iShares Frontier and Select EM ETF
FM was delisted on the 6th of January, 2025.
75 hedge funds and large institutions have $230M invested in iShares Frontier and Select EM ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 12 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
24% more capital invested
Capital invested by funds: $186M → $230M (+$43.9M)
21% more funds holding
Funds holding: 62 → 75 (+13)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.54M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$6.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.11M |
| 4 |
Morgan Stanley
New York
|
+$6.02M |
| 5 |
Citigroup
New York
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$27.7M |
| 2 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$13.8M |
| 3 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
-$2.91M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$2.59M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
76
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$27.7M | -819,793 | Closed |
|
|
GI
77
Glovista Investments
Jersey City,
New Jersey
| – | -$13.8M | -408,092 | Closed |
|
|
BG
78
BlackRock Group
London,
United Kingdom
| – | -$2.59M | -76,645 | Closed |
|
|
SCCM
79
Schafer Cullen Capital Management
New York
| – | -$1.91M | -56,640 | Closed |
|
80
Natixis Advisors
Boston,
Massachusetts
| – | -$1.06M | -31,553 | Closed |
|
|
COPPSERS
81
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| – | -$952K | -28,213 | Closed |
|
|
PPA
82
Parametric Portfolio Associates
Seattle,
Washington
| – | -$688K | -20,398 | Closed |
|
83
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$674K | -20,000 | Closed |
|
84
Barclays
London,
United Kingdom
| – | -$250K | -7,588 | Closed |
|
|
JG
85
Jefferies Group
New York
| – | -$95K | -2,802 | Closed |
|
|
LWA
86
Lenox Wealth Advisors
New York
| – | -$22K | -661 | Closed |
|
|
MPWT
87
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$5.56K | -161 | Closed |
|
FM Hedge Fund Activity: Q1 2014 in Review
75 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q1 2014, worth a combined $230M — up 24% from $186M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FM positions and 12 closed out — a net gain of 14 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $6.54M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $27.7M sold.
- 75 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q1 2014, up from 62 in Q4 2013.
- Funds reported $230M of iShares Frontier and Select EM ETF stock for Q1 2014, up 24% quarter-over-quarter.
- 26 funds opened new iShares Frontier and Select EM ETF positions in Q1 2014 and 12 closed out, a net change of +14 holders.
- The largest iShares Frontier and Select EM ETF buyer in Q1 2014 was Bank of America, an estimated $6.54M added.
- The largest iShares Frontier and Select EM ETF seller in Q1 2014 was Beaumont Financial Advisors, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2014.