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iShares MSCI India Small-Cap ETF

80 hedge funds and large institutions have $257M invested in iShares MSCI India Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

93% more capital invested

Capital invested by funds: $133M → $257M (+$124M)

25% more funds holding

Funds holding: 6480 (+16)

13% more call options, than puts

Call options by funds: $467K | Put options by funds: $412K

9.26% more ownership

Funds ownership: 47.26%56.52% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
26
Reduced
9
Closed
6
Calls
$467K
Puts
$412K
Net Calls
+$55K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
1
Legal & General Group
United Kingdom
$75.7M +$74M +1,206,500 New
GC
2
Globeflex Capital
California
$34.6M +$4.64M +75,700 +16%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$20.2M +$1.64M +26,716 +9%
Morgan Stanley
4
Morgan Stanley
New York
$17.9M +$3.27M +53,238 +23%
Bank of America
5
Bank of America
North Carolina
$13.2M +$11M +179,338 +601%
AI
6
Axiom Investors
Connecticut
$8.92M
PL
7
Perpetual Ltd
Australia
$8.78M -$6.67M -108,757 -44%
RC
8
Randolph Company
Ohio
$8.74M -$65.9K -1,075 -0.8%
LPL Financial
9
LPL Financial
California
$7.8M +$7.3M +119,020 +2,656%
American Century Companies
10
American Century Companies
Missouri
$7.26M +$7.12K +116 +0.1%
SAM
11
Shell Asset Management
Netherlands
$4.64M +$207K +3,378 +5%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$4.53M +$4.28M +69,800 New
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$3.38M +$3.29M +53,600 New
MMEA
14
Main Management ETF Advisors
California
$3M +$2.91M +47,500 New
MFG
15
Mainsail Financial Group
Washington
$2.86M -$18K -294 -0.6%
CCM
16
Causeway Capital Management
California
$2.76M +$2.68M +43,758 New
WA
17
Wasatch Advisors
Utah
$2.61M
MNG
18
Manning & Napier Group
New York
$2.05M
Deutsche Bank
19
Deutsche Bank
Germany
$1.94M +$1.57M +25,613 +499%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.78M -$2.68M -43,736 -61%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.68M +$981K +15,998 +152%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.61M +$579K +9,436 +59%
RJA
23
Raymond James & Associates
Florida
$1.24M +$1.2M +19,604 New
VIA
24
Virtus Investment Advisers
Connecticut
$1.23M -$403K -6,574 -25%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.11M +$107K +1,748 +11%

SMIN Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India Small-Cap ETF (SMIN) for Q3 2023, worth a combined $257M — up 93% from $133M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMIN positions and 6 closed out — a net gain of 16 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $74M. The largest seller was Perpetual Ltd, cutting an estimated $6.67M.

  • 80 institutional investors held iShares MSCI India Small-Cap ETF (SMIN) as of Q3 2023, up from 64 in Q2 2023.
  • Funds reported $257M of iShares MSCI India Small-Cap ETF stock for Q3 2023, up 93% quarter-over-quarter.
  • 22 funds opened new iShares MSCI India Small-Cap ETF positions in Q3 2023 and 6 closed out, a net change of +16 holders.
  • The largest iShares MSCI India Small-Cap ETF buyer in Q3 2023 was Legal & General Group, an estimated $74M added.
  • The largest iShares MSCI India Small-Cap ETF seller in Q3 2023 was Perpetual Ltd, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2023.