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iShares MSCI India Small-Cap ETF

50 hedge funds and large institutions have $113M invested in iShares MSCI India Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $89M → $113M (+$24.1M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more funds holding

Funds holding: 4950 (+1)

2.02% more ownership

Funds ownership: 55.73%57.75% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$437K +$123K +3,725 +44%
LPL Financial
27
LPL Financial
California
$416K -$188K -5,687 -33%
BlackRock
28
BlackRock
New York
$388K -$360K -10,883 -50%
BRC
29
Bell Rock Capital
Delaware
$358K -$49.6K -1,499 -13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$327K +$40K +1,210 +15%
PAM
31
Panagora Asset Management
Massachusetts
$324K
MNG
32
Manning & Napier Group
New York
$300K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$230K +$213K +6,424 New
GAM
34
Gould Asset Management
California
$223K +$206K +6,230 New
N
35
Nuveen
North Carolina
$221K -$28.4K -857 -12%
Osaic Holdings
36
Osaic Holdings
Arizona
$191K +$29.2K +882 +20%
EIP
37
Ellis Investment Partners
Pennsylvania
$109K +$496 +15 +0.5%
BCV
38
Banque Cantonale Vaudoise
Switzerland
$90K -$6.59K -199 -7%
CAAS
39
Capital Asset Advisory Services
Michigan
$53K -$3.58K -108 -7%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$36K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$22K +$19.9K +600 New
AII
42
AGF Investments Inc
Ontario, Canada
$18K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K
IA
44
IFP Advisors
Florida
$13K
APWM
45
Atlas Private Wealth Management
New York
$12K -$4.63K -140 -29%
CHAM
46
Clear Harbor Asset Management
Connecticut
$10.4K +$9.6K +290 New
WCG
47
Weaver Consulting Group
California
$6K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$5K
HFA
49
Hoover Financial Advisors
Pennsylvania
$3K
ASN
50
Advisory Services Network
Georgia
$2K +$1.59K +48 New

SMIN Hedge Fund Activity: Q3 2020 in Review

50 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q3 2020, worth a combined $113M — up 27% from $89M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMIN positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $5.11M. The largest seller was State Street, exiting entirely with an estimated $4.38M sold.

  • 50 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q3 2020, up from 49 in Q2 2020.
  • Funds reported $113M of iShares MSCI India Small-Cap ETF stock for Q3 2020, up 27% quarter-over-quarter.
  • 7 funds opened new iShares MSCI India Small-Cap ETF positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q3 2020 was State of New Jersey Common Pension Fund D, an estimated $5.11M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q3 2020 was State Street, an estimated $4.38M sold.

Based on aggregated 13F filings for Q3 2020.