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FM

iShares Frontier and Select EM ETF

Delisted

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

130 hedge funds and large institutions have $190M invested in iShares Frontier and Select EM ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

6% more funds holding

Funds holding: 123130 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

37% less capital invested

Capital invested by funds: $302M → $190M (-$112M)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
40
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.4M -$3.48M -127,503 -12%
Wells Fargo
2
Wells Fargo
California
$15.6M -$266K -9,743 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.7M +$1.05M +38,387 +7%
AFG
4
Albion Financial Group
Utah
$10.4M -$309K -11,333 -3%
BWA
5
Burt Wealth Advisors
Maryland
$10.1M +$347K +12,729 +3%
BOTW
6
Bank of the West
California
$7.65M +$2.2M +80,757 +38%
SCM
7
Stonehearth Capital Management
Massachusetts
$6.51M +$218K +8,010 +3%
BlackRock
8
BlackRock
New York
$6.24M +$77.2K +2,831 +1%
Bank of America
9
Bank of America
North Carolina
$5.87M -$217K -7,951 -3%
OAM
10
Oppenheimer Asset Management
New York
$5.06M -$3.19K -117 -0.1%
PFC
11
Personal Financial Consultants
California
$4.7M -$525K -19,241 -10%
CSM
12
CAMG Solamere Management
North Carolina
$4.1M -$302K -11,093 -7%
UCFA
13
United Capital Financial Advisors
Texas
$4.02M -$19.3K -708 -0.5%
SO
14
STRS Ohio
Ohio
$3.77M +$109K +4,000 +3%
Jane Street
15
Jane Street
New York
$3.41M +$1.13M +41,401 +46%
NYLIM
16
New York Life Investment Management
New York
$2.92M +$225K +8,245 +8%
LPL Financial
17
LPL Financial
California
$2.88M -$202K -7,413 -6%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$2.88M
PPA
19
Parametric Portfolio Associates
Washington
$2.77M -$182K -6,667 -6%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$2.74M +$34.2K +1,256 +1%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.65M +$2.01M +73,752 +268%
EWM
22
Empirical Wealth Management
Washington
$2.6M -$63.5K -2,330 -2%
GWM
23
Geneos Wealth Management
Colorado
$2.41M +$617K +22,620 +33%
MLIC
24
Mandatum Life Insurance Company
Finland
$1.99M +$125K +4,591 +6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.84M +$961K +35,252 +100%

FM Hedge Fund Activity: Q4 2018 in Review

130 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q4 2018, worth a combined $190M — down 37% from $302M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FM positions and 17 closed out — a net gain of 8 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Bank of the West, adding an estimated $2.2M. The largest seller was Ameriprise, exiting entirely with an estimated $91.4M sold.

  • 130 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q4 2018, up from 123 in Q3 2018.
  • Funds reported $190M of iShares Frontier and Select EM ETF stock for Q4 2018, down 37% quarter-over-quarter.
  • 25 funds opened new iShares Frontier and Select EM ETF positions in Q4 2018 and 17 closed out, a net change of +8 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q4 2018 was Bank of the West, an estimated $2.2M added.
  • The largest iShares Frontier and Select EM ETF seller in Q4 2018 was Ameriprise, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2018.