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iShares MSCI India Small-Cap ETF

64 hedge funds and large institutions have $267M invested in iShares MSCI India Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,111% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $18K

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $227M → $267M (+$39.7M)

8% more funds holding

Funds holding: 5964 (+5)

1.33% more ownership

Funds ownership: 63.2%64.53% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
20
Reduced
19
Closed
11
Calls
$1.48M
Puts
$18K
Net Calls
+$1.46M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$77K +$729 +12 +0.9%
JP Morgan Chase
52
JP Morgan Chase
New York
$50K +$29.5K +485 +140%
CAAS
53
Capital Asset Advisory Services
Michigan
$38K -$30K -494 -44%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$30K
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K -$6.08K -100 -20%
IA
56
IFP Advisors
Florida
$22K +$22.2K +366 New
SCA
57
Sandy Cove Advisors
Massachusetts
$18K +$18.2K +300 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$13K +$12.8K +210 New
APA
59
American Portfolios Advisors
New York
$10.6K
AII
60
AGF Investments Inc
Ontario, Canada
$10K -$12.5K -205 -55%
RPCONE
61
Retirement Planning Company of New England
Rhode Island
$10K +$10.1K +166 New
US Bancorp
62
US Bancorp
Minnesota
$10K +$10.2K +168 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$5K -$5.16K -85 -49%
TWC
64
TD Waterhouse Canada
Ontario, Canada
$3.48K +$3.46K +57 New
PO
65
Private Ocean
California
$1K +$1.03K +17 New
HS
66
HighVista Strategies
Massachusetts
-$3.15M -52,339 Closed
Ameriprise
67
Ameriprise
Minnesota
-$1.62M -26,902 Closed
RFWA
68
RPg Family Wealth Advisory
Massachusetts
-$53.4K -8,892 Closed
N
69
Nuveen
North Carolina
-$292K -4,856 Closed
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
-$283K -4,714 Closed
MGWM
71
Marks Group Wealth Management
Minnesota
-$236K -3,928 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
-$60K -1,000 Closed
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
-$40.7K -678 Closed
CFA
74
Cahill Financial Advisors
Minnesota
-$8K -141 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
-$4K -67 Closed

SMIN Hedge Fund Activity: Q4 2021 in Review

64 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q4 2021, worth a combined $267M — up 17% from $227M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMIN positions and 11 closed out — a net gain of 6 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $12.7M. The largest seller was HighVista Strategies, exiting entirely with an estimated $3.15M sold.

  • 64 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $267M of iShares MSCI India Small-Cap ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 17 funds opened new iShares MSCI India Small-Cap ETF positions in Q4 2021 and 11 closed out, a net change of +6 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q4 2021 was Wasatch Advisors, an estimated $12.7M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q4 2021 was HighVista Strategies, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2021.