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iShares S&P India Nifty 50 Index Fund

83 hedge funds and large institutions have $430M invested in iShares S&P India Nifty 50 Index Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.11% more ownership

Funds ownership: 0%61.11% (+61%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $459M → $430M (-$28.5M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
19
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
TT International
United Kingdom
$1.31M
IA
27
IndexIQ Advisors
New York
$1.15M +$933K +32,798 +360%
CM
28
Castleark Management
Illinois
$1.14M
HighTower Advisors
29
HighTower Advisors
Illinois
$1.01M -$105K -3,678 -9%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$1M -$892K -31,350 -46%
BCP
31
Berkeley Capital Partners
Georgia
$874K +$7.22K +254 +0.8%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$861K
RJA
33
Raymond James & Associates
Florida
$693K +$242K +8,493 +50%
CAM
34
Carret Asset Management
New York
$662K
BFA
35
BlackRock Fund Advisors
California
$608K +$101K +3,539 +19%
LPL Financial
36
LPL Financial
California
$560K -$361K -12,703 -38%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$546K -$14.7K -516 -3%
SEI Investments
38
SEI Investments
Pennsylvania
$527K -$3.13K -110 -0.6%
Barclays
39
Barclays
United Kingdom
$379K -$169K -5,950 -30%
BHB
40
Bank Hapoalim BM
Israel
$318K -$5.69K -200 -2%
AGA
41
Accuvest Global Advisors
Utah
$314K -$2.7M -95,030 -89%
Ameriprise
42
Ameriprise
Minnesota
$284K -$70K -2,461 -19%
SB
43
Simmons Bank
Arkansas
$282K -$284 -10 -0.1%
BC
44
Brinker Capital
Pennsylvania
$260K -$10.4K -365 -4%
H
45
Hexavest
Quebec, Canada
$260K +$164K +5,778 +154%
JWM
46
Jacobus Wealth Management
Wisconsin
$240K -$187K -6,570 -43%
MFS
47
MSI Financial Services
Massachusetts
$239K -$42.6K -1,497 -15%
IC
48
InterOcean Capital
Illinois
$202K +$210K +7,386 New
WIM
49
Westside Investment Management
California
$198K +$79K +2,779 New
Macquarie Group
50
Macquarie Group
Australia
$177K

INDY Hedge Fund Activity: Q4 2016 in Review

83 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2016, worth a combined $430M — down 6.2% from $459M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $10.8M. The largest seller was BlackRock Investment Management, exiting entirely with an estimated $7.09M sold.

  • 83 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $430M of iShares S&P India Nifty 50 Index Fund stock for Q4 2016, down 6.2% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2016 was Westwood Holdings Group, an estimated $10.8M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2016 was BlackRock Investment Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2016.