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FM

iShares Frontier and Select EM ETF

Delisted

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

131 hedge funds and large institutions have $249M invested in iShares Frontier and Select EM ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

10% less funds holding

Funds holding: 146131 (-15)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less capital invested

Capital invested by funds: $348M → $249M (-$99.3M)

54% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 28

Holders
131
Holders Change
-15
Holders Change %
-10.27%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
47
Reduced
40
Closed
28
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.4M -$4.81M -149,379 -12%
Wells Fargo
2
Wells Fargo
California
$18.9M +$177K +5,483 +0.8%
COLIM
3
City of London Investment Management
United Kingdom
$15.7M +$9.4M +291,914 +114%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.1M +$4.38M +135,974 +35%
3AM
5
3EDGE Asset Management
Florida
$14.8M +$944K +29,300 +6%
AFG
6
Albion Financial Group
Utah
$11.7M +$216K +6,723 +2%
BWA
7
Burt Wealth Advisors
Maryland
$10.3M -$337K -10,471 -3%
BOTW
8
Bank of the West
California
$7.41M -$131K -4,065 -2%
Bank of America
9
Bank of America
North Carolina
$7.2M -$6.7M -208,128 -45%
SCM
10
Stonehearth Capital Management
Massachusetts
$7.13M +$181K +5,635 +2%
BlackRock
11
BlackRock
New York
$6.97M +$357K +11,095 +5%
OAM
12
Oppenheimer Asset Management
New York
$5.19M +$704K +21,858 +14%
CSM
13
CAMG Solamere Management
North Carolina
$4.68M +$522K +16,213 +11%
CCMG
14
Clark Capital Management Group
Pennsylvania
$4.41M -$1.28M -39,876 -21%
UCFA
15
United Capital Financial Advisors
Texas
$4.35M -$6.95M -215,899 -59%
Jane Street
16
Jane Street
New York
$3.57M +$1.73M +53,864 +77%
SO
17
STRS Ohio
Ohio
$3.46M
LPL Financial
18
LPL Financial
California
$3.35M +$190K +5,888 +5%
PPA
19
Parametric Portfolio Associates
Washington
$3.2M +$33.5K +1,041 +0.9%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$3.18M
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$3.06M +$161K +4,990 +5%
NYLIM
22
New York Life Investment Management
New York
$2.87M +$129K +4,011 +4%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$2.76M +$3.09M +95,912 New
PA
24
Probity Advisors
Texas
$2.75M +$1.78M +55,395 +139%
UBS Group
25
UBS Group
Switzerland
$2.61M -$975K -30,272 -25%

FM Hedge Fund Activity: Q2 2018 in Review

131 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q2 2018, worth a combined $249M — down 29% from $348M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FM and 13 opened new positions — a net loss of 15 holders — while 40 trimmed existing stakes and 47 added.

The largest buyer was City of London Investment Management, adding an estimated $9.4M. The largest seller was Synovus Financial, cutting an estimated $13.3M.

  • 131 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q2 2018, down from 146 in Q1 2018.
  • Funds reported $249M of iShares Frontier and Select EM ETF stock for Q2 2018, down 29% quarter-over-quarter.
  • 13 funds opened new iShares Frontier and Select EM ETF positions in Q2 2018 and 28 closed out, a net change of -15 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q2 2018 was City of London Investment Management, an estimated $9.4M added.
  • The largest iShares Frontier and Select EM ETF seller in Q2 2018 was Synovus Financial, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2018.