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FM

iShares Frontier and Select EM ETF
FM

Delisted

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

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102 hedge funds and large institutions have $149M invested in iShares Frontier and Select EM ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $159K | Put options by funds: $51K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

4% more funds holding

Funds holding: 98 → 102 (+4)

58% less capital invested

Capital invested by funds: $359M → $149M (-$209M)

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
34
Reduced
22
Closed
13
Calls
$159K
Puts
$51K
Net Calls
+$108K
Net Calls Change
+$419K

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
+$27.7M
2
CAL
Capital Analysts LLC
Pennsylvania
+$8.44M
3
LI
LVZ Inc
Michigan
+$2.47M
4
BTI
Blue Trust Inc
Georgia
+$975K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$961K

Top Sellers

1
SAM
Scopus Asset Management
New York
-$1.04M
2
GRP
Global Retirement Partners
California
-$698K
3
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$667K
4
Bank of America
Bank of America
North Carolina
-$504K
5
Wells Fargo
Wells Fargo
California
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1
Tradewinds Capital Management
Washington
$27.6M +$27.7M +1,080,220 New
Morgan Stanley
2
Morgan Stanley
New York
$11M -$306K -11,925 -3%
Wells Fargo
3
Wells Fargo
California
$9.85M -$467K -18,224 -5%
CAL
4
Capital Analysts LLC
Pennsylvania
$9.22M +$8.44M +329,148 +1,055%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$7.56M +$961K +37,497 +15%
BlackRock
6
BlackRock
New York
$6.32M -$1.51K -59 -0%
Bank of America
7
Bank of America
North Carolina
$5.81M -$504K -19,661 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.47M +$631K +24,605 +13%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.29M +$221K +8,633 +4%
SO
10
STRS Ohio
Ohio
$4.91M – – –
EWM
11
Empirical Wealth Management
Washington
$3.87M +$175K +6,818 +5%
DFA
12
DHK Financial Advisors
New Hampshire
$3.17M +$3.69K +144 +0.1%
UBS Group
13
UBS Group
Switzerland
$3.14M +$951K +37,092 +43%
COLIM
14
City of London Investment Management
United Kingdom
$2.69M +$359K +14,000 +15%
BTI
15
Blue Trust Inc
Georgia
$2.56M +$975K +38,029 +61%
LI
16
LVZ Inc
Michigan
$2.47M +$2.47M +96,372 New
CPP
17
Capasso Planning Partners
South Carolina
$2.41M +$129K +5,019 +6%
LSAG
18
Lake Street Advisors Group
New Hampshire
$2.28M – – –
CWM
19
Cabot Wealth Management
Massachusetts
$2.04M +$59.8K +2,331 +3%
CWM
20
Congress Wealth Management
Massachusetts
$1.98M +$44.7K +1,744 +2%
GC
21
Gould Capital
Washington
$1.98M +$257K +10,031 +15%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.72M +$122K +4,767 +8%
CFA
23
Cahill Financial Advisors
Minnesota
$1.67M +$122K +4,773 +8%
MRC
24
Millburn Ridgefield Corp
New York
$1.5M +$744 +29 +0%
APW
25
Acima Private Wealth
Virginia
$1.45M -$24.2K -943 -2%
1
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FM Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q1 2023, worth a combined $149M — down 58% from $359M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FM positions and 13 closed out — a net gain of 5 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $27.7M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $1.04M sold.

  • 102 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q1 2023, up from 98 in Q4 2022.
  • Funds reported $149M of iShares Frontier and Select EM ETF stock for Q1 2023, down 58% quarter-over-quarter.
  • 18 funds opened new iShares Frontier and Select EM ETF positions in Q1 2023 and 13 closed out, a net change of +5 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q1 2023 was Tradewinds Capital Management, an estimated $27.7M added.
  • The largest iShares Frontier and Select EM ETF seller in Q1 2023 was Scopus Asset Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2023.