iShares MSCI India Small-Cap ETF
SMIN
118 hedge funds and large institutions have $373M invested in iShares MSCI India Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 7 closing their positions.
557% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 7
48% more funds holding
Funds holding: 80 → 118 (+38)
45% more capital invested
Capital invested by funds: $257M → $373M (+$117M)
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
8.06% more ownership
Funds ownership: 56.52% → 64.58% (+8.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less call options, than puts
Call options by funds: $712K | Put options by funds: $1.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.4M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$5.65M |
| 3 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$5.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.07M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$8.92M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.18M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$1.96M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.84M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -68 | Closed |
|
SMIN Hedge Fund Activity: Q4 2023 in Review
118 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q4 2023, worth a combined $373M — up 45% from $257M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SMIN positions and 7 closed out — a net gain of 39 holders — while 33 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Axiom Investors, exiting entirely with an estimated $8.92M sold.
- 118 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q4 2023, up from 80 in Q3 2023.
- Funds reported $373M of iShares MSCI India Small-Cap ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 46 funds opened new iShares MSCI India Small-Cap ETF positions in Q4 2023 and 7 closed out, a net change of +39 holders.
- The largest iShares MSCI India Small-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.4M added.
- The largest iShares MSCI India Small-Cap ETF seller in Q4 2023 was Axiom Investors, an estimated $8.92M sold.
Based on aggregated 13F filings for Q4 2023.