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iShares S&P India Nifty 50 Index Fund
INDY

56 hedge funds and large institutions have $374M invested in iShares S&P India Nifty 50 Index Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $331M → $374M (+$43.9M)

2% more funds holding

Funds holding: 55 → 56 (+1)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AII
AGF Investments Inc
Ontario, Canada
+$9.48M
2
AGA
Accuvest Global Advisors
Utah
+$4.31M
3
Goldman Sachs
Goldman Sachs
New York
+$3.67M
4
BIT
BlackRock Institutional Trust
California
+$2.37M
5
AS
AIA (Singapore)
Singapore
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
H
Hexavest
Quebec, Canada
-$3.95M
2
BFA
BlackRock Fund Advisors
California
-$2.95M
3
FTUS
Flow Traders U.S.
New York
-$2.54M
4
Deutsche Bank
Deutsche Bank
Germany
-$2.33M
5
BCM
Bluefin Capital Management
New York
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.01M -$910K -39,041 -50%
JHIU
27
Janus Henderson Investors US
Colorado
$808K +$1.93K +83 +0.3%
American Century Companies
28
American Century Companies
Missouri
$786K -$866K -37,146 -55%
CAM
29
Carret Asset Management
New York
$715K +$18.6K +800 +3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$709K +$420K +18,024 +188%
Morgan Stanley
31
Morgan Stanley
New York
$685K -$53.6K -2,302 -8%
Jane Street
32
Jane Street
New York
$680K +$616K +26,446 New
STC
33
SEI Trust Company
Pennsylvania
$582K -$885K -37,980 -63%
LPL Financial
34
LPL Financial
California
$517K -$13.1K -562 -3%
CBOA
35
Commonwealth Bank of Australia
Australia
$422K +$382K +16,395 New
CC
36
Curian Capital
Colorado
$418K +$8.88K +381 +2%
B
37
Bailard
California
$404K +$366K +15,700 New
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$255K +$4.66K +200 +2%
LS
39
Lattice Strategies
Pennsylvania
$235K +$213K +9,150 New
JWM
40
Jacobus Wealth Management
Wisconsin
$225K – – –
GT
41
Glenmede Trust
Pennsylvania
$152K – – –
Credit Agricole
42
Credit Agricole
France
$87K +$79.1K +3,394 New
AIG
43
American International Group
New York
$64.3K -$175K -7,500 -75%
Bank of America
44
Bank of America
North Carolina
$40K -$706K -30,300 -95%
US Bancorp
45
US Bancorp
Minnesota
$31K – – –
TFA
46
Transamerica Financial Advisors
Florida
$22K -$25.6K -1,097 -56%
Citigroup
47
Citigroup
New York
$17K +$583 +25 +4%
Ameriprise
48
Ameriprise
Minnesota
$10K +$9.32K +400 New
BRWM
49
B. Riley Wealth Management
Tennessee
$10K +$9.32K +400 New
TRCT
50
Tower Research Capital (TRC)
New York
$9K -$68.3K -2,933 -89%
1
2
3

INDY Hedge Fund Activity: Q1 2014 in Review

56 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2014, worth a combined $374M — up 13% from $331M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new INDY positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was AGF Investments Inc, adding an estimated $9.48M. The largest seller was Hexavest, cutting an estimated $3.95M.

  • 56 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2014, up from 55 in Q4 2013.
  • Funds reported $374M of iShares S&P India Nifty 50 Index Fund stock for Q1 2014, up 13% quarter-over-quarter.
  • 9 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2014 was AGF Investments Inc, an estimated $9.48M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2014 was Hexavest, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2014.