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FM

iShares Frontier and Select EM ETF

Delisted

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

123 hedge funds and large institutions have $302M invested in iShares Frontier and Select EM ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $249M → $302M (+$52.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

6% less funds holding

Funds holding: 131123 (-8)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
38
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$225K +$227K +7,918 New
CC
77
Cadinha & Co
Hawaii
$222K +$224K +7,803 New
BIM
78
Baldwin Investment Management
Pennsylvania
$213K
TIM
79
Tortoise Investment Management
New York
$158K +$52.7K +1,835 +49%
MRC
80
Millburn Ridgefield Corp
New York
$139K -$6.29K -219 -4%
CI
81
CX Institutional
Indiana
$97K +$64K +2,229 +187%
BWA
82
BDO Wealth Advisors
Florida
$92K
ST
83
Smithfield Trust
Pennsylvania
$79K -$37.2K -1,295 -32%
ACA
84
Atlas Capital Advisors
Wyoming
$73.4K
CAG
85
Csenge Advisory Group
Florida
$70K +$74.7K +2,601 New
NPP
86
New Potomac Partners
Maryland
$69K +$1.12K +39 +2%
APA
87
American Portfolios Advisors
New York
$51.3K +$51.8K +1,805 New
BWL
88
Bogart Wealth LLC
Virginia
$50K
GRP
89
Global Retirement Partners
California
$48K +$345 +12 +0.7%
OIA
90
Optimum Investment Advisors
Illinois
$46K -$11.5K -400 -20%
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
IA
92
IFP Advisors
Florida
$33K -$263K -9,170 -89%
CT
93
CPF Texas
Texas
$29K +$20K +695 +206%
RE
94
RBC Europe
United Kingdom
$28.4K
Citigroup
95
Citigroup
New York
$27K -$2.49M -86,682 -99%
NFG
96
Next Financial Group
Texas
$26K +$25.8K +900 New
SF
97
Synovus Financial
Georgia
$24K -$271K -9,433 -92%
AWM
98
Avior Wealth Management
Nebraska
$23K
SWP
99
Stratos Wealth Partners
Ohio
$21K +$21.1K +735 New
William Blair & Company
100
William Blair & Company
Illinois
$18K +$2.15K +75 +14%

FM Hedge Fund Activity: Q3 2018 in Review

123 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2018, worth a combined $302M — up 21% from $249M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FM and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 38 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.01M. The largest seller was City of London Investment Management, exiting entirely with an estimated $15.7M sold.

  • 123 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2018, down from 131 in Q2 2018.
  • Funds reported $302M of iShares Frontier and Select EM ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 17 funds opened new iShares Frontier and Select EM ETF positions in Q3 2018 and 24 closed out, a net change of -7 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $1.01M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2018 was City of London Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2018.