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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
Amundi
4
Amundi
France
$68.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$326M

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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B 8,618,355 +110,061 +1%
BlackRock
2
BlackRock
New York
$1.27B 5,764,127 -118,670 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$962M 4,373,627 -1,043,868 -19%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$709M 3,222,650 -3,173 -0.1%
State Street
5
State Street
Massachusetts
$691M 3,141,293 -10,758 -0.3%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$653M 2,969,020 +208,643 +8%
Brown Advisory
7
Brown Advisory
Maryland
$524M 2,382,857 +309,351 +15%
Capital World Investors
8
Capital World Investors
California
$400M 1,816,282 +15,909 +0.9%
Invesco
9
Invesco
Georgia
$366M 1,663,827 -21,365 -1%
ACM
10
Atlanta Capital Management
Georgia
$352M 1,598,147 -12,507 -0.8%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$348M 1,582,782 -20,488 -1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$326M 1,481,842 +213,946 +17%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$296M 1,343,034 +130,388 +11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$285M 1,298,416 -78,775 -6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$266M 1,210,271 -102,609 -8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$237M 1,075,872 -108,535 -9%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$237M 1,074,947 +103,575 +11%
First Trust Advisors
18
First Trust Advisors
Illinois
$222M 1,007,304 +778,626 +340%
Northern Trust
19
Northern Trust
Illinois
$177M 802,997 -20,860 -3%
Barclays
20
Barclays
United Kingdom
$171M 777,529 +83,448 +12%
FAM
21
Fenimore Asset Management
New York
$171M 777,388 -33,983 -4%
CIP
22
Champlain Investment Partners
Vermont
$170M 774,300 -480 -0.1%
Macquarie Group
23
Macquarie Group
Australia
$153M 695,323 +688,082 +9,503%
Norges Bank
24
Norges Bank
Norway
$150M 681,638 -9,204 -1%
Artisan Partners
25
Artisan Partners
Wisconsin
$150M 680,819 -24,318 -3%
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