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iShares S&P India Nifty 50 Index Fund
INDY

80 hedge funds and large institutions have $326M invested in iShares S&P India Nifty 50 Index Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

5% more capital invested

Capital invested by funds: $309M → $326M (+$16.8M)

5% more funds holding

Funds holding: 76 → 80 (+4)

0.75% more ownership

Funds ownership: 55.29% → 56.04% (+0.75%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.29M
2
NC
NewSquare Capital
Pennsylvania
+$4.06M
3
Wells Fargo
Wells Fargo
California
+$2.74M
4
Morgan Stanley
Morgan Stanley
New York
+$1.89M
5
KWM
Kingsview Wealth Management
Oregon
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$1.6M
2
CS
Credit Suisse
Switzerland
-$1.14M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$994K
4
Macquarie Group
Macquarie Group
Australia
-$651K
5
SG Americas Securities
SG Americas Securities
New York
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$654K +$108K +2,464 +16%
SFG
27
StrategIQ Financial Group
Indiana
$646K – – –
AWM
28
AE Wealth Management
Kansas
$580K +$210K +4,790 +54%
TFA
29
Teamwork Financial Advisors
Texas
$580K +$210K +4,790 +54%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$578K -$225K -5,143 -27%
RIA
31
Realta Investment Advisors
Delaware
$553K +$33.8K +771 +6%
Stifel Financial
32
Stifel Financial
Missouri
$552K +$313K +7,148 +121%
Truist Financial
33
Truist Financial
North Carolina
$535K -$35.3K -806 -6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$518K +$55K +1,254 +11%
PIMG
35
Patriot Investment Management Group
Tennessee
$507K +$530K +12,089 New
RJA
36
Raymond James & Associates
Florida
$503K +$273K +6,228 +110%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$495K +$2.15K +49 +0.4%
CF
38
Centaurus Financial
California
$415K +$430K +9,803 New
AWM
39
Apollon Wealth Management
South Carolina
$413K +$428K +9,752 New
Bank of America
40
Bank of America
North Carolina
$397K +$702 +16 +0.2%
CA
41
Clearstead Advisors
Ohio
$380K – – –
CAG
42
Csenge Advisory Group
Florida
$354K +$13.2K +300 +4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$346K +$32K +731 +10%
EW
44
Evoke Wealth
California
$315K +$52.7K +1,201 +19%
MIFH
45
Migdal Insurance & Financial Holdings
Israel
$291K +$114K +2,600 +62%
BJL
46
Brighton Jones LLC
Washington
$282K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$278K +$13.4K +306 +5%
Vontobel Holding
48
Vontobel Holding
Switzerland
$264K +$24.6K +560 +10%
VCM
49
Viewpoint Capital Management
Washington
$254K – – –
Prudential Financial
50
Prudential Financial
New Jersey
$245K +$43.8K +1,000 +21%
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INDY Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2022, worth a combined $326M — up 5.4% from $309M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 4 closed out — a net gain of 8 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $5.29M. The largest seller was Artisan Partners, cutting an estimated $1.6M.

  • 80 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $326M of iShares S&P India Nifty 50 Index Fund stock for Q4 2022, up 5.4% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2022 was BlackRock, an estimated $5.29M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2022 was Artisan Partners, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2022.