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iShares S&P India Nifty 50 Index Fund
INDY

68 hedge funds and large institutions have $410M invested in iShares S&P India Nifty 50 Index Fund in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

21% more funds holding

Funds holding: 56 → 68 (+12)

10% more capital invested

Capital invested by funds: $374M → $410M (+$35.9M)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
20
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.91M
2
FTB
First Trust Bank
Bahamas
+$5.48M
3
AS
AIA (Singapore)
Singapore
+$5.42M
4
Morgan Stanley
Morgan Stanley
New York
+$4.19M
5
JHIU
Janus Henderson Investors US
Colorado
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$11M
2
Deutsche Bank
Deutsche Bank
Germany
-$6.28M
3
AII
AGF Investments Inc
Ontario, Canada
-$4.81M
4
Artisan Partners
Artisan Partners
Wisconsin
-$4.4M
5
BIM
BlackRock Investment Management
Delaware
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$1.53M +$614K +22,390 +73%
LPL Financial
27
LPL Financial
California
$1.34M +$714K +26,023 +129%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$1.15M -$688K -25,100 -39%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.1M -$42.1K -1,537 -4%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$930K +$881K +32,119 New
CC
31
Curian Capital
Colorado
$886K +$394K +14,361 +88%
CAM
32
Carret Asset Management
New York
$818K +$12.6K +460 +2%
SAM
33
Sequent Asset Management
Texas
$711K +$673K +24,525 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$687K -$715K -26,071 -52%
STC
35
SEI Trust Company
Pennsylvania
$608K -$45.2K -1,650 -7%
B
36
Bailard
California
$351K -$98.7K -3,600 -23%
CPS
37
Counsel Portfolio Services
Ontario, Canada
$348K +$329K +12,000 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$332K -$443K -16,170 -59%
Charles Schwab
39
Charles Schwab
California
$299K +$283K +10,320 New
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$272K -$14.4K -525 -5%
LS
41
Lattice Strategies
Pennsylvania
$265K – – –
RCG
42
Ruane, Cunniff & Goldfarb
New York
$258K +$244K +8,910 New
Verition Fund Management
43
Verition Fund Management
Connecticut
$255K +$242K +8,807 New
JWM
44
Jacobus Wealth Management
Wisconsin
$254K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$247K -$6.28M -229,000 -96%
OAM
46
Orinda Asset Management
California
$229K +$217K +7,899 New
GT
47
Glenmede Trust
Pennsylvania
$171K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$136K +$129K +4,700 New
AG
49
Ashmore Group
United Kingdom
$123K +$116K +4,230 New
Credit Agricole
50
Credit Agricole
France
$98K – – –
1
2
3

INDY Hedge Fund Activity: Q2 2014 in Review

68 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q2 2014, worth a combined $410M — up 9.6% from $374M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INDY positions and 3 closed out — a net gain of 13 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $6.91M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $11M.

  • 68 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q2 2014, up from 56 in Q1 2014.
  • Funds reported $410M of iShares S&P India Nifty 50 Index Fund stock for Q2 2014, up 9.6% quarter-over-quarter.
  • 16 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q2 2014 and 3 closed out, a net change of +13 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q2 2014 was Jane Street, an estimated $6.91M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q2 2014 was State of Tennessee, Department of Treasury, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2014.