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iShares S&P India Nifty 50 Index Fund

91 hedge funds and large institutions have $702M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.73% less ownership

Funds ownership: 64.78%62.04% (-2.7%)

10% less funds holding

Funds holding: 10191 (-10)

10% less capital invested

Capital invested by funds: $782M → $702M (-$80.4M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
32
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
RPG Investment Advisory
California
$2.06M -$565K -15,377 -21%
MYAM
27
Meiji Yasuda Asset Management
Japan
$1.81M -$3.5M -95,431 -65%
BIA
28
Biondo Investment Advisors
Pennsylvania
$1.79M +$198K +5,395 +12%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.59M -$71.1K -1,936 -4%
Lazard Asset Management
30
Lazard Asset Management
New York
$1.25M -$694K -18,900 -35%
BC
31
Brinker Capital
Pennsylvania
$1.13M +$313K +8,521 +36%
BCP
32
Berkeley Capital Partners
Georgia
$1.08M +$3.42K +93 +0.3%
CAM
33
Carret Asset Management
New York
$1.05M +$33.1K +900 +3%
LPL Financial
34
LPL Financial
California
$992K +$40K +1,090 +4%
SG Americas Securities
35
SG Americas Securities
New York
$990K +$1.03M +28,000 New
CS
36
Credit Suisse
Switzerland
$916K +$951K +25,900 New
IC
37
InterOcean Capital
Illinois
$798K +$57.1K +1,556 +7%
RJA
38
Raymond James & Associates
Florida
$758K -$5.88M -160,076 -88%
Barclays
39
Barclays
United Kingdom
$663K
CIBC World Market
40
CIBC World Market
Ontario, Canada
$662K +$688K +18,734 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$613K -$19K -518 -3%
JP Morgan Chase
42
JP Morgan Chase
New York
$486K +$163K +4,425 +47%
SB
43
Suntrust Banks
Georgia
$427K -$2.37M -64,430 -84%
BHB
44
Bank Hapoalim BM
Israel
$416K -$56.9K -1,550 -12%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$380K +$109K +2,970 +38%
MML Investors Services
46
MML Investors Services
Massachusetts
$379K -$7.38K -201 -2%
Renaissance Technologies
47
Renaissance Technologies
New York
$360K -$347K -9,443 -48%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$347K -$1.52M -41,324 -81%
CRC
49
Curi RMB Capital
Illinois
$310K
OMC
50
Old Mission Capital
Illinois
$247K -$1.13M -30,762 -82%

INDY Hedge Fund Activity: Q1 2018 in Review

91 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2018, worth a combined $702M — down 10% from $782M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of INDY and 9 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Westwood Holdings Group, adding an estimated $15.8M. The largest seller was Psagot Value Holdings, cutting an estimated $14.3M.

  • 91 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2018, down from 101 in Q4 2017.
  • Funds reported $702M of iShares S&P India Nifty 50 Index Fund stock for Q1 2018, down 10% quarter-over-quarter.
  • 9 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2018 and 19 closed out, a net change of -10 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2018 was Westwood Holdings Group, an estimated $15.8M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2018 was Psagot Value Holdings, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2018.