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iShares MSCI India Small-Cap ETF

54 hedge funds and large institutions have $110M invested in iShares MSCI India Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

6% more funds holding

Funds holding: 5154 (+3)

3.84% less ownership

Funds ownership: 37.72%33.88% (-3.8%)

11% less capital invested

Capital invested by funds: $124M → $110M (-$13.3M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Alexandria Capital
Virginia
$489K +$30.3K +602 +6%
Creative Planning
27
Creative Planning
Kansas
$455K +$160K +3,176 +50%
American Century Companies
28
American Century Companies
Missouri
$413K
IAA
29
Ironsides Asset Advisors
North Carolina
$391K -$17.6K -350 -4%
OMC
30
Old Mission Capital
Illinois
$354K -$1.15M -22,933 -75%
WI
31
WBI Investments
New Jersey
$328K -$1.46M -29,011 -81%
Nomura Asset Management
32
Nomura Asset Management
Japan
$302K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$258K +$144K +2,867 +112%
PAS
34
Park Avenue Securities
New York
$238K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$225K +$50.3K +1,000 +27%
OIA
36
OneDigital Investment Advisors
Kansas
$159K +$169K +3,355 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$146K +$57.8K +1,150 +60%
RE
38
RBC Europe
United Kingdom
$142K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$133K +$70.4K +1,400 +100%
AG
40
Advisor Group
Arizona
$121K -$494K -9,830 -79%
PAM
41
Panagora Asset Management
Massachusetts
$94K
IWM
42
IHT Wealth Management
Illinois
$92K
CFD
43
Creative Financial Designs
Indiana
$72K
PG
44
Pendal Group
Australia
$64.8K +$19.2K +382 +39%
William Blair & Company
45
William Blair & Company
Illinois
$47K +$50.3K +1,000 New
IA
46
IFP Advisors
Florida
$38K
Citigroup
47
Citigroup
New York
$32K -$16.6K -330 -33%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6K +$33.4K +665 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K +$27.7K +550 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$14K -$1.31K -26 -8%

SMIN Hedge Fund Activity: Q1 2018 in Review

54 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q1 2018, worth a combined $110M — down 11% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMIN positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Copper Rock Capital Partners, adding an estimated $5.07M. The largest seller was Raymond James & Associates, cutting an estimated $13.5M.

  • 54 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q1 2018, up from 51 in Q4 2017.
  • Funds reported $110M of iShares MSCI India Small-Cap ETF stock for Q1 2018, down 11% quarter-over-quarter.
  • 10 funds opened new iShares MSCI India Small-Cap ETF positions in Q1 2018 and 7 closed out, a net change of +3 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q1 2018 was Copper Rock Capital Partners, an estimated $5.07M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q1 2018 was Raymond James & Associates, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2018.