iShares Frontier and SelectFMETF
13F holders, Q1 2024 (March 31)103holders
2famous investors
$28.65avg. 13F price*
At the end of Q1 2024, 103 institutions reported holding iShares Frontier and Select (FM) in their 13F filings. The largest holders were Jane Street Group, LLC ($18.3M), Morgan Stanley ($11.5M) and Capital Analysts, LLC ($11.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Frontier and Select
- CUSIP
- 464286145
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.2M |
| Exits | 6 | $2.8M |
Ownership 103 holders
| Jane Street Group, LLC | 0.02% | Reduce -70.8% | 638,568 | $18.3M |
| Morgan Stanley | 0.00% | Add +4.9% | 402,508 | $11.5M |
| Capital Analysts, LLC | 0.51% | Add +2.8% | 384,165 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 374,451 | $10.7M |
| STRS Ohio | 0.02% | No change | 192,000 | $5.5M |
| Equita Financial Network, Inc. | 2.31% | Add +17.2% | 179,758 | $5.2M |
| DHK Financial Advisors, Inc. | 3.42% | Add +0.0% | 168,442 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +1.0% | 163,067 | $4.7M |
| Man Group plc | 0.01% | Add +291.8% | 155,757 | $4.5M |
| Old Mission Capital LLC | 0.11% | Reduce -8.8% | 151,950 | $4.4M |
| Capasso Planning Partners LLC | 1.37% | Add +4.2% | 115,330 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -2.7% | 114,808 | $3.3M |
| City of London Investment Management Co. Ltd. | 0.23% | Add +3.2% | 97,000 | $2.8M |
| Lake Street Advisors Group, LLC | 0.12% | No change | 92,331 | $2.6M |
| Gould Capital, LLC | 1.72% | Add +10.7% | 85,012 | $2.4M |
| Acima Private Wealth, LLC | 0.87% | Add +43.1% | 82,440 | $2.4M |
| Cabot Wealth Management Inc. | 0.30% | Add +0.6% | 79,794 | $2.3M |
| LVZ, Inc. | 0.30% | Reduce -4.5% | 77,153 | $2.2M |
| Texas Yale Capital Corp. | 0.10% | Add +431.1% | 75,686 | $2.2M |
| Millburn Ridgefield LLC | 0.06% | Reduce -2.0% | 73,573 | $2.1M |
| Park Avenue Securities LLC | 0.03% | Add +5.8% | 70,224 | $2.0M |
| Cahill Financial Advisors Inc. | 0.26% | Reduce -4.8% | 67,051 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 63,529 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.3% | 62,860 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -43.0% | 62,812 | $1.8M |
| CW Advisors, LLC | 0.03% | Reduce -5.2% | 61,738 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Add +1.6% | 60,547 | $1.7M |
| Endowment Wealth Management, Inc. | 1.28% | Reduce -11.3% | 59,493 | $1.7M |
| State Street Corp. | 0.00% | Add +109.4% | 58,000 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 51,970 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +57.2% | 51,507 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | New | 35,306 | $1.0M |
| Urban Financial Advisory Corp | 0.57% | Add +4.1% | 32,643 | $935K |
| UBS Group AG | 0.00% | Reduce -42.6% | 32,572 | $933K |
| Susquehanna International Group, LLP | 0.00% | Add +46.2% | 30,375 | $870K |
| Heartwood Wealth Advisors LLC | 0.10% | Add +4.1% | 29,329 | $840K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.2% | 23,825 | $683K |
| Creative Planning | 0.00% | Reduce -16.1% | 22,909 | $656K |
| Hancock Whitney Corp. | 0.02% | Reduce -41.7% | 20,989 | $601K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.1% | 20,864 | $598K |
| Allianz Asset Management GmbH | 0.00% | New | 20,000 | $573K |
| Citizens Financial Group Inc. | 0.02% | No change | 19,976 | $572K |
| New England Private Wealth Advisors LLC | 0.10% | No change | 19,401 | $555K |
| Ellevest, Inc. | 0.03% | Add +2.4% | 18,552 | $532K |
| Financial & Tax Architects, LLC | 0.14% | Add +7.6% | 18,330 | $525K |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 17,326 | $496K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 17,278 | $495K |
| Geneos Wealth Management Inc. | 0.02% | Add +3.4% | 14,122 | $405K |
| Claro Advisors Inc. | 0.07% | Add +0.3% | 13,654 | $391K |
| Rockingstone Advisors LLC | 0.20% | Reduce -13.8% | 13,433 | $385K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 13,128 | $376K |
| D. E. Shaw & Co. | 0.00% | Add +25.7% | 12,788 | $366K |
| Wambolt & Associates, LLC | 0.11% | Reduce -52.9% | 12,534 | $359K |
| Brighton Jones LLC | 0.01% | No change | 11,981 | $343K |
| Destination Wealth Management | 0.01% | Add +16.7% | 10,673 | $306K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 10,353 | $297K |
| Scotia Capital Inc. | 0.00% | Add +11.2% | 9,052 | $259K |
| Aspect Partners, LLC | 0.17% | Reduce -10.6% | 7,730 | $221K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -11.3% | 7,210 | $207K |
| Mandatum Life Insurance Co Ltd | 0.07% | New | 7,163 | $205K |
| Gould Asset Management LLC | 0.05% | New | 7,070 | $203K |
| Royal Bank of Canada | 0.00% | Reduce -85.2% | 4,907 | $140K |
| Comerica Bank | 0.00% | No change | 4,711 | $135K |
| Tradewinds Capital Management, LLC | 0.03% | New | 4,370 | $125K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.2% | 4,292 | $123K |
| 4Thought Financial Group Inc. | 0.05% | Reduce -3.7% | 2,458 | $70K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 1,490 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,321 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 1,283 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,094 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -27.8% | 976 | $27K |
| NorthRock Partners, LLC | 0.00% | New | 876 | $25K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 908 | $24K |
| Arax Advisory Partners | 0.00% | Reduce -1.1% | 694 | $20K |
| Robinson Capital Management, LLC | 0.01% | Reduce -17.6% | 700 | $19K |
| Simplex Trading, LLC | 0.00% | New | 629 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 507 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -7.7% | 495 | $14K |
| Blair William & Co. | 0.00% | Reduce -57.2% | 443 | $13K |
| Citigroup Inc. | 0.00% | No change | 315 | $9K |
| JPMorgan Chase & Co. | 0.00% | Add +19.2% | 286 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 226 | $6K |
| Bank of Montreal | 0.00% | Reduce -87.1% | 185 | $5K |
| Nvwm, LLC | 0.00% | No change | 140 | $4K |
| Realta Investment Advisors | 0.00% | New | 105 | $3K |
| Tsfg, LLC | 0.00% | No change | 88 | $3K |
| Cwm, LLC | 0.00% | No change | 116 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 91 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 76 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 74 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 60 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 50 | $1K |
| Allworth Financial LP | 0.00% | No change | 45 | $1K |
| Spire Wealth Management | 0.00% | No change | 30 | $860 |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $716 |
| Bank of America Corp. | 0.00% | Reduce -99.7% | 24 | $688 |
| Key Financial Inc | 0.00% | No change | 12 | $344 |
| BNP Paribas Financial Markets | 0.00% | New | 11 | $315 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $303 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.3% | 10 | $286 |
| Atlas Capital Advisors Inc. | 0.00% | New | 6 | $171 |
| Covestor Ltd | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is FM's weight in each manager's 13F, not the share of iShares Frontier and Select the manager owns.