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iShares S&P India Nifty 50 Index Fund
INDY

91 hedge funds and large institutions have $499M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3% more funds holding

Funds holding: 88 → 91 (+3)

3% less capital invested

Capital invested by funds: $516M → $499M (-$18M)

12.53% less ownership

Funds ownership: 61.9% → 49.37% (-13%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
31
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$55.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$24.8M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$21.2M
4
BlackRock
BlackRock
New York
+$11M
5
Morgan Stanley
Morgan Stanley
New York
+$5.74M

Top Sellers

Rank Fund Capital Flow
1
AG
AIA Group
Hong Kong
-$123M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$9.76M
3
BCM
Brookstone Capital Management
Illinois
-$8.23M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.6M
5
OMC
Old Mission Capital
Illinois
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.7M +$1.69M +50,533 New
NC
27
NewSquare Capital
Pennsylvania
$1.62M +$1.68M +50,252 New
Bank of America
28
Bank of America
North Carolina
$1.61M +$64K +1,914 +4%
BIA
29
Biondo Investment Advisors
Pennsylvania
$1.5M +$1.49M +44,615 New
CM
30
Castleark Management
Illinois
$1.44M -$399K -11,950 -22%
TI
31
TT International
United Kingdom
$1.26M +$1.25M +37,502 New
CFMC
32
Curbstone Financial Management Corp
New Hampshire
$1.17M -$56.8K -1,700 -5%
BCP
33
Berkeley Capital Partners
Georgia
$1.11M +$7.32K +219 +0.7%
Ameriprise
34
Ameriprise
Minnesota
$1.07M +$55.3K +1,654 +5%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$1.06M – – –
First Trust Advisors
36
First Trust Advisors
Illinois
$988K +$982K +29,390 New
EDRH
37
Edmond de Rothschild Holding
Switzerland
$914K +$404K +12,095 +80%
BC
38
Brinker Capital
Pennsylvania
$913K +$573K +17,141 +171%
CAM
39
Carret Asset Management
New York
$888K +$86K +2,575 +11%
LPL Financial
40
LPL Financial
California
$816K +$47.4K +1,418 +6%
AGA
41
Accuvest Global Advisors
Utah
$816K +$811K +24,282 New
FTUS
42
Flow Traders U.S.
New York
$698K -$1.43M -42,913 -67%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$655K +$542K +16,208 +497%
SEI Investments
44
SEI Investments
Pennsylvania
$648K – – –
Barclays
45
Barclays
United Kingdom
$630K – – –
CIBC World Market
46
CIBC World Market
Ontario, Canada
$625K -$42.9K -1,284 -6%
IC
47
InterOcean Capital
Illinois
$609K +$270K +8,081 +81%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$602K -$720K -21,560 -55%
TFA
49
Transamerica Financial Advisors
Florida
$400K +$396K +11,860 +42,357%
DC
50
Davenport & Co
Virginia
$395K +$393K +11,750 New
1
2
3 4 5

INDY Hedge Fund Activity: Q2 2017 in Review

91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q2 2017, worth a combined $499M — down 3.5% from $516M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new INDY positions and 15 closed out — a net gain of 6 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $55.1M. The largest seller was AIA Group, exiting entirely with an estimated $123M sold.

  • 91 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q2 2017, up from 88 in Q1 2017.
  • Funds reported $499M of iShares S&P India Nifty 50 Index Fund stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 21 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q2 2017 and 15 closed out, a net change of +6 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q2 2017 was AssetMark Inc, an estimated $55.1M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q2 2017 was AIA Group, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2017.