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iShares S&P India Nifty 50 Index Fund
INDY

83 hedge funds and large institutions have $398M invested in iShares S&P India Nifty 50 Index Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,807% more call options, than puts

Call options by funds: $286K | Put options by funds: $15K

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

14% more capital invested

Capital invested by funds: $350M → $398M (+$47.6M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.6% less ownership

Funds ownership: 52.74% → 52.14% (-0.6%)

1% less funds holding

Funds holding: 84 → 83 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
20
Closed
11
Calls
$286K
Puts
$15K
Net Calls
+$271K
Net Calls Change
+$271K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19.4M
2
BlackRock
BlackRock
New York
+$7.84M
3
PPW
Pasadena Private Wealth
California
+$2.59M
4
CCG
Cypress Capital Group
Florida
+$1.63M
5
SOS
Silver Oak Securities
Tennessee
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.8M
2
Amundi
Amundi
France
-$3.35M
3
CWP
Cyndeo Wealth Partners
Florida
-$2.17M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$744K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$733K +$686K +14,874 New
UWS
27
Unique Wealth Strategies
Illinois
$714K +$669K +14,492 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$676K +$30.7K +666 +5%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$664K -$134K -2,900 -18%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$655K +$9.32K +202 +2%
RIA
31
Realta Investment Advisors
Delaware
$609K +$46.4K +1,005 +9%
RJA
32
Raymond James & Associates
Florida
$592K +$134K +2,915 +32%
AFS
33
AFG Fiduciary Services
Massachusetts
$568K -$9.23K -200 -2%
CWP
34
Cyndeo Wealth Partners
Florida
$565K -$2.17M -47,011 -80%
BJL
35
Brighton Jones LLC
Washington
$550K +$508 +11 +0.1%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$535K +$501K +10,865 New
Osaic Holdings
37
Osaic Holdings
Arizona
$508K -$161K -3,500 -25%
KWM
38
Kingsview Wealth Management
Oregon
$471K +$149K +3,226 +51%
CA
39
Clearstead Advisors
Ohio
$442K -$414K -8,982 -50%
JP Morgan Chase
40
JP Morgan Chase
New York
$412K +$379K +8,219 +5,999%
AI
41
Arrien Investments
Idaho
$355K +$333K +7,207 New
BAM
42
BOCHK Asset Management
Hong Kong
$354K +$332K +7,200 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$333K +$27K +585 +9%
VCM
44
Viewpoint Capital Management
Washington
$296K – – –
Artisan Partners
45
Artisan Partners
Wisconsin
$267K -$16.1K -348 -6%
RG
46
Rathbones Group
United Kingdom
$260K -$210K -4,560 -46%
NW
47
NewEdge Wealth
Pennsylvania
$250K +$234K +5,071 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$249K +$21.2K +460 +10%
PWP
49
Pursue Wealth Partners
California
$246K – – –
KAS
50
Kestra Advisory Services
Texas
$240K +$7.2K +156 +3%
1
2
3 4

INDY Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2023, worth a combined $398M — up 14% from $350M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 83 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $398M of iShares S&P India Nifty 50 Index Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2023 and 11 closed out, a net change of +1 holder.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $19.4M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2023 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2023.