iShares Frontier and Select EM ETF (FM) Institutional Ownership

$28.15
+0.13 (+0.46%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Frontier and Select EM ETF (NYSEARCA:FM)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.97M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.72M
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FM Institutional Buying and Selling by Quarter

iShares Frontier and Select EM ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024 Gould Asset Management LLC CA7,070$203K0.0%N/A0.048%
4/25/2024 Bear Mountain Capital Inc.976$27K0.0%-27.8%0.006%
4/24/2024 Leavell Investment Management Inc.7,210$207K0.0%-11.3%0.046%
4/2/2024 Heartwood Wealth Advisors LLC29,329$840K0.1%+4.1%0.121%
2/29/2024Acima Private Wealth LLC57,612$1.52M0.6%-1.3%0.238%
2/16/2024Aspect Partners LLC8,649$227K0.1%N/A0.036%
2/9/2024City of London Investment Management Co. Ltd.94,000$2.47M0.2%+3.9%0.388%
1/30/2024 Bear Mountain Capital Inc.1,351$36K0.0%N/A0.006%
1/23/2024 Leavell Investment Management Inc.8,126$214K0.0%-20.1%0.034%
11/9/2023City of London Investment Management Co. Ltd.90,500$2.35M0.2%+101.1%0.373%
10/24/2023 Cambridge Investment Research Advisors Inc.10,625$275K0.0%+15.7%0.044%
10/17/2023 Heartwood Wealth Advisors LLC28,185$731K0.1%+1.9%0.116%
10/16/2023 Leavell Investment Management Inc.10,164$263K0.0%-6.9%0.042%
10/11/2023 Worth Asset Management LLC36,906$957K0.8%N/A0.152%
8/15/2023Cahill Financial Advisors Inc.66,552$1.72M0.3%+2.2%0.274%
8/11/2023City of London Investment Management Co. Ltd.45,000$1.16M0.1%-57.1%0.186%
7/19/2023 Heartwood Wealth Advisors LLC27,660$716K0.1%+1.7%0.099%
7/19/2023 Leavell Investment Management Inc.10,920$283K0.0%-12.7%0.039%
7/13/2023 Crescent Grove Advisors LLC13,128$340K0.0%+8.0%0.047%
5/12/2023Cahill Financial Advisors Inc.65,115$1.67M0.3%+7.9%0.231%
5/3/2023 Crescent Grove Advisors LLC12,158$311K0.0%N/A0.043%
4/14/2023 Heartwood Wealth Advisors LLC27,197$696K0.1%+6.0%0.103%
4/13/2023 Leavell Investment Management Inc.12,511$320K0.0%-9.6%0.047%
2/3/2023Ellevest Inc.17,393$443K0.0%+5.3%0.067%
2/2/2023 Congress Wealth Management LLC DE75,720$1.93M0.0%+2.6%0.290%
1/31/2023DHK Financial Advisors Inc.123,747$3.15M4.4%+0.5%0.473%
1/17/2023 Leavell Investment Management Inc.13,840$353K0.0%+15.7%0.056%
1/12/2023 Heartwood Wealth Advisors LLC25,655$653K0.1%+20.6%0.104%
11/23/2022Gould Capital LLC70,086$1.71M1.5%+1.3%0.545%
11/15/2022Cahill Financial Advisors Inc.57,852$1.41M0.3%+4.5%0.450%
11/14/2022OLD Mission Capital LLC76,857$1.87M0.1%-51.3%0.598%
11/10/2022City of London Investment Management Co. Ltd.91,000$2.22M0.2%N/A0.708%
11/9/2022 Congress Wealth Management LLC DE73,823$1.80M0.0%+2.5%0.574%
11/8/2022DHK Financial Advisors Inc.123,180$3M4.9%+1.5%0.959%
10/31/2022Baltimore Washington Financial Advisors Inc.1,076$262K0.0%N/A0.008%
10/25/2022 Heartwood Wealth Advisors LLC21,272$518K0.1%+8.4%0.166%
10/17/2022 Leavell Investment Management Inc.11,959$291K0.0%+32.5%0.093%
8/16/2022DHK Financial Advisors Inc.121,331$3.25M3.1%+6.1%0.944%
8/12/2022 Congress Wealth Management LLC DE72,037$1.93M0.0%-1.4%0.561%
8/8/2022Cahill Financial Advisors Inc.55,378$1.49M0.3%+7.2%0.431%
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8/5/2022OLD Mission Capital LLC157,959$4.24M0.1%-59.3%1.229%
8/2/2022 CX Institutional40,679$1.09M0.1%-32.7%0.317%
7/28/2022 Leavell Investment Management Inc.9,027$242K0.0%+16.5%0.069%
5/13/2022McGowan Group Asset Management Inc.15,420$501K0.1%-7.2%0.111%
5/12/2022Cahill Financial Advisors Inc.51,677$1.68M0.3%-1.0%0.365%
5/11/2022 Atlas Capital Advisors LLC6,353$207K0.0%+8.2%0.045%
5/4/2022 Leuthold Group LLC6,578$214K0.0%N/A0.046%
5/2/2022Acima Private Wealth LLC49,138$1.60M0.7%-24.6%0.347%
4/26/2022 Heartwood Wealth Advisors LLC19,317$628K0.1%+3.0%0.135%
4/21/2022 Leavell Investment Management Inc.7,748$252K0.0%+6.8%0.054%
4/13/2022Transparent Wealth Partners LLC114,342$3.72M3.1%N/A0.794%
3/10/2022Acima Private Wealth LLC65,132$2.25M1.0%-3.1%0.442%
2/11/2022Cahill Financial Advisors Inc.52,216$1.80M0.3%+5.9%0.354%
2/10/2022OLD Mission Capital LLC128,794$4.45M0.2%+330.1%0.873%
2/4/2022 Congress Wealth Management LLC DE110,792$3.82M0.1%N/A0.751%
2/1/2022 Atlas Capital Advisors LLC5,874$203K0.0%+7.7%0.040%
1/20/2022 Leavell Investment Management Inc.7,258$250K0.0%N/A0.049%
1/12/2022IFP Advisors Inc19,416$683K0.0%+18,045.8%0.132%
1/12/2022 Heartwood Wealth Advisors LLC18,754$647K0.1%+9.5%0.127%
1/11/2022 Symmetry Partners LLC117,177$4.04M0.3%+2.6%0.794%
11/15/2021Flow Traders U.S. LLC6,139$208K0.0%-14.6%0.042%
11/15/2021McGowan Group Asset Management Inc.14,121$479K0.1%+3.7%0.096%
11/12/2021OLD Mission Capital LLC29,945$1.02M0.0%N/A0.203%
11/4/2021 Almanack Investment Partners LLC.28,916$981K0.1%-5.1%0.197%
11/3/2021 Nvwm LLC19,887$675K0.2%N/A0.136%
10/18/2021 Symmetry Partners LLC114,212$3.90M0.3%+4.2%0.780%
8/24/2021Flow Traders U.S. LLC7,189$239K0.0%N/A0.050%
8/17/2021Cahill Financial Advisors Inc.49,821$1.65M0.4%+1.4%0.345%
8/11/2021McGowan Group Asset Management Inc.13,611$452K0.1%N/A0.094%
8/11/2021 Bank of New York Mellon Corp6,200$206K0.0%N/A0.043%
8/5/2021 Gould Asset Management LLC CA6,015$200K0.1%N/A0.042%
8/4/2021 Almanack Investment Partners LLC.30,463$1.01M0.1%-24.2%0.211%
8/4/2021 CX Institutional49,499$1.64M0.1%-43.3%0.343%
8/2/2021 Disciplined Investments LLC1,040$35K0.0%N/A0.007%
7/31/2021 Atlas Capital Advisors LLC5,453$181K0.0%+68.9%0.038%
5/14/2021Acima Private Wealth LLC66,117$1.95M1.0%+8.4%0.464%
5/11/2021 Almanack Investment Partners LLC.40,201$1.19M0.1%-38.5%0.282%
5/3/2021 Symmetry Partners LLC110,401$3.26M0.2%+9.6%0.761%
4/26/2021 Whittier Trust Co. of Nevada Inc.1,998$59K0.0%-78.4%0.014%
4/19/2021 Heartwood Wealth Advisors LLC13,362$394K0.1%N/A0.092%
4/15/2021 CX Institutional87,277$2.57M0.2%+10.9%0.602%
2/18/2021 Symmetry Partners LLC100,767$2.86M0.2%+5.8%0.693%
2/17/2021Cahill Financial Advisors Inc.47,616$1.35M0.3%+4.6%0.327%
2/13/2021 Tompkins Financial Corp9,248$197K0.0%N/A0.064%
2/6/2021 Tompkins Financial Corp9,248$197K0.0%N/A0.064%
2/5/2021Ellevest Inc.15,985$453K0.1%+2.7%0.110%
2/3/2021 Almanack Investment Partners LLC.65,362$1.85M0.2%+1.2%0.449%
1/12/2021 CX Institutional78,698$2.23M0.2%+36.3%0.541%
11/17/2020Cahill Financial Advisors Inc.45,522$1.17M0.4%+3.7%0.313%
11/3/2020 Symmetry Partners LLC95,241$2.44M0.2%+0.7%0.655%
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10/28/2020 Heartwood Wealth Advisors LLC13,714$351K0.1%+24.1%0.094%
10/13/2020 CX Institutional57,755$1.48M0.2%+14.6%0.397%
8/12/2020Cahill Financial Advisors Inc.43,889$1.06M0.4%+5.3%0.302%
8/6/2020 CX Institutional50,392$1.22M0.2%+23.3%0.346%
8/5/2020 Heartwood Wealth Advisors LLC11,055$268K0.1%N/A0.076%
7/28/2020 Atlas Capital Advisors LLC3,229$78K0.0%+25.6%0.022%
7/23/2020Strs Ohio192,000$4.65M0.0%+9.1%1.320%
7/20/2020 Symmetry Partners LLC94,560$2.29M0.3%+2.1%0.650%
5/18/2020Cahill Financial Advisors Inc.41,673$890K0.4%+2.0%0.281%
5/15/2020 Symmetry Partners LLC92,627$1.98M0.4%+12.2%0.624%
(Data available from 1/1/2016 forward)

FM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FM shares?

During the previous two years, 20 institutional investors and hedge funds held shares of iShares Frontier and Select EM ETF. The most heavily invested institutionals were DHK Financial Advisors Inc. ($3.15M), City of London Investment Management Co. Ltd. ($2.47M), Congress Wealth Management LLC DE ($1.93M), OLD Mission Capital LLC ($1.87M), Cahill Financial Advisors Inc. ($1.72M), Gould Capital LLC ($1.71M), and Acima Private Wealth LLC ($1.52M).Learn more on FM's institutional investors.

Which institutional investors have been buying iShares Frontier and Select EM ETF stock?

Of the 16 institutional investors that purchased iShares Frontier and Select EM ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: City of London Investment Management Co. Ltd. ($140K), Worth Asset Management LLC ($36.91K), Crescent Grove Advisors LLC ($13.13K), Cahill Financial Advisors Inc. ($12.39K), Heartwood Wealth Advisors LLC ($9.70K), DHK Financial Advisors Inc. ($9.41K), and Aspect Partners LLC ($8.65K).

How much institutional buying is happening at iShares Frontier and Select EM ETF?

Institutional investors have bought a total of 253,137 shares in the last 24 months. This purchase volume represents approximately $6.43M in transactions.

Which iShares Frontier and Select EM ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares Frontier and Select EM ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($310.79K), City of London Investment Management Co. Ltd. ($60K), CX Institutional ($19.81K), Leavell Investment Management Inc. ($6.63K), McGowan Group Asset Management Inc. ($1.21K), Congress Wealth Management LLC DE ($1.03K), and Acima Private Wealth LLC ($730.00).

How much institutional selling is happening at iShares Frontier and Select EM ETF?

Institutional investors have sold a total of 401,103 shares in the last 24 months. This volume of shares sold represents approximately $10.51M in transactions.


This page (NYSEARCA:FM) was last updated on 5/10/2024 by MarketBeat.com Staff

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