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IDEX
IEX

Overview Fund Activity

540 hedge funds and large institutions have $16.5B invested in IDEX in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 33 closing their positions.

Holders
540
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
9.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
192
Reduced
195
Closed
33
Calls
$10.4M
Puts
$5.35M
Net Calls
+$5.06M
Net Calls Change
+$8.37M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$222M
2
Macquarie Group
2
Macquarie Group
Australia
$153M
3
Brown Advisory
3
Brown Advisory
Maryland
$524M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$326M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$653M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$962M
2
Victory Capital Management
2
Victory Capital Management
Texas
$66.3M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$10.5M
4
BlackRock
4
BlackRock
New York
$1.27B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$237M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$149M 678,071 +5,366 +0.8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$137M 621,829 -173 -0%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$128M 581,294 +33,120 +6%
CAM
29
Congress Asset Management
Massachusetts
$123M 557,458 -12,021 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$122M 553,080 +8,826 +2%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$118M 533,968 +29,926 +6%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$115M 524,625 +24,737 +5%
Charles Schwab
33
Charles Schwab
California
$111M 505,467 +11,574 +2%
ESCM
34
Echo Street Capital Management
New York
$110M 501,493 +20,951 +4%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$107M 487,784 +35,196 +8%
Allianz Asset Management
36
Allianz Asset Management
Germany
$106M 483,092 +83,153 +21%
Goldman Sachs
37
Goldman Sachs
New York
$106M 480,314 +113,652 +31%
PC
38
Port Capital
Illinois
$98M 445,314 -3,731 -0.8%
Primecap Management
39
Primecap Management
California
$95M 431,540 -11,460 -3%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$93.5M 424,908 -417 -0.1%
SCM
41
Snyder Capital Management
California
$92.9M 422,344 -1,722 -0.4%
UBS AM
42
UBS AM
Illinois
$90.9M 413,231 -1,943 -0.5%
BAMCO Inc
43
BAMCO Inc
New York
$85.1M 386,618 -2,518 -0.6%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$81.9M 371,968 -11,034 -3%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$78.3M 355,692 +82,479 +30%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$75.9M 344,863 – –
KBC Group
47
KBC Group
Belgium
$74M 336,252 +2,136 +0.6%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$71.6M 325,265 +115,331 +55%
ClearBridge Investments
49
ClearBridge Investments
New York
$70.8M 321,893 -307 -0.1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$68.2M 309,870 +18,736 +6%
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