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iShares MSCI India Small-Cap ETF
SMIN

55 hedge funds and large institutions have $165M invested in iShares MSCI India Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $143M → $165M (+$21.8M)

10.34% more ownership

Funds ownership: 46.74% → 57.08% (+10%)

5% less funds holding

Funds holding: 58 → 55 (-3)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$20.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.02M
3
CRCP
Copper Rock Capital Partners
Massachusetts
+$5.78M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$3.29M
5
SAM
Shell Asset Management
Netherlands
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
-$1.64M
2
Goldman Sachs
Goldman Sachs
New York
-$1.52M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$1.08M
4
WBC
Westpac Banking Corp
Australia
-$804K
5
X
Xponance
Pennsylvania
-$735K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$11K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$7K – – –
WCG
53
Weaver Consulting Group
California
$6K – – –
CFD
54
Creative Financial Designs
Indiana
$3K -$3.14K -90 -47%
SFSIG
55
San Francisco Sentry Investment Group
California
$3K – – –
SB
56
Suntrust Banks
Georgia
– -$1.64M -42,348 Closed
Goldman Sachs
57
Goldman Sachs
New York
– -$1.52M -39,383 Closed
WBC
58
Westpac Banking Corp
Australia
– -$804K -20,773 Closed
TG
59
TCW Group
California
– -$553K -14,300 Closed
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$242K -6,257 Closed
GIA
61
GHP Investment Advisors
Colorado
– -$215K -5,565 Closed
CCM
62
Causeway Capital Management
California
– -$186K -4,800 Closed
VNA
63
Valley National Advisers
Pennsylvania
– -$11K -294 Closed
HIM
64
Hillsdale Investment Management
Ontario, Canada
– -$11K -280 Closed
JWA
65
JFS Wealth Advisors
Pennsylvania
– -$3K -72 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– +$35 +1 New
1 2
3

SMIN Hedge Fund Activity: Q3 2019 in Review

55 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q3 2019, worth a combined $165M — up 15% from $143M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMIN and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was Wasatch Advisors, adding an estimated $20.4M. The largest seller was Suntrust Banks, exiting entirely with an estimated $1.64M sold.

  • 55 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q3 2019, down from 58 in Q2 2019.
  • Funds reported $165M of iShares MSCI India Small-Cap ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 9 funds opened new iShares MSCI India Small-Cap ETF positions in Q3 2019 and 12 closed out, a net change of -3 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q3 2019 was Wasatch Advisors, an estimated $20.4M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q3 2019 was Suntrust Banks, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2019.