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FM

iShares Frontier and Select EM ETF

Delisted

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

96 hedge funds and large institutions have $177M invested in iShares Frontier and Select EM ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $82K | Put options by funds: $21K

56% more capital invested

Capital invested by funds: $114M → $177M (+$63.6M)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

3% more funds holding

Funds holding: 9396 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
31
Reduced
27
Closed
9
Calls
$82K
Puts
$21K
Net Calls
+$61K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$57.6M +$55.2M +2,124,069 +3,218%
Morgan Stanley
2
Morgan Stanley
New York
$20.2M +$8.28M +318,550 +71%
Wells Fargo
3
Wells Fargo
California
$9.84M -$685K -26,346 -7%
CAL
4
Capital Analysts LLC
Pennsylvania
$9.83M +$219K +8,433 +2%
SO
5
STRS Ohio
Ohio
$5.05M
DFA
6
DHK Financial Advisors
New Hampshire
$4.43M +$427K +16,438 +11%
OMC
7
Old Mission Capital
Illinois
$4.38M -$1.1M -42,268 -20%
EWM
8
Empirical Wealth Management
Washington
$4.25M +$172K +6,631 +4%
EFN
9
Equita Financial Network
Pennsylvania
$4.04M -$149K -5,716 -4%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$3.1M +$3.05M +117,214 +15,443%
CPP
11
Capasso Planning Partners
South Carolina
$2.91M +$220K +8,479 +8%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.9M +$655K +25,200 +30%
COLIM
13
City of London Investment Management
United Kingdom
$2.47M +$91K +3,500 +4%
LSAG
14
Lake Street Advisors Group
New Hampshire
$2.43M +$47.4K +1,825 +2%
LI
15
LVZ Inc
Michigan
$2.13M +$2.1M +80,813 New
CWM
16
Cabot Wealth Management
Massachusetts
$2.09M +$55.3K +2,127 +3%
GC
17
Gould Capital
Washington
$2.02M -$46.6K -1,793 -2%
MRC
18
Millburn Ridgefield Corp
New York
$1.97M +$402K +15,474 +26%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.93M -$673K -25,892 -26%
CFA
20
Cahill Financial Advisors
Minnesota
$1.85M +$90K +3,464 +5%
EWM
21
Endowment Wealth Management
Wisconsin
$1.76M +$79.4K +3,055 +5%
PAS
22
Park Avenue Securities
New York
$1.75M +$71.6K +2,754 +4%
CWM
23
Congress Wealth Management
Massachusetts
$1.71M +$55.8K +2,145 +3%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.7M -$8.42K -324 -0.5%
RIA
25
Regal Investment Advisors
Michigan
$1.57M +$54K +2,079 +4%

FM Hedge Fund Activity: Q4 2023 in Review

96 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Frontier and Select EM ETF (FM) for Q4 2023, worth a combined $177M — up 56% from $114M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FM positions and 9 closed out — a net gain of 4 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $55.2M. The largest seller was Bank of America, cutting an estimated $4.99M.

  • 96 institutional investors held iShares Frontier and Select EM ETF (FM) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $177M of iShares Frontier and Select EM ETF stock for Q4 2023, up 56% quarter-over-quarter.
  • 13 funds opened new iShares Frontier and Select EM ETF positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest iShares Frontier and Select EM ETF buyer in Q4 2023 was Jane Street, an estimated $55.2M added.
  • The largest iShares Frontier and Select EM ETF seller in Q4 2023 was Bank of America, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2023.