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iShares MSCI India Small-Cap ETF
SMIN

62 hedge funds and large institutions have $172M invested in iShares MSCI India Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

13% more funds holding

Funds holding: 55 → 62 (+7)

1.05% more ownership

Funds ownership: 57.08% → 58.13% (+1%)

4% more capital invested

Capital invested by funds: $165M → $172M (+$6.62M)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
15
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.64M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.42M
3
Axa
Axa
France
+$2.19M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.75M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.92M
2
X
Xponance
Pennsylvania
-$1.9M
3
GI
Glovista Investments
New Jersey
-$1.83M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$788K
5
M&T Bank
M&T Bank
New York
-$619K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$863K – – –
AC
27
Alexandria Capital
Virginia
$857K +$119K +3,362 +16%
PAS
28
Park Avenue Securities
New York
$740K – – –
LPL Financial
29
LPL Financial
California
$536K -$122K -3,466 -19%
BRC
30
Bell Rock Capital
Delaware
$529K -$26.8K -758 -5%
Jane Street
31
Jane Street
New York
$402K +$395K +11,183 New
PAM
32
Panagora Asset Management
Massachusetts
$336K -$9.64K -273 -3%
AIP
33
Almanack Investment Partners
Pennsylvania
$293K – – –
Verition Fund Management
34
Verition Fund Management
Connecticut
$265K +$261K +7,384 New
GAG
35
GM Advisory Group
New York
$249K +$245K +6,925 New
CM
36
Capital Management
Virginia
$241K +$237K +6,700 New
RFWA
37
RPg Family Wealth Advisory
Massachusetts
$237K +$114K +3,218 +95%
GAM
38
Gould Asset Management
California
$235K – – –
GIA
39
GHP Investment Advisors
Colorado
$200K +$197K +5,565 New
BCV
40
Banque Cantonale Vaudoise
Switzerland
$157K +$154K +4,359 New
VCP
41
Verus Capital Partners
Arizona
$147K +$144K +4,087 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$143K +$812 +23 +0.6%
RE
43
RBC Europe
United Kingdom
$108K – – –
EIP
44
Ellis Investment Partners
Pennsylvania
$107K +$26.8K +758 +35%
IA
45
IFP Advisors
Florida
$66K +$8.9K +252 +16%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$36K -$7.06K -200 -16%
HIM
47
Hillsdale Investment Management
Ontario, Canada
$36K +$35.3K +1,000 New
CAAS
48
Capital Asset Advisory Services
Michigan
$34K +$31.2K +884 New
HAM
49
Highstreet Asset Management
Ontario, Canada
$22K +$6.82K +193 +47%
AG
50
Advisor Group
Arizona
$21K -$12.4K -352 -38%
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SMIN Hedge Fund Activity: Q4 2019 in Review

62 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q4 2019, worth a combined $172M — up 4% from $165M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMIN positions and 13 closed out — a net gain of 7 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $3.64M. The largest seller was Wells Fargo, exiting entirely with an estimated $6.92M sold.

  • 62 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q4 2019, up from 55 in Q3 2019.
  • Funds reported $172M of iShares MSCI India Small-Cap ETF stock for Q4 2019, up 4% quarter-over-quarter.
  • 20 funds opened new iShares MSCI India Small-Cap ETF positions in Q4 2019 and 13 closed out, a net change of +7 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q4 2019 was Bank of America, an estimated $3.64M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q4 2019 was Wells Fargo, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2019.