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iShares S&P India Nifty 50 Index Fund

80 hedge funds and large institutions have $438M invested in iShares S&P India Nifty 50 Index Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.91% less ownership

Funds ownership: 61.3%58.39% (-2.9%)

12% less funds holding

Funds holding: 9180 (-11)

22% less capital invested

Capital invested by funds: $563M → $438M (-$125M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

Holders
80
Holders Change
-11
Holders Change %
-12.09%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
13
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
InterOcean Capital
Illinois
$886K -$18.7K -520 -2%
LSA
27
L & S Advisors
California
$688K +$104K +2,903 +18%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$607K -$11.2K -312 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$554K -$139K -3,878 -20%
CA
30
Clearstead Advisors
Ohio
$510K
DC
31
Davenport & Co
Virginia
$510K
Lazard Asset Management
32
Lazard Asset Management
New York
$487K -$719K -20,000 -60%
MML Investors Services
33
MML Investors Services
Massachusetts
$413K +$97.9K +2,723 +32%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$398K
IFWM
35
Institute for Wealth Management
Colorado
$358K -$140K -3,890 -29%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$318K -$352K -9,791 -53%
Northern Trust
37
Northern Trust
Illinois
$315K -$52.4K -1,458 -15%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$294K -$103K -2,860 -26%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$293K -$4.28M -119,006 -94%
Verition Fund Management
40
Verition Fund Management
Connecticut
$234K -$23.9K -664 -9%
BHB
41
Bank Hapoalim BM
Israel
$207K -$23.7K -660 -10%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$205K
BPC
43
Banque Pictet & Cie
Switzerland
$202K
PNAA
44
Pictet North America Advisors
Switzerland
$202K
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$200K -$124K -3,445 -39%
William Blair & Company
46
William Blair & Company
Illinois
$192K
BRWM
47
B. Riley Wealth Management
Tennessee
$187K +$183K +5,099 New
EW
48
Evoke Wealth
California
$143K +$140K +3,905 New
RIA
49
Realta Investment Advisors
Delaware
$142K +$84.7K +2,355 +160%
Barclays
50
Barclays
United Kingdom
$138K

INDY Hedge Fund Activity: Q3 2019 in Review

80 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2019, worth a combined $438M — down 22% from $563M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of INDY and 10 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 13 added.

The largest buyer was Janus Henderson Group, adding an estimated $4.54M. The largest seller was Jane Street, cutting an estimated $36.9M.

  • 80 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2019, down from 91 in Q2 2019.
  • Funds reported $438M of iShares S&P India Nifty 50 Index Fund stock for Q3 2019, down 22% quarter-over-quarter.
  • 10 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2019 and 20 closed out, a net change of -10 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2019 was Janus Henderson Group, an estimated $4.54M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2019 was Jane Street, an estimated $36.9M sold.

Based on aggregated 13F filings for Q3 2019.