iShares Frontier and SelectFMETF
13F holders, Q4 2024 (December 31)72holders −6
9new positions
14sold out
1famous investor
$27.14avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding iShares Frontier and Select (FM) in their 13F filings, down 6 from Q3 2024. 9 opened new positions and 14 sold out. The largest holders were Tradewinds Capital Management, LLC ($6.9M), STRS Ohio ($5.2M) and Morgan Stanley ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Frontier and Select
- CUSIP
- 464286145
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.2M |
| Exits | 14 | $5.7M |
All 13F filers, Q3 2024 → Q4 2024: 291,187 shares bought and 412,378 shares sold, net −121,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Tradewinds Capital Management, LLC | 1.83% | New | 255,346 | $6.9M |
| STRS Ohio | 0.02% | No change | 192,000 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 115,513 | $3.1M |
| DHK Financial Advisors, Inc. | 1.86% | Add +1.7% | 112,900 | $3.1M |
| Man Group plc | 0.01% | Reduce -32.5% | 98,358 | $2.7M |
| Lake Street Advisors Group, LLC | 0.12% | No change | 92,331 | $2.5M |
| Gould Capital, LLC | 1.58% | Reduce -0.6% | 83,824 | $2.3M |
| Texas Yale Capital Corp. | 0.08% | Reduce -0.8% | 76,138 | $2.1M |
| Regal Investment Advisors LLC | 0.14% | Add +9.8% | 71,035 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 62,310 | $1.7M |
| SBI Securities Co., Ltd. | 0.04% | — | 45,438 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -55.5% | 26,004 | $706K |
| Hancock Whitney Corp. | 0.02% | Add +16.6% | 25,412 | $690K |
| Financial & Tax Architects, LLC | 0.17% | Add +12.0% | 24,977 | $678K |
| Nwam LLC | 0.04% | Reduce -49.4% | 23,853 | $647K |
| Avior Wealth Management, LLC | 0.02% | Reduce -8.8% | 23,521 | $638K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.8% | 21,934 | $595K |
| Geneos Wealth Management Inc. | 0.02% | Add +27.9% | 20,792 | $564K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.4% | 20,062 | $544K |
| Citizens Financial Group Inc. | 0.01% | No change | 19,976 | $542K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 19,842 | $539K |
| Creative Planning | 0.00% | Reduce -26.9% | 19,574 | $531K |
| Ellevest, Inc. | 0.03% | Add +1.4% | 19,572 | $531K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.3% | 18,518 | $503K |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 18,191 | $494K |
| Claro Advisors Inc. | 0.06% | Add +10.7% | 17,010 | $462K |
| UBS Group AG | 0.00% | Reduce -12.0% | 16,580 | $450K |
| Citadel Advisors | 0.00% | Reduce -25.4% | 15,200 | $413K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.4% | 14,665 | $398K |
| Sava Infond d.o.o. | 0.07% | — | 14,000 | $380K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 13,128 | $356K |
| McGrath & Associates, Inc. | 0.70% | — | 12,729 | $345K |
| Brighton Jones LLC | 0.01% | Add +1.7% | 12,456 | $338K |
| Royal Bank of Canada | 0.00% | Add +54.0% | 11,210 | $304K |
| Destination Wealth Management | 0.01% | Add +2.6% | 9,968 | $271K |
| Comprehensive Money Management Services LLC | 0.22% | — | 9,915 | $269K |
| CW Advisors, LLC | 0.00% | New | 8,771 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 8,602 | $233K |
| Scotia Capital Inc. | 0.00% | Reduce -9.7% | 8,195 | $222K |
| Capital Analysts, LLC | 0.01% | Reduce -4.6% | 7,712 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.4% | 6,450 | $175K |
| Bogart Wealth, LLC | 0.01% | No change | 4,292 | $116K |
| Comerica Bank | 0.00% | Reduce -5.8% | 3,917 | $106K |
| 4Thought Financial Group Inc. | 0.04% | Add +1.8% | 2,612 | $71K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.4% | 1,470 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 1,083 | $29K |
| Aspect Partners, LLC | 0.02% | No change | 994 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -44.5% | 733 | $20K |
| Arax Advisory Partners | 0.00% | Reduce -19.3% | 560 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +455.9% | 517 | $14K |
| Anchor Investment Management, LLC | 0.00% | Add +224.7% | 487 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 460 | $12K |
| Blair William & Co. | 0.00% | No change | 443 | $12K |
| Citigroup Inc. | 0.00% | No change | 315 | $9K |
| MAI Capital Management | 0.00% | New | 308 | $8K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 301 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 226 | $6K |
| Bank of Montreal | 0.00% | No change | 185 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 130 | $4K |
| Assetmark, Inc. | 0.00% | New | 117 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -86.7% | 111 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $3K |
| Graney & King, LLC | 0.00% | — | 74 | $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 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 44 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $681 |
| AE Wealth Management LLC | 0.00% | New | 14 | $380 |
| Bank of America Corp. | 0.00% | New | 12 | $326 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $298 |
"% of holder's portfolio" is FM's weight in each manager's 13F, not the share of iShares Frontier and Select the manager owns.