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FM

iShares Frontier and Select EM ETF

Delisted

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

123 hedge funds and large institutions have $302M invested in iShares Frontier and Select EM ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $249M → $302M (+$52.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

6% less funds holding

Funds holding: 131123 (-8)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
17
Increased
38
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$91.4M +$92.3K +3,213 New
Morgan Stanley
2
Morgan Stanley
New York
$30.2M -$1.8M -62,687 -6%
Wells Fargo
3
Wells Fargo
California
$17.2M -$1.48M -51,663 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.9M -$63.8K -2,222 -0.4%
AFG
5
Albion Financial Group
Utah
$11.6M +$67.4K +2,347 +0.6%
BWA
6
Burt Wealth Advisors
Maryland
$10.6M +$376K +13,095 +4%
SCM
7
Stonehearth Capital Management
Massachusetts
$6.85M -$194K -6,772 -3%
BlackRock
8
BlackRock
New York
$6.7M -$181K -6,298 -3%
Bank of America
9
Bank of America
North Carolina
$6.61M -$499K -17,370 -7%
BOTW
10
Bank of the West
California
$6.03M -$1.29M -45,087 -18%
PFC
11
Personal Financial Consultants
California
$5.65M +$5.71M +198,820 New
OAM
12
Oppenheimer Asset Management
New York
$5.5M +$382K +13,290 +7%
CSM
13
CAMG Solamere Management
North Carolina
$4.77M +$158K +5,493 +3%
CCMG
14
Clark Capital Management Group
Pennsylvania
$4.66M +$315K +10,976 +7%
UCFA
15
United Capital Financial Advisors
Texas
$4.39M +$97.6K +3,399 +2%
SO
16
STRS Ohio
Ohio
$3.98M +$574K +20,000 +17%
LPL Financial
17
LPL Financial
California
$3.34M +$33.9K +1,181 +1%
PPA
18
Parametric Portfolio Associates
Washington
$3.2M +$46.9K +1,634 +1%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$3.13M -$14.4K -500 -0.5%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$2.94M -$77.8K -2,708 -3%
NYLIM
21
New York Life Investment Management
New York
$2.94M +$106K +3,674 +4%
EWM
22
Empirical Wealth Management
Washington
$2.89M +$373K +12,990 +15%
Jane Street
23
Jane Street
New York
$2.54M -$996K -34,681 -28%
PA
24
Probity Advisors
Texas
$2.33M -$391K -13,614 -14%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$2.23M -$507K -17,645 -18%

FM Hedge Fund Activity: Q3 2018 in Review

123 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2018, worth a combined $302M — up 21% from $249M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FM and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 38 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.01M. The largest seller was City of London Investment Management, exiting entirely with an estimated $15.7M sold.

  • 123 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2018, down from 131 in Q2 2018.
  • Funds reported $302M of iShares Frontier and Select EM ETF stock for Q3 2018, up 21% quarter-over-quarter.
  • 17 funds opened new iShares Frontier and Select EM ETF positions in Q3 2018 and 24 closed out, a net change of -7 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $1.01M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2018 was City of London Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2018.