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FM

iShares Frontier and Select EM ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 6275 (+13)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
26
Increased
30
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$23M -$1.51M -43,870 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.1M -$893K -25,856 -4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$20.9M +$6.11M +176,856 +44%
Morgan Stanley
4
Morgan Stanley
New York
$19.7M +$6.02M +174,349 +47%
RCG
5
Rock Creek Group
District of Columbia
$15.5M +$2.02M +58,500 +16%
Bank of America
6
Bank of America
North Carolina
$12.6M +$6.54M +189,401 +120%
BTS
7
BB&T Securities
Virginia
$11M +$1.04M +30,261 New
TAG
8
Tactical Allocation Group
Michigan
$9.57M -$2.91M -84,252 -24%
Wells Fargo
9
Wells Fargo
California
$7.34M +$651K +18,843 +10%
CCMG
10
Clark Capital Management Group
Pennsylvania
$6.7M +$6.38M +184,875 New
Northern Trust
11
Northern Trust
Illinois
$6.1M +$3.17M +91,685 +120%
Citigroup
12
Citigroup
New York
$6.02M +$5.72M +165,725 +55,242%
U
13
UBS
Switzerland
$5.54M +$2.53M +73,309 +92%
CWM
14
Cabot Wealth Management
Massachusetts
$4.69M +$317K +9,190 +8%
IG
15
ING Group
Netherlands
$4.36M +$4.16M +120,336 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.61M +$111K +3,218 +3%
N
17
Nuveen
North Carolina
$3.55M +$3.38M +97,880 New
FM
18
Forward Management
California
$3.52M +$1.03M +29,700 +44%
LPL Financial
19
LPL Financial
California
$3.17M +$1.44M +41,778 +91%
BCI
20
Brinker Capital Investments
Pennsylvania
$2.98M
TAT
21
TD Ameritrade Trust
Colorado
$2.63M +$51.8K +1,500 +2%
BA
22
BlackRock Advisors
Delaware
$2.48M
SF
23
Synovus Financial
Georgia
$2.35M +$2.24M +64,792 New
Invesco
24
Invesco
Georgia
$2.33M +$800K +23,173 +57%
CCM
25
Condor Capital Management
New Jersey
$2.23M +$199K +5,751 +10%

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.