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iShares S&P India Nifty 50 Index Fund

88 hedge funds and large institutions have $518M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $412M → $518M (+$106M)

7% more funds holding

Funds holding: 8288 (+6)

5.5% more ownership

Funds ownership: 53.81%59.31% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
32
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDS
26
Banco de Sabadell
Florida
$2.64M -$298K -8,188 -10%
BCM
27
Brookstone Capital Management
Illinois
$2.57M +$2.74M +75,266 New
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$2.52M -$14.5K -400 -0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.35M +$257K +7,080 +11%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$2.34M +$1.77M +48,680 +247%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.05M +$1.94M +53,272 +812%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.54M +$8.29K +228 +0.5%
NC
33
NewSquare Capital
Pennsylvania
$1.53M +$1.63M +44,730 +63,900%
BC
34
Brinker Capital
Pennsylvania
$1.1M +$3.13K +86 +0.3%
CAM
35
Carret Asset Management
New York
$1.05M +$3.45K +95 +0.3%
BCP
36
Berkeley Capital Partners
Georgia
$1.02M -$24.7K -679 -2%
Lazard Asset Management
37
Lazard Asset Management
New York
$1.01M -$207K -5,700 -16%
LPL Financial
38
LPL Financial
California
$988K +$11.3K +311 +1%
FAAS
39
First Allied Advisory Services
California
$898K +$958K +26,351 New
CS
40
Credit Suisse
Switzerland
$886K
IC
41
InterOcean Capital
Illinois
$837K -$2.98K -82 -0.3%
JP Morgan Chase
42
JP Morgan Chase
New York
$815K +$180K +4,940 +26%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$757K +$805K +22,132 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$751K +$135K +3,700 +20%
RJA
45
Raymond James & Associates
Florida
$590K +$21.1K +581 +3%
CA
46
Clearstead Advisors
Ohio
$475K
DC
47
Davenport & Co
Virginia
$406K +$431K +11,862 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$398K +$16.4K +450 +4%
Northern Trust
49
Northern Trust
Illinois
$382K +$406K +11,177 New
BHB
50
Bank Hapoalim BM
Israel
$379K -$17.5K -480 -4%

INDY Hedge Fund Activity: Q3 2018 in Review

88 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2018, worth a combined $518M — up 26% from $412M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INDY positions and 13 closed out — a net gain of 6 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $80.4M. The largest seller was Goldman Sachs, cutting an estimated $5.08M.

  • 88 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2018, up from 82 in Q2 2018.
  • Funds reported $518M of iShares S&P India Nifty 50 Index Fund stock for Q3 2018, up 26% quarter-over-quarter.
  • 19 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2018 was AssetMark Inc, an estimated $80.4M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2018 was Goldman Sachs, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2018.