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FM

iShares Frontier and Select EM ETF

Delisted

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

91 hedge funds and large institutions have $240M invested in iShares Frontier and Select EM ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $220M → $240M (+$20.3M)

2% more funds holding

Funds holding: 8991 (+2)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
20
Increased
23
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
1
William Blair Investment Management
Illinois
$39.6M -$1.97M -78,465 -5%
Morgan Stanley
2
Morgan Stanley
New York
$38M +$2.89M +115,093 +8%
BOTW
3
Bank of the West
California
$21.2M -$3.07M -122,277 -13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.6M -$345K -13,742 -3%
Jane Street
5
Jane Street
New York
$10.4M +$10.5M +420,104 New
Wells Fargo
6
Wells Fargo
California
$8.59M +$1.44M +57,462 +20%
AAP
7
Arax Advisory Partners
Colorado
$8.04M +$8.12M +323,603 New
BWA
8
Burt Wealth Advisors
Maryland
$7.56M +$125K +4,990 +2%
SCM
9
Stonehearth Capital Management
Massachusetts
$6.71M -$75.5K -3,010 -1%
BJ
10
BlackRock Japan
Japan
$6M
Citigroup
11
Citigroup
New York
$5.67M +$517K +20,605 +10%
Bank of America
12
Bank of America
North Carolina
$4.88M -$78.3K -3,121 -2%
3AM
13
3EDGE Asset Management
Florida
$4.82M +$4.87M +194,100 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$4.49M +$132K +5,261 +3%
UCFA
15
United Capital Financial Advisors
Texas
$4.25M -$177K -7,072 -4%
NIPH
16
NN Investment Partners Holdings
Netherlands
$3.46M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.15M +$2.96M +117,925 +1,308%
PPA
18
Parametric Portfolio Associates
Washington
$3.08M +$186K +7,423 +6%
CSM
19
CAMG Solamere Management
North Carolina
$2.66M +$2.69M +107,294 New
RBC
20
Ronald Blue & Co
Georgia
$2.48M +$2.36K +94 +0.1%
EWM
21
Empirical Wealth Management
Washington
$2.19M +$150K +5,983 +7%
LPL Financial
22
LPL Financial
California
$1.98M -$77.2K -3,079 -4%
UBS Group
23
UBS Group
Switzerland
$1.63M -$131K -5,207 -7%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$1.57M +$5.67K +226 +0.4%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$1.57M

FM Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q4 2016, worth a combined $240M — up 9.2% from $220M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FM positions and 17 closed out — a net gain of 3 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.5M. The largest seller was Aberdeen Asset Management, exiting entirely with an estimated $5.1M sold.

  • 91 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q4 2016, up from 89 in Q3 2016.
  • Funds reported $240M of iShares Frontier and Select EM ETF stock for Q4 2016, up 9.2% quarter-over-quarter.
  • 20 funds opened new iShares Frontier and Select EM ETF positions in Q4 2016 and 17 closed out, a net change of +3 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q4 2016 was Jane Street, an estimated $10.5M added.
  • The largest iShares Frontier and Select EM ETF seller in Q4 2016 was Aberdeen Asset Management, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2016.