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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 $217M invested in iShares Frontier and Select EM ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $190M → $217M (+$27M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

1% more funds holding

Funds holding: 130131 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
41
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.1M +$517K +18,335 +2%
Wells Fargo
2
Wells Fargo
California
$22.9M +$5.88M +208,449 +35%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M -$1.43M -50,744 -9%
BWA
4
Burt Wealth Advisors
Maryland
$11.4M +$472K +16,743 +4%
AFG
5
Albion Financial Group
Utah
$11.3M +$20.6K +731 +0.2%
SCM
6
Stonehearth Capital Management
Massachusetts
$7.03M -$52K -1,842 -0.7%
BlackRock
7
BlackRock
New York
$6.79M -$762 -27 -0%
PFC
8
Personal Financial Consultants
California
$6.08M +$957K +33,931 +19%
Bank of America
9
Bank of America
North Carolina
$6.01M -$373K -13,225 -6%
OAM
10
Oppenheimer Asset Management
New York
$5.72M +$216K +7,642 +4%
SO
11
STRS Ohio
Ohio
$5.01M +$903K +32,000 +22%
CSM
12
CAMG Solamere Management
North Carolina
$4.53M +$72.3K +2,564 +2%
TYCC
13
Texas Yale Capital Corp
Florida
$4.42M +$2.64M +93,495 +151%
UCFA
14
United Capital Financial Advisors
Texas
$4.33M -$44.5K -1,576 -1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.98M +$1.08M +38,348 +38%
Millennium Management
16
Millennium Management
New York
$3.16M +$3.13M +110,943 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$3.09M -$42.3K -1,500 -1%
PPA
18
Parametric Portfolio Associates
Washington
$2.99M -$23.9K -846 -0.8%
NEPWA
19
New England Private Wealth Advisors
Massachusetts
$2.98M
LPL Financial
20
LPL Financial
California
$2.84M -$291K -10,327 -9%
EWM
21
Empirical Wealth Management
Washington
$2.79M -$39.5K -1,399 -1%
UBS Group
22
UBS Group
Switzerland
$2.78M +$784K +27,793 +40%
NYLIM
23
New York Life Investment Management
New York
$2.77M -$404K -14,319 -13%
MLIC
24
Mandatum Life Insurance Company
Finland
$2.15M -$18.6K -658 -0.9%
Deutsche Bank
25
Deutsche Bank
Germany
$2.14M +$2.12M +75,290 +198,132%

FM Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q1 2019, worth a combined $217M — up 14% from $190M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FM positions and 16 closed out — a net gain of 2 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.88M. The largest seller was Bank of the West, cutting an estimated $7.23M.

  • 131 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q1 2019, up from 130 in Q4 2018.
  • Funds reported $217M of iShares Frontier and Select EM ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 18 funds opened new iShares Frontier and Select EM ETF positions in Q1 2019 and 16 closed out, a net change of +2 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q1 2019 was Wells Fargo, an estimated $5.88M added.
  • The largest iShares Frontier and Select EM ETF seller in Q1 2019 was Bank of the West, an estimated $7.23M sold.

Based on aggregated 13F filings for Q1 2019.