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FM

iShares Frontier and Select EM ETF

Delisted

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

107 hedge funds and large institutions have $362M invested in iShares Frontier and Select EM ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

21% more capital invested

Capital invested by funds: $300M → $362M (+$61.9M)

5% more funds holding

Funds holding: 102107 (+5)

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
43
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.9M +$21.3M +553,581 +91%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.5M +$9.06M +235,332 +38%
Wells Fargo
3
Wells Fargo
California
$31.8M -$15M -389,939 -32%
U
4
UBS
Switzerland
$26.9M +$14.9M +386,856 +119%
Bank of America
5
Bank of America
North Carolina
$22.6M +$4.72M +122,449 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.1M +$2.17M +56,258 +14%
TAG
7
Tactical Allocation Group
Michigan
$14.7M +$5.4M +140,119 +56%
BTS
8
BB&T Securities
Virginia
$14.5M +$308K +8,009 +26%
BFA
9
Beaumont Financial Advisors
Massachusetts
$13.1M -$641K -16,646 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$11.3M -$7.28M -189,043 -39%
MCM
11
Moore Capital Management
New York
$8.95M +$9.11M +236,500 New
NYLIM
12
New York Life Investment Management
New York
$6.83M +$1.62M +42,084 +30%
CWM
13
Cabot Wealth Management
Massachusetts
$6.72M +$95.4K +2,477 +1%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$6.53M +$5.59M +145,168 +528%
BCM
15
Bluefin Capital Management
New York
$6.43M +$3.9M +101,365 +148%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$6.14M +$6.25M +162,224 New
State Street
17
State Street
Massachusetts
$5.3M +$1.42M +37,000 +36%
Jane Street
18
Jane Street
New York
$5.08M +$5.17M +134,185 New
IG
19
ING Group
Netherlands
$4.56M
Northern Trust
20
Northern Trust
Illinois
$4.44M +$413K +10,720 +10%
Invesco
21
Invesco
Georgia
$4.33M +$776K +20,157 +21%
CFA
22
Camarda Financial Advisors
Florida
$4.06M -$96.8K -2,513 -2%
BCI
23
Brinker Capital Investments
Pennsylvania
$3.75M +$655K +17,000 +21%
Citigroup
24
Citigroup
New York
$3.7M -$3.22M -83,505 -46%
LPL Financial
25
LPL Financial
California
$3.61M +$298K +7,728 +9%

FM Hedge Fund Activity: Q3 2014 in Review

107 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2014, worth a combined $362M — up 21% from $300M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FM positions and 14 closed out — a net gain of 6 holders — while 43 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.3M. The largest seller was Wells Fargo, cutting an estimated $15M.

  • 107 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2014, up from 102 in Q2 2014.
  • Funds reported $362M of iShares Frontier and Select EM ETF stock for Q3 2014, up 21% quarter-over-quarter.
  • 20 funds opened new iShares Frontier and Select EM ETF positions in Q3 2014 and 14 closed out, a net change of +6 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2014 was Morgan Stanley, an estimated $21.3M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2014 was Wells Fargo, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2014.