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iShares MSCI India Small-Cap ETF
SMIN

64 hedge funds and large institutions have $133M invested in iShares MSCI India Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $192K | Put options by funds: $29K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0% more funds holding

Funds holding: 64 → 64 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

11% less capital invested

Capital invested by funds: $150M → $133M (-$16.5M)

11.26% less ownership

Funds ownership: 58.52% → 47.26% (-11%)

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
17
Reduced
18
Closed
11
Calls
$192K
Puts
$29K
Net Calls
+$163K
Net Calls Change
+$119K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.74M
2
PL
Perpetual Ltd
Australia
+$4.7M
3
S2L
Sparta 24 Ltd
Israel
+$2.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.4M
5
GC
Globeflex Capital
California
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$15.6M
2
Macquarie Group
Macquarie Group
Australia
-$12M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$11.4M
4
WA
Wasatch Advisors
Utah
-$8.87M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$530K -$371K -6,899 -43%
Amundi
27
Amundi
France
$460K +$393K +7,300 +1,217%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$407K -$53.8K -1,000 -12%
GWM
29
GSB Wealth Management
Connecticut
$379K -$56.1K -1,043 -14%
GIA
30
GHP Investment Advisors
Colorado
$338K – – –
CGA
31
Channing Global Advisors
Florida
$334K – – –
GAM
32
Gould Asset Management
California
$320K – – –
EH
33
Equitable Holdings
New York
$312K +$24.3K +451 +9%
CM
34
Capital Management
Virginia
$302K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$298K +$276K +5,133 New
KIA
36
Knollwood Investment Advisory
Maryland
$291K – – –
BA
37
Bard Associates
Illinois
$280K +$260K +4,825 New
WPC
38
Wedmont Private Capital
Pennsylvania
$269K +$245K +4,551 New
LPL Financial
39
LPL Financial
California
$260K +$241K +4,481 New
Wealthfront Advisers
40
Wealthfront Advisers
California
$260K +$241K +4,472 New
SEI Investments
41
SEI Investments
Pennsylvania
$234K +$217K +4,030 New
Macquarie Group
42
Macquarie Group
Australia
$234K -$12M -223,167 -98%
AMG
43
Advisors Management Group
Wisconsin
$226K -$11K -205 -5%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$209K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$188K +$141K +2,623 +427%
Osaic Holdings
46
Osaic Holdings
Arizona
$147K +$18.2K +338 +15%
BCV
47
Banque Cantonale Vaudoise
Switzerland
$121K -$3.98K -74 -3%
TIM
48
Thompson Investment Management
Wisconsin
$116K – – –
SWM
49
Spire Wealth Management
Virginia
$116K – – –
Wells Fargo
50
Wells Fargo
California
$109K -$215 -4 -0.2%
1
2
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SMIN Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q2 2023, worth a combined $133M — down 11% from $150M a quarter earlier.

Fund positioning in SMIN was balanced in Q2 2023: 11 funds opened new positions, 11 closed out, 17 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Jane Street, exiting entirely with an estimated $15.6M sold.

  • 64 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $133M of iShares MSCI India Small-Cap ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 11 funds opened new iShares MSCI India Small-Cap ETF positions in Q2 2023 and 11 closed out, a net change of 0 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q2 2023 was Morgan Stanley, an estimated $4.74M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q2 2023 was Jane Street, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2023.