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iShares S&P India Nifty 50 Index Fund
INDY

84 hedge funds and large institutions have $350M invested in iShares S&P India Nifty 50 Index Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

18% more funds holding

Funds holding: 71 → 84 (+13)

12% more capital invested

Capital invested by funds: $313M → $350M (+$37.6M)

1.87% more ownership

Funds ownership: 50.87% → 52.74% (+1.9%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$14.6M
2
Morgan Stanley
Morgan Stanley
New York
+$5.92M
3
BlackRock
BlackRock
New York
+$5.2M
4
Bank of America
Bank of America
North Carolina
+$2.35M
5
Wells Fargo
Wells Fargo
California
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.71M
2
Artisan Partners
Artisan Partners
Wisconsin
-$829K
3
Citadel Advisors
Citadel Advisors
Florida
-$404K
4
FTUS
Flow Traders U.S.
New York
-$388K
5
CAG
Csenge Advisory Group
Florida
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$690K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$625K +$280K +6,145 +80%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$592K +$260K +5,715 +77%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$590K +$66.4K +1,458 +13%
TF
30
Trek Financial
Arizona
$578K +$582K +12,788 New
AFS
31
AFG Fiduciary Services
Massachusetts
$533K -$67.8K -1,489 -11%
RIA
32
Realta Investment Advisors
Delaware
$511K – – –
BJL
33
Brighton Jones LLC
Washington
$504K +$205K +4,500 +68%
RG
34
Rathbones Group
United Kingdom
$444K +$447K +9,830 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$419K -$139K -3,064 -25%
RJA
36
Raymond James & Associates
Florida
$411K -$70.3K -1,545 -15%
EW
37
Evoke Wealth
California
$401K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$397K +$388K +8,531 New
PIMG
39
Patriot Investment Management Group
Tennessee
$339K – – –
AAS
40
Avantax Advisory Services
Texas
$328K +$330K +7,254 New
KWM
41
Kingsview Wealth Management
Oregon
$287K -$214K -4,696 -43%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$279K +$133K +2,926 +90%
VCM
43
Viewpoint Capital Management
Washington
$271K – – –
JMPWA
44
JP Morgan Private Wealth Advisors
California
$262K -$100K -2,207 -28%
Artisan Partners
45
Artisan Partners
Wisconsin
$261K -$829K -18,217 -76%
PFO
46
Pathstone Family Office
New Jersey
$249K +$250K +5,500 New
PWP
47
Pursue Wealth Partners
California
$226K +$228K +5,000 New
Millennium Management
48
Millennium Management
New York
$222K +$224K +4,919 New
BCM
49
Brookstone Capital Management
Illinois
$220K +$221K +4,856 New
DADC
50
D.A. Davidson & Co
Montana
$216K +$218K +4,784 New
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INDY Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2023, worth a combined $350M — up 12% from $313M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 9 closed out — a net gain of 13 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.6M. The largest seller was Royal Bank of Canada, cutting an estimated $1.71M.

  • 84 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2023, up from 71 in Q2 2023.
  • Funds reported $350M of iShares S&P India Nifty 50 Index Fund stock for Q3 2023, up 12% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2023 and 9 closed out, a net change of +13 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2023 was Jane Street, an estimated $14.6M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2023 was Royal Bank of Canada, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2023.