iShares Frontier and SelectFMETF
13F holders, Q3 2024 (September 30)78holders −13
9new positions
22sold out
2famous investors
$27.54avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding iShares Frontier and Select (FM) in their 13F filings, down 13 from Q2 2024. 9 opened new positions and 22 sold out. The largest holders were STRS Ohio ($5.3M), Man Group plc ($4.0M) and Morgan Stanley ($3.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.5M |
| Exits | 22 | $26.5M |
All 13F filers, Q2 2024 → Q3 2024: 243,515 shares bought and 1,950,579 shares sold, net −1,707,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| STRS Ohio | 0.02% | No change | 192,000 | $5.3M |
| Man Group plc | 0.01% | Add +19.6% | 145,755 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -65.7% | 134,393 | $3.7M |
| DHK Financial Advisors, Inc. | 1.87% | Reduce -35.6% | 111,056 | $3.1M |
| Lake Street Advisors Group, LLC | 0.12% | No change | 92,331 | $2.5M |
| Gould Capital, LLC | 1.53% | Reduce -0.1% | 84,348 | $2.3M |
| Texas Yale Capital Corp. | 0.09% | No change | 76,776 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 64,142 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Add +6.5% | 64,676 | $1.8M |
| Blue Trust, Inc. | 0.02% | Add +19.9% | 61,770 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +116.0% | 58,381 | $1.6M |
| Old Mission Capital LLC | 0.03% | New | 56,798 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +157.1% | 51,915 | $1.4M |
| Nwam LLC | 0.08% | New | 47,148 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -53.8% | 40,853 | $1.1M |
| Secure Asset Management, LLC | 0.17% | Add +41.3% | 37,556 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -31.3% | 33,620 | $926K |
| Creative Planning | 0.00% | No change | 26,779 | $737K |
| Avior Wealth Management, LLC | 0.03% | Reduce -22.4% | 25,790 | $710K |
| Financial & Tax Architects, LLC | 0.16% | Reduce -20.3% | 22,304 | $614K |
| Hancock Whitney Corp. | 0.02% | New | 21,795 | $600K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.3% | 20,544 | $566K |
| Citadel Advisors | 0.00% | Add +1.6% | 20,363 | $561K |
| Citizens Financial Group Inc. | 0.01% | No change | 19,976 | $550K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 19,842 | $546K |
| Ellevest, Inc. | 0.03% | Add +4.1% | 19,311 | $532K |
| LPL Financial LLC | 0.00% | Add +0.3% | 19,227 | $529K |
| UBS Group AG | 0.00% | Reduce -19.1% | 18,838 | $519K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 17,547 | $483K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.3% | 16,252 | $447K |
| Claro Advisors Inc. | 0.05% | Add +5.8% | 15,371 | $423K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 13,128 | $361K |
| Brighton Jones LLC | 0.01% | No change | 12,253 | $337K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.9% | 10,700 | $295K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 9,950 | $274K |
| Destination Wealth Management | 0.01% | Reduce -15.5% | 9,718 | $268K |
| Scotia Capital Inc. | 0.00% | Add +7.5% | 9,076 | $250K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.1% | 8,309 | $229K |
| Capital Analysts, LLC | 0.01% | Reduce -98.0% | 8,087 | $223K |
| D. E. Shaw & Co. | 0.00% | Reduce -32.4% | 7,602 | $209K |
| Royal Bank of Canada | 0.00% | Reduce -29.4% | 7,278 | $200K |
| Bogart Wealth, LLC | 0.01% | No change | 4,292 | $118K |
| Wells Fargo & Company | 0.00% | Reduce -95.5% | 4,164 | $115K |
| Comerica Bank | 0.00% | No change | 4,158 | $114K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.6% | 2,846 | $78K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -1.5% | 2,565 | $71K |
| BBJS Financial Advisors, LLC | 0.01% | No change | 1,490 | $41K |
| JPMorgan Chase & Co. | 0.00% | New | 1,400 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,321 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,065 | $29K |
| Aspect Partners, LLC | 0.02% | Reduce -86.4% | 994 | $27K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -2.9% | 948 | $26K |
| NorthRock Partners, LLC | 0.00% | No change | 876 | $24K |
| Principal Securities, Inc. | 0.00% | Add +816.5% | 834 | $23K |
| Robinson Capital Management, LLC | 0.01% | No change | 700 | $19K |
| Arax Advisory Partners | 0.00% | No change | 694 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 500 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -48.8% | 460 | $13K |
| Blair William & Co. | 0.00% | No change | 443 | $12K |
| Citigroup Inc. | 0.00% | No change | 315 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 226 | $6K |
| Bank of Montreal | 0.00% | No change | 185 | $5K |
| Anchor Investment Management, LLC | 0.00% | New | 150 | $4K |
| Franklin Resources Inc. | 0.00% | New | 125 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -72.4% | 107 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 93 | $3K |
| WFA of San Diego, LLC | 0.00% | No change | 90 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 76 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 74 | $2K |
| Tsfg, LLC | 0.00% | No change | 88 | $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 |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $688 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $298 |
| Atlas Capital Advisors Inc. | 0.00% | New | 6 | $165 |
| 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.