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FM

iShares Frontier and Select EM ETF

Delisted

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

102 hedge funds and large institutions have $300M invested in iShares Frontier and Select EM ETF in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 18

36% more funds holding

Funds holding: 75102 (+27)

30% more capital invested

Capital invested by funds: $230M → $300M (+$69.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
39
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$44.4M +$38.9M +1,027,827 +508%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.5M -$477K -12,605 -2%
Morgan Stanley
3
Morgan Stanley
New York
$21.9M +$2.4M +63,521 +12%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$17.6M -$3.37M -88,992 -15%
Bank of America
5
Bank of America
North Carolina
$17.1M +$4.81M +127,185 +37%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.3M -$8.04M -212,598 -35%
BFA
7
Beaumont Financial Advisors
Massachusetts
$13.1M +$13.8M +363,854 New
CCMG
8
Clark Capital Management Group
Pennsylvania
$11.9M +$5.44M +143,850 +78%
U
9
UBS
Switzerland
$11.7M +$6.52M +172,339 +113%
BTS
10
BB&T Securities
Virginia
$10.9M -$378 -10 -0%
TAG
11
Tactical Allocation Group
Michigan
$8.96M -$591K -15,619 -6%
Citigroup
12
Citigroup
New York
$6.54M +$573K +15,155 +9%
CWM
13
Cabot Wealth Management
Massachusetts
$6.32M +$1.73M +45,741 +35%
LPT
14
Legacy Private Trust
Wisconsin
$5.65M +$5.92M +156,532 New
NYLIM
15
New York Life Investment Management
New York
$4.99M +$3.44M +90,874 +191%
IG
16
ING Group
Netherlands
$4.36M
CFA
17
Camarda Financial Advisors
Florida
$3.96M +$3.06M +80,866 +279%
Northern Trust
18
Northern Trust
Illinois
$3.84M -$2.34M -61,775 -37%
State Street
19
State Street
Massachusetts
$3.72M +$3.9M +103,000 New
CS
20
Credit Suisse
Switzerland
$3.67M +$2.21M +58,468 +135%
Invesco
21
Invesco
Georgia
$3.4M +$1.14M +30,070 +47%
LPL Financial
22
LPL Financial
California
$3.17M +$12.3K +326 +0.4%
Goldman Sachs
23
Goldman Sachs
New York
$3.04M +$2.53M +66,975 +390%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.96M
TAT
25
TD Ameritrade Trust
Colorado
$2.72M +$112K +2,965 +4%

FM Hedge Fund Activity: Q2 2014 in Review

102 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q2 2014, worth a combined $300M — up 30% from $230M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FM positions and 2 closed out — a net gain of 28 holders — while 39 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $38.9M. The largest seller was Envestnet Asset Management, cutting an estimated $8.04M.

  • 102 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q2 2014, up from 75 in Q1 2014.
  • Funds reported $300M of iShares Frontier and Select EM ETF stock for Q2 2014, up 30% quarter-over-quarter.
  • 30 funds opened new iShares Frontier and Select EM ETF positions in Q2 2014 and 2 closed out, a net change of +28 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q2 2014 was Wells Fargo, an estimated $38.9M added.
  • The largest iShares Frontier and Select EM ETF seller in Q2 2014 was Envestnet Asset Management, an estimated $8.04M sold.

Based on aggregated 13F filings for Q2 2014.