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FM

iShares Frontier and Select EM ETF

Delisted

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

98 hedge funds and large institutions have $359M invested in iShares Frontier and Select EM ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more capital invested

Capital invested by funds: $124M → $359M (+$235M)

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 10298 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $311K

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
34
Reduced
18
Closed
21
Calls
Puts
$311K
Net Calls
-$311K
Net Calls Change
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$253M +$125K +5,051 New
Morgan Stanley
2
Morgan Stanley
New York
$11.2M +$2.73M +110,276 +33%
Wells Fargo
3
Wells Fargo
California
$10.3M -$1.85M -74,473 -16%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$6.57M +$853K +34,418 +15%
BlackRock
5
BlackRock
New York
$6.29M +$20.6K +831 +0.3%
Bank of America
6
Bank of America
North Carolina
$6.28M +$210K +8,475 +4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$2.16M +87,228 +79%
SO
8
STRS Ohio
Ohio
$4.89M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.81M +$879K +35,471 +23%
EWM
10
Empirical Wealth Management
Washington
$3.68M +$458K +18,483 +15%
DFA
11
DHK Financial Advisors
New Hampshire
$3.15M +$14.1K +567 +0.5%
COLIM
12
City of London Investment Management
United Kingdom
$2.32M
CPP
13
Capasso Planning Partners
South Carolina
$2.27M +$56.9K +2,294 +3%
LSAG
14
Lake Street Advisors Group
New Hampshire
$2.27M +$6.74K +272 +0.3%
UBS Group
15
UBS Group
Switzerland
$2.18M -$970K -39,129 -31%
CWM
16
Cabot Wealth Management
Massachusetts
$1.97M +$23.4K +944 +1%
CWM
17
Congress Wealth Management
Massachusetts
$1.93M +$47K +1,897 +3%
GC
18
Gould Capital
Washington
$1.72M -$66.4K -2,679 -4%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.58M +$1.53M +61,848 New
CFA
20
Cahill Financial Advisors
Minnesota
$1.54M +$61.7K +2,490 +4%
BTI
21
Blue Trust Inc
Georgia
$1.52M +$843K +34,010 +120%
MRC
22
Millburn Ridgefield Corp
New York
$1.5M +$6.15K +248 +0.4%
APW
23
Acima Private Wealth
Virginia
$1.47M +$310K +12,491 +28%
RIA
24
Regal Investment Advisors
Michigan
$1.33M -$27.2K -1,096 -2%
EWM
25
Endowment Wealth Management
Wisconsin
$1.27M +$137K +5,536 +12%

FM Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q4 2022, worth a combined $359M — up 190% from $124M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FM and 18 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 34 added.

The largest buyer was Morgan Stanley, adding an estimated $2.73M. The largest seller was Jane Street, exiting entirely with an estimated $14.8M sold.

  • 98 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q4 2022, down from 102 in Q3 2022.
  • Funds reported $359M of iShares Frontier and Select EM ETF stock for Q4 2022, up 190% quarter-over-quarter.
  • 18 funds opened new iShares Frontier and Select EM ETF positions in Q4 2022 and 21 closed out, a net change of -3 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q4 2022 was Morgan Stanley, an estimated $2.73M added.
  • The largest iShares Frontier and Select EM ETF seller in Q4 2022 was Jane Street, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2022.