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Boreal Capital Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Boreal Capital Management’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.5K Hold
960
– – 0.03% 201
2025
Q4 		$47.3K Buy
960
+480
+100% +$25K 0.04% 204
2025
Q3 		$24.4K Buy
+480
New +$25.1K 0.02% 259

Other funds holding INDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Boreal Capital Management's INDY Position: Q1 2026 in Review

Boreal Capital Management held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 960 shares worth $40.5K. The position accounts for 0.03% of the portfolio, ranked #201.

Boreal Capital Management first reported a position in INDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $47.3K in Q4 2025. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

  • Boreal Capital Management held 960 shares of iShares S&P India Nifty 50 Index Fund worth $40.5K as of Q1 2026.
  • Boreal Capital Management left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2026.
  • iShares S&P India Nifty 50 Index Fund made up 0.03% of Boreal Capital Management's portfolio in Q1 2026, its #201 holding.
  • Boreal Capital Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Boreal Capital Management's iShares S&P India Nifty 50 Index Fund position peaked at $47.3K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.