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FM

iShares Frontier and Select EM ETF

Delisted

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

97 hedge funds and large institutions have $159M invested in iShares Frontier and Select EM ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $130M → $159M (+$29.1M)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

5% less funds holding

Funds holding: 10297 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
28
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tradewinds Capital Management
Washington
$17.7M +$17.1M +693,210 New
Wells Fargo
2
Wells Fargo
California
$17.3M -$591K -23,913 -3%
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$9.46M +$7.16M +289,498 +360%
Morgan Stanley
4
Morgan Stanley
New York
$8.34M -$816K -32,989 -9%
BlackRock
5
BlackRock
New York
$6.33M -$717 -29 -0%
SCM
6
Stonehearth Capital Management
Massachusetts
$6.18M +$145K +5,854 +2%
COLIM
7
City of London Investment Management
United Kingdom
$6.06M -$3.57M -144,594 -38%
Jane Street
8
Jane Street
New York
$5.51M -$1.06M -42,770 -17%
Bank of America
9
Bank of America
North Carolina
$5.17M +$551K +22,277 +12%
BWA
10
Burt Wealth Advisors
Maryland
$4.98M -$432K -17,486 -8%
SO
11
STRS Ohio
Ohio
$4.91M
OAM
12
Oppenheimer Asset Management
New York
$4.58M -$241K -9,749 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.33M -$214K -8,665 -6%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$3.19M +$246K +9,970 +9%
PPA
15
Parametric Portfolio Associates
Washington
$3.17M +$161K +6,524 +6%
UBS Group
16
UBS Group
Switzerland
$2.97M -$373K -15,080 -11%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$2.67M
LI
18
LVZ Inc
Michigan
$2.5M +$1.56M +63,282 +184%
SP
19
Symmetry Partners
Connecticut
$2.44M +$16.8K +681 +0.7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.42M +$1.69M +68,516 +262%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.25M +$400K +16,189 +23%
TYCC
22
Texas Yale Capital Corp
Florida
$2.17M -$51.9K -2,100 -2%
EWM
23
Executive Wealth Management
Michigan
$2.1M +$2.03M +82,256 New
PAG
24
Pinnacle Advisory Group
Maryland
$2.08M +$250K +10,121 +14%
EWM
25
Empirical Wealth Management
Washington
$2.04M +$10.8K +437 +0.6%

FM Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q3 2020, worth a combined $159M — up 22% from $130M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FM and 11 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $17.1M. The largest seller was City of London Investment Management, cutting an estimated $3.57M.

  • 97 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q3 2020, down from 102 in Q2 2020.
  • Funds reported $159M of iShares Frontier and Select EM ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 11 funds opened new iShares Frontier and Select EM ETF positions in Q3 2020 and 16 closed out, a net change of -5 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q3 2020 was Tradewinds Capital Management, an estimated $17.1M added.
  • The largest iShares Frontier and Select EM ETF seller in Q3 2020 was City of London Investment Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q3 2020.