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iShares MSCI India ETF

275 hedge funds and large institutions have $3.4B invested in iShares MSCI India ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 99 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.97% more ownership

Funds ownership: 102.35%124.31% (+22%)

15% less funds holding

Funds holding: 322275 (-47)

24% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 99

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

41% less capital invested

Capital invested by funds: $5.72B → $3.4B (-$2.32B)

51% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 80

69% less call options, than puts

Call options by funds: $52.4M | Put options by funds: $170M

Holders
275
Holders Change
-47
Holders Change %
-14.6%
% of All Funds
6.06%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.24%
New
39
Increased
75
Reduced
99
Closed
80
Calls
$52.4M
Puts
$170M
Net Calls
-$118M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
CX Institutional
Indiana
$6K -$1.95M -61,128 -100%
GI
252
Gradient Investments
Minnesota
$6K
HWA
253
HCR Wealth Advisors
California
$6K
SMFS
254
Squar Milner Financial Services
California
$6K
KFS
255
Kelly Financial Services
Massachusetts
$5.42K +$7.19K +225 New
OPS
256
Orion Portfolio Solutions
Nebraska
$5K -$1.09K -34 -14%
NFG
257
Next Financial Group
Texas
$5K -$639 -20 -9%
CIAS
258
Capital Investment Advisory Services
North Carolina
$5K
EWM
259
Endurance Wealth Management
Rhode Island
$5K
OIA
260
Optimum Investment Advisors
Illinois
$5K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$4K
WQ
262
Wealth Quarterback
New Jersey
$3.41K -$11.4K -356 -72%
GTAM
263
Global Trust Asset Management
Florida
$3K -$27K -845 -87%
AF
264
Allworth Financial
California
$3K
CMBA
265
C.M. Bidwell & Associates
Hawaii
$3K
SL
266
Savior LLC
Massachusetts
$3K
CFA
267
Carroll Financial Associates
North Carolina
$2K -$46.7K -1,460 -94%
AC
268
AlphaCore Capital
California
$2K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.43K +76 New
SFS
270
Sowell Financial Services
Arkansas
$1K -$33.9K -1,062 -98%
ACA
271
Aptus Capital Advisors
Alabama
$1K
PP
272
Paloma Partners
Connecticut
$1K +$1.79K +56 New
FGAM
273
Financial Gravity Asset Management
Texas
$112 -$53.9K -1,688 -100%
AQR Capital Management
274
AQR Capital Management
Connecticut
-$81.6M -2,320,564 Closed
SCM
275
Steadfast Capital Management
New York
-$35.1M -1,000,000 Closed

INDA Hedge Fund Activity: Q1 2020 in Review

275 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India ETF (INDA) for Q1 2020, worth a combined $3.4B — down 41% from $5.72B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of INDA and 39 opened new positions — a net loss of 41 holders — while 99 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $66.1M. The largest seller was Fidelity Investments, cutting an estimated $210M.

  • 275 institutional investors held iShares MSCI India ETF (INDA) as of Q1 2020, down from 322 in Q4 2019.
  • Funds reported $3.4B of iShares MSCI India ETF stock for Q1 2020, down 41% quarter-over-quarter.
  • 39 funds opened new iShares MSCI India ETF positions in Q1 2020 and 80 closed out, a net change of -41 holders.
  • The largest iShares MSCI India ETF buyer in Q1 2020 was BlackRock, an estimated $66.1M added.
  • The largest iShares MSCI India ETF seller in Q1 2020 was Fidelity Investments, an estimated $210M sold.

Based on aggregated 13F filings for Q1 2020.