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IDEX
IEX

Overview Fund Activity

618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$883M
2
Citadel Advisors
2
Citadel Advisors
Florida
$87M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$767M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$85.1M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$53.7M

Top Sellers

1
Amundi
1
Amundi
France
$212M
2
BlackRock
2
BlackRock
New York
$1.22B
3
Invesco
3
Invesco
Georgia
$280M
4
CVA
4
Ceredex Value Advisors
Florida
$27.9M
5
Franklin Resources
5
Franklin Resources
California
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$134M 640,717 +73,540 +13%
Charles Schwab
27
Charles Schwab
California
$134M 640,183 +9,740 +2%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$111M 529,445 +29,085 +6%
Goldman Sachs
29
Goldman Sachs
New York
$109M 523,142 +58,587 +13%
Legal & General Group
30
Legal & General Group
United Kingdom
$102M 487,265 -11,809 -2%
SCM
31
Snyder Capital Management
California
$100M 480,193 +52,259 +12%
CIM
32
CCLA Investment Management
United Kingdom
$99.9M 477,170 +43,767 +10%
Deutsche Bank
33
Deutsche Bank
Germany
$97M 463,351 +77,257 +20%
UBS Group
34
UBS Group
Switzerland
$88.1M 420,832 +146,929 +54%
Citadel Advisors
35
Citadel Advisors
Florida
$87M 415,731 +334,403 +411%
Bank of America
36
Bank of America
North Carolina
$85.9M 410,546 -124,213 -23%
Allianz Asset Management
37
Allianz Asset Management
Germany
$85.1M 406,637 +232,255 +133%
GKIM
38
GW&K Investment Management
Massachusetts
$78.4M 374,587 +2,745 +0.7%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$78.1M 373,072 -15,900 -4%
Fundsmith LLP
40
Fundsmith LLP
United Kingdom
$75.9M 362,501 – –
Marshall Wace
41
Marshall Wace
United Kingdom
$75M 358,159 -61,909 -15%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$74.1M 354,256 -1,902 -0.5%
State Farm Mutual Automobile Insurance
43
State Farm Mutual Automobile Insurance
Illinois
$70.3M 335,939 – –
ClearBridge Investments
44
ClearBridge Investments
New York
$70.1M 335,148 +18 +0%
WIM
45
Weitz Investment Management
Nebraska
$69.2M 330,500 +47,850 +17%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$66.3M 316,800 -96,500 -23%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$65.4M 312,591 -309 -0.1%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$63.9M 305,242 +62,887 +26%
PFM
49
Premier Fund Managers
United Kingdom
$62.6M 300,000 – –
Primecap Management
50
Primecap Management
California
$59.3M 283,270 -11,225 -4%
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