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iShares S&P India Nifty 50 Index Fund
INDY

93 hedge funds and large institutions have $614M invested in iShares S&P India Nifty 50 Index Fund in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

44% more call options, than puts

Call options by funds: $342K | Put options by funds: $238K

18% more funds holding

Funds holding: 79 → 93 (+14)

14% more capital invested

Capital invested by funds: $540M → $614M (+$74.5M)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
22
Increased
36
Reduced
20
Closed
8
Calls
$342K
Puts
$238K
Net Calls
+$104K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
BC
Brinker Capital
Pennsylvania
+$17.4M
2
BlackRock
BlackRock
New York
+$16.3M
3
AS
AIA (Singapore)
Singapore
+$8.41M
4
JHIU
Janus Henderson Investors US
Colorado
+$6.37M
5
Wells Fargo
Wells Fargo
California
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
SCM
Somerset Capital Management
United Kingdom
-$11.1M
2
BFA
BlackRock Fund Advisors
California
-$9.34M
3
Brown Advisory
Brown Advisory
Maryland
-$7.77M
4
RFC
Russell Frank Company
Washington
-$4.75M
5
AGA
Accuvest Global Advisors
Utah
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$2.97M +$2.47M +77,070 +437%
American Century Companies
27
American Century Companies
Missouri
$2.54M +$860K +26,890 +50%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$2.37M +$740K +23,129 +44%
VCAM
29
Valentine Capital Asset Management
California
$2.3M -$691K -21,605 -23%
BCM
30
Bluefin Capital Management
New York
$2.29M +$2.34M +73,128 New
NEI
31
Northwest & Ethical Investments
Ontario, Canada
$2.2M – – –
MFS
32
MSI Financial Services
Massachusetts
$2.2M +$934K +29,173 +71%
CG
33
Colony Group
Massachusetts
$2.17M -$379K -11,832 -15%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.16M +$1.48M +46,357 +206%
QI
35
QS Investors
New York
$1.95M – – –
SEI Investments
36
SEI Investments
Pennsylvania
$1.71M +$1.08M +33,630 +160%
LPL Financial
37
LPL Financial
California
$1.59M +$658K +20,564 +70%
CLOS
38
Compagnie Lombard Odier SCmA
Switzerland
$1.16M -$190K -5,950 -14%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.16M +$1.18M +36,930 New
BHB
40
Bank Hapoalim BM
Israel
$1.15M +$205K +6,415 +21%
SPC
41
Sigma Planning Corp
Michigan
$1.03M +$1.05M +32,751 New
Charles Schwab
42
Charles Schwab
California
$887K +$413K +12,913 +84%
CAM
43
Carret Asset Management
New York
$826K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$757K -$217K -6,770 -22%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$702K +$717K +22,394 New
VKH
46
Virtu KCG Holdings
New York
$566K +$578K +18,047 New
CPS
47
Counsel Portfolio Services
Ontario, Canada
$564K +$192K +6,000 +50%
GA
48
Geneva Advisors
Illinois
$530K +$177K +5,540 +49%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$528K +$180K +5,625 +50%
WA
50
WFG Advisors
Texas
$502K +$453K +14,147 +761%
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INDY Hedge Fund Activity: Q1 2015 in Review

93 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2015, worth a combined $614M — up 14% from $540M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 8 closed out — a net gain of 14 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Brinker Capital, adding an estimated $17.4M. The largest seller was Somerset Capital Management, cutting an estimated $11.1M.

  • 93 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2015, up from 79 in Q4 2014.
  • Funds reported $614M of iShares S&P India Nifty 50 Index Fund stock for Q1 2015, up 14% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2015 and 8 closed out, a net change of +14 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2015 was Brinker Capital, an estimated $17.4M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2015 was Somerset Capital Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2015.