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iShares MSCI India Small-Cap ETF

150 hedge funds and large institutions have $579M invested in iShares MSCI India Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 137150 (+13)

6% more capital invested

Capital invested by funds: $548M → $579M (+$31.4M)

13.07% less ownership

Funds ownership: 73.26%60.18% (-13%)

68% less call options, than puts

Call options by funds: $291K | Put options by funds: $914K

Holders
150
Holders Change
+13
Holders Change %
+9.49%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
65
Reduced
34
Closed
12
Calls
$291K
Puts
$914K
Net Calls
-$623K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Perennial Investment Advisors
California
$367K +$343K +4,537 New
IWC
102
Integrated Wealth Concepts
Massachusetts
$363K +$101K +1,335 +42%
Truist Financial
103
Truist Financial
North Carolina
$357K +$334K +4,418 New
CA
104
Calton & Associates
Florida
$349K +$18.5K +245 +6%
BCM
105
Brookstone Capital Management
Illinois
$338K +$306K +4,044 New
HIA
106
Harbor Investment Advisory
Maryland
$337K +$6.05K +80 +2%
BFM
107
Boothbay Fund Management
New York
$335K +$313K +4,138 New
LSPW
108
Lake Street Private Wealth
Illinois
$294K -$106K -1,400 -28%
RVPG
109
Relative Value Partners Group
$294K +$275K +3,641 New
NFG
110
Nations Financial Group
Iowa
$275K -$212K -2,800 -45%
Loomis, Sayles & Company
111
Loomis, Sayles & Company
Massachusetts
$255K +$103K +1,366 +77%
OC
112
Oppenheimer & Co
New York
$232K +$217K +2,865 New
TC
113
TownSquare Capital
Utah
$226K +$211K +2,793 New
GWM
114
Geneos Wealth Management
Colorado
$218K +$41.2K +545 +25%
MA
115
Mutual Advisors
Nebraska
$209K +$191K +2,528 New
SWA
116
Stratos Wealth Advisors
Ohio
$207K -$173K -2,284 -47%
BTI
117
Blue Trust Inc
Georgia
$196K +$29.8K +394 +16%
SS
118
Sunbelt Securities
Texas
$194K +$182K +2,401 New
TIM
119
Thompson Investment Management
Wisconsin
$162K
SWM
120
Spire Wealth Management
Virginia
$121K -$37.8K -500 -25%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$118K +$15K +199 +16%
JP Morgan Chase
122
JP Morgan Chase
New York
$105K +$49K +648 +99%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$96.5K +$29.9K +395 +50%
Barclays
124
Barclays
United Kingdom
$64.7K
LFG
125
Larson Financial Group
Missouri
$63.5K

SMIN Hedge Fund Activity: Q2 2024 in Review

150 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q2 2024, worth a combined $579M — up 5.7% from $548M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMIN positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $40.6M. The largest seller was Amundi, exiting entirely with an estimated $125M sold.

  • 150 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q2 2024, up from 137 in Q1 2024.
  • Funds reported $579M of iShares MSCI India Small-Cap ETF stock for Q2 2024, up 5.7% quarter-over-quarter.
  • 27 funds opened new iShares MSCI India Small-Cap ETF positions in Q2 2024 and 12 closed out, a net change of +15 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q2 2024 was Jane Street, an estimated $40.6M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q2 2024 was Amundi, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2024.