$540K -$64.3K -2,532 -11%
CFG
43
Citizens Financial Group
Rhode Island
$517K +$203K +7,976 +66%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$514K -$127K -4,984 -20%
JP Morgan Chase
45
JP Morgan Chase
New York
$501K +$410K +16,153 +505%
RA
46
Rockingstone Advisors
Massachusetts
$498K -$11.8K -465 -2%
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$492K +$7.93K +312 +2%
EI
48
Ellevest Inc
New York
$456K +$5.61K +221 +1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$422K -$25.9K -1,020 -6%
HW
50
Hancock Whitney
Mississippi
$421K -$193K -7,580 -32%

FM Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q2 2023, worth a combined $149M — down 0.28% from $149M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FM and 8 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 43 added.

The largest buyer was Jane Street, adding an estimated $11.7M. The largest seller was Tradewinds Capital Management, exiting entirely with an estimated $27.6M sold.

  • 96 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q2 2023, down from 102 in Q1 2023.
  • Funds reported $149M of iShares Frontier and Select EM ETF stock for Q2 2023, down 0.28% quarter-over-quarter.
  • 8 funds opened new iShares Frontier and Select EM ETF positions in Q2 2023 and 14 closed out, a net change of -6 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q2 2023 was Jane Street, an estimated $11.7M added.
  • The largest iShares Frontier and Select EM ETF seller in Q2 2023 was Tradewinds Capital Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q2 2023.