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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 %
Franklin Resources
76
Franklin Resources
California
$30.5M 138,544 -104,659 -43%
UBS Group
77
UBS Group
Switzerland
$30.4M 137,990 -80,234 -37%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$29.6M 134,572 +5,303 +4%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$29.4M 133,679 -5,422 -4%
NEI
80
Northwest & Ethical Investments
Ontario, Canada
$28.9M 131,326 +23,647 +22%
RS
81
Robeco Schweiz
Switzerland
$28M 127,162 +8,500 +7%
National Pension Service
82
National Pension Service
South Korea
$27.8M 126,251 +3 +0%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$27.7M 126,094 -4,879 -4%
MAM
84
Montanaro Asset Management
United Kingdom
$27.1M 123,250 +33,750 +38%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$25.5M 115,725 +19,930 +21%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$25.1M 113,942 -1,085 -0.9%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$24.6M 111,213 +16,224 +17%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$23.6M 107,101 +12,054 +13%
SW
89
SVB Wealth
Massachusetts
$22.9M 103,926 +1,251 +1%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$22.7M 103,314 -6,059 -6%
Principal Financial Group
91
Principal Financial Group
Iowa
$20.9M 94,980 +2,490 +3%
State Farm Mutual Automobile Insurance
92
State Farm Mutual Automobile Insurance
Illinois
$20.4M 92,662 +52,239 +129%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$20.4M 92,518 +49,966 +117%
HIC
94
Harvey Investment Company
Kentucky
$19.9M 90,275 -1,820 -2%
CI
95
Cooper Investors
Australia
$19.8M 90,041 – –
Renaissance Technologies
96
Renaissance Technologies
New York
$19.6M 89,025 +89,025 New
Citigroup
97
Citigroup
New York
$19.5M 88,691 -9,372 -10%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$19.5M 88,573 -44,563 -33%
SEI Investments
99
SEI Investments
Pennsylvania
$19.1M 86,609 +3,057 +4%
ACB
100
Aristotle Capital Boston
Massachusetts
$19M 86,289 -2,178 -2%
2 3
4
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