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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 $197M invested in iShares Frontier and Select EM ETF in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 9096 (+6)

16% less capital invested

Capital invested by funds: $235M → $197M (-$38.4M)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
24
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
51
Pinnacle Summer Investments
Virginia
$410K +$45.6K +1,680 +12%
VKH
52
Virtu KCG Holdings
New York
$406K +$439K +16,162 New
TC
53
Telemus Capital
Michigan
$396K -$9.37K -345 -2%
WTC
54
WhitTier Trust Company
Nevada
$389K
RIA
55
Regal Investment Advisors
Michigan
$378K +$328K +12,065 +406%
AC
56
AFAM Capital
Texas
$368K -$186K -6,835 -32%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$365K
JP Morgan Chase
58
JP Morgan Chase
New York
$355K +$176K +6,464 +85%
SIC
59
Salem Investment Counselors
North Carolina
$348K +$8.15K +300 +2%
NCM
60
Narwhal Capital Management
Georgia
$329K
BIM
61
Baldwin Investment Management
Pennsylvania
$312K -$31.9K -1,175 -9%
RBC
62
Ronald Blue & Co
Georgia
$288K +$312K +11,475 New
OMC
63
Old Mission Capital
Illinois
$280K +$303K +11,139 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$277K -$29.5K -1,087 -9%
Ameriprise
65
Ameriprise
Minnesota
$275K -$29.4K -1,083 -9%
SWP
66
Stratos Wealth Partners
Ohio
$256K +$276K +10,174 New
CWM
67
Concert Wealth Management
California
$252K +$272K +10,024 New
EARNEST Partners
68
EARNEST Partners
Georgia
$224K
ST
69
Smithfield Trust
Pennsylvania
$184K
TIM
70
Tortoise Investment Management
New York
$163K -$10.8K -397 -6%
CLOS
71
Compagnie Lombard Odier SCmA
Switzerland
$106K -$149K -5,500 -57%
MFS
72
MSI Financial Services
Massachusetts
$77K -$552K -20,323 -87%
PFBT
73
Parkside Financial Bank & Trust
Missouri
$60K +$64.5K +2,376 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$56K +$109 +4 +0.2%
AIG
75
American International Group
New York
$33K +$25.6K +943 +258%

FM Hedge Fund Activity: Q3 2015 in Review

96 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2015, worth a combined $197M — down 16% from $235M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FM positions and 12 closed out — a net gain of 6 holders — while 24 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was Wells Fargo, cutting an estimated $11M.

  • 96 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2015, up from 90 in Q2 2015.
  • Funds reported $197M of iShares Frontier and Select EM ETF stock for Q3 2015, down 16% quarter-over-quarter.
  • 18 funds opened new iShares Frontier and Select EM ETF positions in Q3 2015 and 12 closed out, a net change of +6 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2015 was Morgan Stanley, an estimated $17.1M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2015 was Wells Fargo, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2015.