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iShares MSCI India Small-Cap ETF

52 hedge funds and large institutions have $133M invested in iShares MSCI India Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 19 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

18% more capital invested

Capital invested by funds: $113M → $133M (+$20.3M)

4% more funds holding

Funds holding: 5052 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 57.75%57.4% (-0.35%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$462K -$26K -686 -6%
American Century Companies
27
American Century Companies
Missouri
$403K -$690K -18,172 -66%
Bank of America
28
Bank of America
North Carolina
$383K -$446K -11,736 -56%
Marshall Wace
29
Marshall Wace
United Kingdom
$343K +$307K +8,100 New
PAM
30
Panagora Asset Management
Massachusetts
$337K -$41K -1,080 -12%
Osaic Holdings
31
Osaic Holdings
Arizona
$311K +$75.2K +1,980 +37%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$287K +$14.1K +371 +6%
BlackRock
33
BlackRock
New York
$286K -$154K -4,063 -38%
GAM
34
Gould Asset Management
California
$273K +$8.16K +215 +3%
N
35
Nuveen
North Carolina
$261K
GIA
36
GHP Investment Advisors
Colorado
$236K +$211K +5,565 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$231K +$207K +5,462 New
CM
38
Capital Management
Virginia
$220K +$197K +5,200 New
MGWM
39
Marks Group Wealth Management
Minnesota
$212K +$190K +5,006 New
BCV
40
Banque Cantonale Vaudoise
Switzerland
$168K +$55.1K +1,451 +58%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$152K +$114K +3,000 +500%
EIP
42
Ellis Investment Partners
Pennsylvania
$114K -$13.7K -360 -12%
CAAS
43
Capital Asset Advisory Services
Michigan
$59K -$3.38K -89 -6%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
AII
45
AGF Investments Inc
Ontario, Canada
$15K -$5.77K -152 -30%
IA
46
IFP Advisors
Florida
$15K +$38 +1 +0.3%
APWM
47
Atlas Private Wealth Management
New York
$12K -$2.2K -58 -17%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$6K
HFA
49
Hoover Financial Advisors
Pennsylvania
$4K
PWPS
50
Pinnacle Wealth Planning Services
Ohio
$3K +$2.28K +60 New

SMIN Hedge Fund Activity: Q4 2020 in Review

52 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q4 2020, worth a combined $133M — up 18% from $113M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMIN positions and 7 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Alexandria Capital, adding an estimated $1.66M. The largest seller was Shell Asset Management, cutting an estimated $2.16M.

  • 52 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q4 2020, up from 50 in Q3 2020.
  • Funds reported $133M of iShares MSCI India Small-Cap ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 10 funds opened new iShares MSCI India Small-Cap ETF positions in Q4 2020 and 7 closed out, a net change of +3 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q4 2020 was Alexandria Capital, an estimated $1.66M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q4 2020 was Shell Asset Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2020.