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FM

iShares Frontier and Select EM ETF

Delisted

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

105 hedge funds and large institutions have $165M invested in iShares Frontier and Select EM ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

11% more capital invested

Capital invested by funds: $149M → $165M (+$16.4M)

4% more funds holding

Funds holding: 101105 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$20.7M +$1.64M +51,696 +9%
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$8.84M +$8.45M +266,290 New
BlackRock
3
BlackRock
New York
$8.39M +$119K +3,752 +2%
Morgan Stanley
4
Morgan Stanley
New York
$8.23M +$111K +3,506 +1%
Bank of America
5
Bank of America
North Carolina
$7.21M +$228K +7,199 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$6.72M +$227K +7,155 +4%
SO
7
STRS Ohio
Ohio
$6.37M
OAM
8
Oppenheimer Asset Management
New York
$6.08M +$281K +8,859 +5%
ASI
9
Advisory Services & Investments
Oregon
$5.26M -$60.6K -1,910 -1%
CWM
10
Cabot Wealth Management
Massachusetts
$5.18M -$18.2K -574 -0.4%
EWM
11
Executive Wealth Management
Michigan
$4.05M +$3.87M +122,111 New
LI
12
LVZ Inc
Michigan
$3.85M +$182K +5,725 +5%
SP
13
Symmetry Partners
Connecticut
$3.64M -$24.3K -765 -0.7%
PPA
14
Parametric Portfolio Associates
Washington
$3.6M -$119K -3,747 -3%
UBS Group
15
UBS Group
Switzerland
$3.58M +$164K +5,172 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.52M -$267K -8,411 -7%
EWM
17
Empirical Wealth Management
Washington
$3.35M +$1.23M +38,762 +62%
TYCC
18
Texas Yale Capital Corp
Florida
$3.05M +$89.1K +2,810 +3%
LSAG
19
Lake Street Advisors Group
New Hampshire
$2.9M +$2.74M +86,287 New
NL
20
NEPC LLC
Massachusetts
$2.77M +$2.64M +83,365 New
MAM
21
MMA Asset Management
Pennsylvania
$2.69M +$2.57M +80,941 New
Osaic Holdings
22
Osaic Holdings
Arizona
$2.37M +$179K +5,642 +9%
Jane Street
23
Jane Street
New York
$2.27M -$8.05M -253,783 -79%
6M
24
6 Meridian
Kansas
$2.26M +$54.8K +1,727 +3%
Man Group
25
Man Group
United Kingdom
$2.24M +$284K +8,947 +15%

FM Hedge Fund Activity: Q2 2021 in Review

105 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q2 2021, worth a combined $165M — up 11% from $149M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FM positions and 16 closed out — a net gain of 5 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $8.45M. The largest seller was Jane Street, cutting an estimated $8.05M.

  • 105 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q2 2021, up from 101 in Q1 2021.
  • Funds reported $165M of iShares Frontier and Select EM ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 21 funds opened new iShares Frontier and Select EM ETF positions in Q2 2021 and 16 closed out, a net change of +5 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q2 2021 was Beacon Harbor Wealth Advisors, an estimated $8.45M added.
  • The largest iShares Frontier and Select EM ETF seller in Q2 2021 was Jane Street, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2021.