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iShares MSCI India Small-Cap ETF

51 hedge funds and large institutions have $124M invested in iShares MSCI India Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

58% more capital invested

Capital invested by funds: $78.3M → $124M (+$45.2M)

16% more funds holding

Funds holding: 4451 (+7)

0.88% more ownership

Funds ownership: 36.84%37.72% (+0.88%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
17
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$31.7M -$58.2K -1,183 -0.2%
Wells Fargo
2
Wells Fargo
California
$15.3M +$12.4M +251,250 +622%
CRCP
3
Copper Rock Capital Partners
Massachusetts
$15.1M +$14.3M +291,124 New
SAM
4
Shell Asset Management
Netherlands
$13M
William Blair Investment Management
5
William Blair Investment Management
Illinois
$7.5M +$1.06M +21,467 +18%
Morgan Stanley
6
Morgan Stanley
New York
$4.74M -$687K -13,960 -13%
3AM
7
3EDGE Asset Management
Florida
$3.81M +$29.5K +600 +0.8%
MNG
8
Manning & Napier Group
New York
$3.63M
X
9
Xponance
Pennsylvania
$3.48M +$553K +11,244 +21%
LPL Financial
10
LPL Financial
California
$2.5M +$1.35M +27,434 +136%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.49M +$2.33M +47,347 New
Bank of America
12
Bank of America
North Carolina
$2.21M -$2.01M -40,892 -49%
SBH
13
Segall Bryant & Hamill
Illinois
$2.07M +$1.94M +39,373 New
WI
14
WBI Investments
New Jersey
$1.89M +$1.77M +35,931 New
OMC
15
Old Mission Capital
Illinois
$1.6M +$1.49M +30,393 New
CM
16
Castleark Management
Illinois
$1.23M +$1.15M +23,375 New
WA
17
Wasatch Advisors
Utah
$1.06M
UBS Group
18
UBS Group
Switzerland
$1.04M +$142K +2,888 +17%
M&T Bank
19
M&T Bank
New York
$995K -$171K -3,486 -16%
SEI Investments
20
SEI Investments
Pennsylvania
$946K +$19.7K +400 +2%
Franklin Resources
21
Franklin Resources
California
$909K +$851K +17,300 New
AG
22
Advisor Group
Arizona
$650K +$471K +9,570 +342%
LFAS
23
Level Four Advisory Services
Texas
$547K +$512K +10,409 New
AC
24
Alexandria Capital
Virginia
$510K +$477K +9,702 New
MML Investors Services
25
MML Investors Services
Massachusetts
$503K +$47.4K +964 +11%

SMIN Hedge Fund Activity: Q4 2017 in Review

51 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q4 2017, worth a combined $124M — up 58% from $78.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMIN positions and 8 closed out — a net gain of 8 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $14.3M. The largest seller was Nuveen, exiting entirely with an estimated $2.89M sold.

  • 51 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q4 2017, up from 44 in Q3 2017.
  • Funds reported $124M of iShares MSCI India Small-Cap ETF stock for Q4 2017, up 58% quarter-over-quarter.
  • 16 funds opened new iShares MSCI India Small-Cap ETF positions in Q4 2017 and 8 closed out, a net change of +8 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q4 2017 was Copper Rock Capital Partners, an estimated $14.3M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q4 2017 was Nuveen, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2017.