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FM

iShares Frontier and Select EM ETF

Delisted

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

102 hedge funds and large institutions have $300M invested in iShares Frontier and Select EM ETF in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

36% more funds holding

Funds holding: 75102 (+27)

30% more capital invested

Capital invested by funds: $230M → $300M (+$69.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
39
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
51
Bank of the West
California
$611K +$347K +9,181 +118%
N
52
Nuveen
North Carolina
$609K -$3.06M -81,000 -83%
WTC
53
WhitTier Trust Company
Nevada
$603K +$358K +9,468 +131%
COLIM
54
City of London Investment Management
United Kingdom
$543K +$567K +15,000 New
BA
55
BlackRock Advisors
Delaware
$506K -$2.05M -54,243 -79%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$499K +$523K +13,827 New
BIM
57
Baldwin Investment Management
Pennsylvania
$494K -$1.82K -48 -0.3%
NCM
58
Narwhal Capital Management
Georgia
$473K
VFS
59
VSR Financial Services
Kansas
$424K +$24.7K +653 +6%
NC
60
NewSquare Capital
Pennsylvania
$391K +$266K +7,025 +184%
Nomura Holdings
61
Nomura Holdings
Japan
$387K +$399K +10,551 New
FAAS
62
First Allied Advisory Services
California
$383K +$402K +10,616 New
SIC
63
Salem Investment Counselors
North Carolina
$365K
BBA
64
BLB&B Advisors
Pennsylvania
$363K -$202K -5,335 -35%
UCFA
65
United Capital Financial Advisors
Texas
$361K +$379K +10,019 New
IAA
66
Ironsides Asset Advisors
North Carolina
$310K +$325K +8,582 New
OC
67
Oppenheimer & Co
New York
$285K +$299K +7,911 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$269K +$50.7K +1,341 +22%
Loomis, Sayles & Company
69
Loomis, Sayles & Company
Massachusetts
$260K +$272K +7,200 New
PSI
70
Pinnacle Summer Investments
Virginia
$256K +$30K +792 +14%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$253K +$265K +7,009 New
Citadel Advisors
72
Citadel Advisors
Florida
$244K +$256K +6,773 New
YMRC
73
Yorktown Management & Research Company
Virginia
$242K +$253K +6,700 New
NES
74
New England Securities
New York
$225K +$104K +2,740 +78%
MC
75
Moors & Cabot
Massachusetts
$224K +$236K +6,252 New

FM Hedge Fund Activity: Q2 2014 in Review

102 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q2 2014, worth a combined $300M — up 30% from $230M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FM positions and 2 closed out — a net gain of 28 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $38.9M. The largest seller was Envestnet Asset Management, cutting an estimated $8.04M.

  • 102 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q2 2014, up from 75 in Q1 2014.
  • Funds reported $300M of iShares Frontier and Select EM ETF stock for Q2 2014, up 30% quarter-over-quarter.
  • 30 funds opened new iShares Frontier and Select EM ETF positions in Q2 2014 and 2 closed out, a net change of +28 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q2 2014 was Wells Fargo, an estimated $38.9M added.
  • The largest iShares Frontier and Select EM ETF seller in Q2 2014 was Envestnet Asset Management, an estimated $8.04M sold.

Based on aggregated 13F filings for Q2 2014.