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iShares MSCI India Small-Cap ETF

59 hedge funds and large institutions have $227M invested in iShares MSCI India Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $199M → $227M (+$28.2M)

5% more funds holding

Funds holding: 5659 (+3)

1.89% more ownership

Funds ownership: 61.31%63.2% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
18
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$715K -$843K -14,700 -55%
Franklin Resources
27
Franklin Resources
California
$714K
AWM
28
AE Wealth Management
Kansas
$666K +$41.6K +725 +7%
TFA
29
Teamwork Financial Advisors
Texas
$666K +$41.6K +725 +7%
PAM
30
Panagora Asset Management
Massachusetts
$422K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$394K -$56.8K -991 -13%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$366K -$40.6K -708 -10%
GAM
33
Gould Asset Management
California
$366K
GIA
34
GHP Investment Advisors
Colorado
$334K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$326K +$311K +5,422 New
CM
36
Capital Management
Virginia
$313K
LPL Financial
37
LPL Financial
California
$295K -$15.7K -274 -5%
N
38
Nuveen
North Carolina
$292K -$26K -454 -9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$283K -$4.88K -85 -2%
CHAM
40
Clear Harbor Asset Management
Connecticut
$283K
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$238K +$206K +3,584 +966%
MGWM
42
Marks Group Wealth Management
Minnesota
$236K -$26K -454 -10%
Osaic Holdings
43
Osaic Holdings
Arizona
$228K +$116K +2,015 +113%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$216K
EIP
45
Ellis Investment Partners
Pennsylvania
$166K -$2.64K -46 -2%
BAM
46
Belpointe Asset Management
Nevada
$140K +$1.72K +30 +1%
SWM
47
Spire Wealth Management
Virginia
$76K -$203K -3,538 -74%
CAAS
48
Capital Asset Advisory Services
Michigan
$67K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$60K +$57.4K +1,000 New
RFWA
50
RPg Family Wealth Advisory
Massachusetts
$53.4K -$15.5K -271 -3%

SMIN Hedge Fund Activity: Q3 2021 in Review

59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q3 2021, worth a combined $227M — up 14% from $199M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMIN positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $4M. The largest seller was Shell Asset Management, cutting an estimated $5.03M.

  • 59 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q3 2021, up from 56 in Q2 2021.
  • Funds reported $227M of iShares MSCI India Small-Cap ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 9 funds opened new iShares MSCI India Small-Cap ETF positions in Q3 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q3 2021 was Macquarie Group, an estimated $4M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q3 2021 was Shell Asset Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q3 2021.