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iShares MSCI India ETF

223 hedge funds and large institutions have $2.98B invested in iShares MSCI India ETF in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

24% more capital invested

Capital invested by funds: $2.41B → $2.98B (+$570M)

21% more funds holding

Funds holding: 185223 (+38)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

37% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.53M

Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
5.95%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
54
Increased
78
Reduced
51
Closed
13
Calls
$962K
Puts
$1.53M
Net Calls
-$565K
Net Calls Change
-$783K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$173M -$12.5M -425,417 -7%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$148M +$29M +988,479 +25%
CI
3
Clal Insurance
Israel
$137M +$1.67M +56,842 +1%
Sands Capital Management
4
Sands Capital Management
Virginia
$124M -$42.1M -1,437,700 -25%
BIT
5
BlackRock Institutional Trust
California
$122M +$13.4M +455,657 +12%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$119M +$838K +28,581 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$114M +$11.7M +400,555 +11%
BlackRock
8
BlackRock
New York
$110M +$47.3M +1,614,589 +76%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$101M
Bank of America
10
Bank of America
North Carolina
$88.8M +$6.72M +229,388 +8%
Wells Fargo
11
Wells Fargo
California
$87M +$11.5M +392,351 +15%
Goldman Sachs
12
Goldman Sachs
New York
$74.5M -$12M -409,920 -14%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$73.9M +$61.5M +2,097,208 +505%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$72M -$5.39M -183,771 -7%
WHG
15
Westwood Holdings Group
Texas
$69.7M +$10.8M +367,800 +18%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$54.2M -$18.6M -633,600 -26%
HL
17
Harding Loevner
New Jersey
$53M +$41.6M +1,420,220 +373%
HI
18
Horizon Investments
North Carolina
$47.4M +$47.2M +1,610,264 New
UBS Group
19
UBS Group
Switzerland
$46.4M +$10M +341,444 +28%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.6M +$1.26M +43,047 +3%
CCM
21
Causeway Capital Management
California
$44.2M
Citigroup
22
Citigroup
New York
$41.1M +$5.54M +189,101 +16%
BIM
23
BlackRock Investment Management
Delaware
$37.7M -$640K -21,841 -2%
Northern Trust
24
Northern Trust
Illinois
$37.5M +$15.2M +517,029 +68%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$36.3M +$11M +375,757 +44%

INDA Hedge Fund Activity: Q3 2016 in Review

223 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI India ETF (INDA) for Q3 2016, worth a combined $2.98B — up 24% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new INDA positions and 13 closed out — a net gain of 41 holders — while 78 added to existing stakes and 51 trimmed.

The largest buyer was CI Investments Inc, adding an estimated $61.5M. The largest seller was Sands Capital Management, cutting an estimated $42.1M.

  • 223 institutional investors held iShares MSCI India ETF (INDA) as of Q3 2016, up from 185 in Q2 2016.
  • Funds reported $2.98B of iShares MSCI India ETF stock for Q3 2016, up 24% quarter-over-quarter.
  • 54 funds opened new iShares MSCI India ETF positions in Q3 2016 and 13 closed out, a net change of +41 holders.
  • The largest iShares MSCI India ETF buyer in Q3 2016 was CI Investments Inc, an estimated $61.5M added.
  • The largest iShares MSCI India ETF seller in Q3 2016 was Sands Capital Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q3 2016.