iShares MSCI India Small-Cap ETF
SMIN
54 hedge funds and large institutions have $110M invested in iShares MSCI India Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
6% more funds holding
Funds holding: 51 → 54 (+3)
3.84% less ownership
Funds ownership: 37.72% → 33.88% (-3.8%)
11% less capital invested
Capital invested by funds: $124M → $110M (-$13.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$5.07M |
| 2 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$4.86M |
| 3 |
Morgan Stanley
New York
|
+$4.1M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$3.94M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$13.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.87M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$3.81M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.46M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWG
51
Regal Wealth Group
Seal Beach,
California
| $7K | – | – | – |
|
52
Barclays
London,
United Kingdom
| $5K | -$2.97K | -59 | -37% |
|
|
SF
53
Synovus Financial
Columbus,
Georgia
| $5K | +$5.03K | +100 | New |
|
|
ML
54
McAdam LLC
Philadelphia,
Pennsylvania
| $1K | +$1.01K | +20 | New |
|
|
3AM
55
3EDGE Asset Management
Naples,
Florida
| – | -$3.81M | -72,500 | Closed |
|
56
HSBC Holdings
London,
United Kingdom
| – | -$227K | -4,309 | Closed |
|
57
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$210K | -4,002 | Closed |
|
58
Wellington Management Group
Boston,
Massachusetts
| – | -$206K | -3,920 | Closed |
|
|
MIFH
59
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$32K | -600 | Closed |
|
|
APA
60
American Portfolios Advisors
Holbrook,
New York
| – | -$6.15K | -117 | Closed |
|
|
GWM
61
Geneos Wealth Management
Englewood,
Colorado
| – | -$5K | -100 | Closed |
|
SMIN Hedge Fund Activity: Q1 2018 in Review
54 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q1 2018, worth a combined $110M — down 11% from $124M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMIN positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Copper Rock Capital Partners, adding an estimated $5.07M. The largest seller was Raymond James & Associates, cutting an estimated $13.5M.
- 54 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q1 2018, up from 51 in Q4 2017.
- Funds reported $110M of iShares MSCI India Small-Cap ETF stock for Q1 2018, down 11% quarter-over-quarter.
- 10 funds opened new iShares MSCI India Small-Cap ETF positions in Q1 2018 and 7 closed out, a net change of +3 holders.
- The largest iShares MSCI India Small-Cap ETF buyer in Q1 2018 was Copper Rock Capital Partners, an estimated $5.07M added.
- The largest iShares MSCI India Small-Cap ETF seller in Q1 2018 was Raymond James & Associates, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2018.