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FM

iShares Frontier and Select EM ETF

Delisted

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

62 hedge funds and large institutions have $186M invested in iShares Frontier and Select EM ETF in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

32% more funds holding

Funds holding: 4762 (+15)

29% more capital invested

Capital invested by funds: $144M → $186M (+$41.8M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

Holders
62
Holders Change
+15
Holders Change %
+31.91%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
23
Increased
17
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$27.7M -$1.12M -34,439 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.9M -$3.12M -95,733 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.4M -$823K -25,261 -4%
GI
4
Glovista Investments
New Jersey
$13.8M +$13.3M +408,092 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$13.5M -$918K -28,166 -7%
Morgan Stanley
6
Morgan Stanley
New York
$12.4M +$5.45M +167,343 +83%
TAG
7
Tactical Allocation Group
Michigan
$11.8M -$1.26M -38,583 -10%
Wells Fargo
8
Wells Fargo
California
$6.19M +$1.94M +59,534 +48%
Bank of America
9
Bank of America
North Carolina
$5.34M +$2.92M +89,466 +130%
CWM
10
Cabot Wealth Management
Massachusetts
$4.06M +$242K +7,431 +7%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.25M -$492K -15,091 -14%
BCI
12
Brinker Capital Investments
Pennsylvania
$2.77M +$1.09M +33,350 +68%
U
13
UBS
Switzerland
$2.68M +$1.93M +59,067 +288%
Northern Trust
14
Northern Trust
Illinois
$2.59M +$633K +19,435 +34%
BG
15
BlackRock Group
United Kingdom
$2.59M +$2.5M +76,645 New
Jane Street
16
Jane Street
New York
$2.5M +$2.42M +74,141 New
TAT
17
TD Ameritrade Trust
Colorado
$2.37M +$2.31M +70,941 New
BA
18
BlackRock Advisors
Delaware
$2.3M -$1.01M -30,874 -31%
FM
19
Forward Management
California
$2.27M -$1.8M -55,081 -45%
SCCM
20
Schafer Cullen Capital Management
New York
$1.91M +$1.85M +56,640 New
DCM
21
Driehaus Capital Management
Illinois
$1.9M -$993K -30,479 -35%
CCM
22
Condor Capital Management
New Jersey
$1.88M +$61.2K +1,877 +3%
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$1.68M +$1.63M +49,860 New
LPL Financial
24
LPL Financial
California
$1.54M +$657K +20,148 +79%
Invesco
25
Invesco
Georgia
$1.38M +$773K +23,719 +137%

FM Hedge Fund Activity: Q4 2013 in Review

62 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q4 2013, worth a combined $186M — up 29% from $144M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FM positions and 8 closed out — a net gain of 15 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Glovista Investments, opening a new position worth an estimated $13.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.12M.

  • 62 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q4 2013, up from 47 in Q3 2013.
  • Funds reported $186M of iShares Frontier and Select EM ETF stock for Q4 2013, up 29% quarter-over-quarter.
  • 23 funds opened new iShares Frontier and Select EM ETF positions in Q4 2013 and 8 closed out, a net change of +15 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q4 2013 was Glovista Investments, an estimated $13.3M added.
  • The largest iShares Frontier and Select EM ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2013.