We are live on ! Find out more
INDY icon

iShares S&P India Nifty 50 Index Fund
INDY

83 hedge funds and large institutions have $459M invested in iShares S&P India Nifty 50 Index Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $420M → $459M (+$38.6M)

5% more funds holding

Funds holding: 79 → 83 (+4)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EA
Emerald Acquisition
Washington
+$9.97M
2
Artisan Partners
Artisan Partners
Wisconsin
+$5.67M
3
Goldman Sachs
Goldman Sachs
New York
+$4.16M
4
JHIU
Janus Henderson Investors US
Colorado
+$3.05M
5
AGA
Accuvest Global Advisors
Utah
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.55M
2
BIM
BlackRock Investment Management
Delaware
-$1.03M
3
American Century Companies
American Century Companies
Missouri
-$872K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$826K
5
TI
TT International
United Kingdom
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
26
Castleark Management
Illinois
$1.24M – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$1.21M -$59.9K -2,017 -5%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$1.18M – – –
LPL Financial
29
LPL Financial
California
$999K +$490K +16,505 +99%
BCP
30
Berkeley Capital Partners
Georgia
$945K +$8.62K +290 +0.9%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$939K – – –
BCM
32
Barometer Capital Management
Ontario, Canada
$852K +$850K +28,600 New
SG Americas Securities
33
SG Americas Securities
New York
$786K -$206K -6,930 -21%
CAM
34
Carret Asset Management
New York
$722K -$2.97K -100 -0.4%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$611K -$417K -14,018 -41%
Barclays
36
Barclays
United Kingdom
$591K – – –
SEI Investments
37
SEI Investments
Pennsylvania
$579K +$3.27K +110 +0.6%
BFA
38
BlackRock Fund Advisors
California
$558K +$30.8K +1,035 +6%
RJA
39
Raymond James & Associates
Florida
$502K +$500K +16,837 New
JWM
40
Jacobus Wealth Management
Wisconsin
$457K +$195K +6,570 +75%
BPCE
41
Bank Pictet & Cie (Europe)
Germany
$438K – – –
Ameriprise
42
Ameriprise
Minnesota
$383K -$65.3K -2,196 -15%
OMC
43
Old Mission Capital
Illinois
$382K +$381K +12,812 New
BHB
44
Bank Hapoalim BM
Israel
$352K -$29.7K -1,000 -8%
SB
45
Simmons Bank
Arkansas
$307K +$6.86K +231 +2%
MFS
46
MSI Financial Services
Massachusetts
$305K +$64K +2,155 +27%
BGA
47
Belmont Global Advisors
Texas
$298K -$297K -10,000 -50%
BC
48
Brinker Capital
Pennsylvania
$294K -$17.9K -603 -6%
BPCA
49
Bank Pictet & Cie (Asia)
Singapore
$288K – – –
IA
50
IndexIQ Advisors
New York
$272K -$429K -14,445 -61%
1
2
3 4

INDY Hedge Fund Activity: Q3 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2016, worth a combined $459M — up 9.2% from $420M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new INDY positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Emerald Acquisition, adding an estimated $9.97M. The largest seller was BlackRock, cutting an estimated $4.55M.

  • 83 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2016, up from 79 in Q2 2016.
  • Funds reported $459M of iShares S&P India Nifty 50 Index Fund stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 10 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2016 and 5 closed out, a net change of +5 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2016 was Emerald Acquisition, an estimated $9.97M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2016 was BlackRock, an estimated $4.55M sold.

Based on aggregated 13F filings for Q3 2016.