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FM

iShares Frontier and Select EM ETF

Delisted

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

96 hedge funds and large institutions have $197M invested in iShares Frontier and Select EM ETF in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 9096 (+6)

16% less capital invested

Capital invested by funds: $235M → $197M (-$38.4M)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
24
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.6M +$17.1M +630,285 +52%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.7M -$2.23M -82,148 -10%
Bank of America
3
Bank of America
North Carolina
$9.31M -$1.54M -56,601 -13%
Wells Fargo
4
Wells Fargo
California
$7.8M -$11M -405,943 -57%
BWA
5
Burt Wealth Advisors
Maryland
$6.45M +$264K +9,735 +4%
NYLIM
6
New York Life Investment Management
New York
$6.02M -$207K -7,633 -3%
SCM
7
Stonehearth Capital Management
Massachusetts
$5.81M -$755K -27,796 -11%
Jane Street
8
Jane Street
New York
$5.64M +$847K +31,180 +16%
Citigroup
9
Citigroup
New York
$5.39M +$420K +15,460 +8%
CWM
10
Cabot Wealth Management
Massachusetts
$4.97M -$4.66M -171,711 -46%
AEC
11
Advance Emerging Capital
United Kingdom
$4.68M +$5.06M +186,352 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.01M +$60K +2,208 +1%
BOTW
13
Bank of the West
California
$3.76M +$304K +11,194 +8%
CFA
14
Camarda Financial Advisors
Florida
$3.74M -$47.6K -1,752 -1%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$3.62M +$3.91M +144,100 New
UBS Group
16
UBS Group
Switzerland
$3.55M -$1.24M -45,618 -24%
CS
17
Credit Suisse
Switzerland
$3.5M -$342K -12,599 -8%
COLIM
18
City of London Investment Management
United Kingdom
$3.4M -$2.44M -90,000 -40%
UCFA
19
United Capital Financial Advisors
Texas
$3.22M +$1.74M +63,880 +100%
LPL Financial
20
LPL Financial
California
$3.06M -$404K -14,860 -11%
IG
21
ING Group
Netherlands
$2.91M
BCM
22
Bluefin Capital Management
New York
$2.71M +$2.93M +107,820 New
TYCC
23
Texas Yale Capital Corp
Florida
$2.59M +$26.5K +975 +1%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$2.51M
BCI
25
Brinker Capital Investments
Pennsylvania
$2.49M

FM Hedge Fund Activity: Q3 2015 in Review

96 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2015, worth a combined $197M — down 16% from $235M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FM positions and 12 closed out — a net gain of 6 holders — while 24 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was Wells Fargo, cutting an estimated $11M.

  • 96 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2015, up from 90 in Q2 2015.
  • Funds reported $197M of iShares Frontier and Select EM ETF stock for Q3 2015, down 16% quarter-over-quarter.
  • 18 funds opened new iShares Frontier and Select EM ETF positions in Q3 2015 and 12 closed out, a net change of +6 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2015 was Morgan Stanley, an estimated $17.1M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2015 was Wells Fargo, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2015.