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iShares S&P India Nifty 50 Index Fund

101 hedge funds and large institutions have $782M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $719M → $782M (+$63.6M)

6% more funds holding

Funds holding: 95101 (+6)

0.53% more ownership

Funds ownership: 64.25%64.78% (+0.53%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
34
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Suntrust Banks
Georgia
$2.84M +$294K +8,211 +12%
BFA
27
Beaumont Financial Advisors
Massachusetts
$2.84M -$451K -12,591 -14%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.83M +$109K +3,045 +4%
RIA
29
RPG Investment Advisory
California
$2.73M -$17.9K -500 -0.7%
SCM
30
Somerset Capital Management
United Kingdom
$2.52M
CA
31
CastleArk Alternatives
Illinois
$2.5M +$2.41M +67,220 New
ACP
32
Aveo Capital Partners
Colorado
$2.02M +$4.83K +135 +0.2%
Lazard Asset Management
33
Lazard Asset Management
New York
$2.01M +$10.7K +300 +0.6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.9M +$1.5M +41,856 +451%
NC
35
NewSquare Capital
Pennsylvania
$1.88M +$46K +1,284 +3%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.74M +$876K +24,480 +109%
BIA
37
Biondo Investment Advisors
Pennsylvania
$1.68M -$19.3K -540 -1%
OMC
38
Old Mission Capital
Illinois
$1.4M +$513K +14,334 +61%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$1.34M -$1.19M -33,125 -48%
BCP
40
Berkeley Capital Partners
Georgia
$1.13M -$19.1K -533 -2%
CAM
41
Carret Asset Management
New York
$1.07M +$39.9K +1,115 +4%
FAAS
42
First Allied Advisory Services
California
$1.02M +$976K +27,269 New
LPL Financial
43
LPL Financial
California
$1M -$7.52K -210 -0.8%
BC
44
Brinker Capital
Pennsylvania
$867K -$136K -3,808 -14%
AI
45
Atria Investments
North Carolina
$822K +$546K +15,255 +221%
IC
46
InterOcean Capital
Illinois
$780K +$41.7K +1,165 +6%
Renaissance Technologies
47
Renaissance Technologies
New York
$728K +$702K +19,613 New
Barclays
48
Barclays
United Kingdom
$696K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$663K +$340K +9,510 +114%
SEI Investments
50
SEI Investments
Pennsylvania
$578K -$149K -4,171 -21%

INDY Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2017, worth a combined $782M — up 8.9% from $719M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 15 closed out — a net gain of 7 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.1M. The largest seller was AIA Group, exiting entirely with an estimated $115M sold.

  • 101 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $782M of iShares S&P India Nifty 50 Index Fund stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2017 and 15 closed out, a net change of +7 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2017 was Wells Fargo, an estimated $10.1M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2017 was AIA Group, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2017.