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iShares S&P India Nifty 50 Index Fund

79 hedge funds and large institutions have $540M invested in iShares S&P India Nifty 50 Index Fund in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $491M → $540M (+$49.1M)

3% more funds holding

Funds holding: 7779 (+2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
20
Increased
30
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$284K -$79.3K -2,600 -21%
Ameriprise
52
Ameriprise
Minnesota
$271K +$264K +8,666 +2,156%
Bank of America
53
Bank of America
North Carolina
$267K +$11K +361 +4%
JWM
54
Jacobus Wealth Management
Wisconsin
$262K
Deutsche Bank
55
Deutsche Bank
Germany
$255K
OAM
56
Orinda Asset Management
California
$250K -$6.92K -227 -3%
LS
57
Lattice Strategies
Pennsylvania
$232K -$38K -1,245 -14%
RCG
58
Ruane, Cunniff & Goldfarb
New York
$232K -$35.4K -1,160 -13%
Credit Agricole
59
Credit Agricole
France
$213K -$59K -1,936 -21%
BCM
60
BlueCrest Capital Management
Jersey
$200K +$204K +6,700 New
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$179K -$168K -5,500 -48%
GT
62
Glenmede Trust
Pennsylvania
$177K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$152K
WA
64
WFG Advisors
Texas
$56K -$9.66K -317 -15%
NPC
65
National Planning Corporation
California
$48.3K +$49.8K +1,635 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$46K +$38.1K +1,250 +419%
US Bancorp
67
US Bancorp
Minnesota
$40K +$3.96K +130 +11%
Creative Planning
68
Creative Planning
Kansas
$28K
AIG
69
American International Group
New York
$25.4K -$6.1K -200 -19%
BRWM
70
B. Riley Wealth Management
Tennessee
$16K -$3.05K -100 -15%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$10K +$2.19K +72 +29%
FNBT
72
FineMark National Bank & Trust
Florida
$6K
Citigroup
73
Citigroup
New York
$6K +$5.55K +182 +728%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$5K +$4.63K +152 New
NFG
75
Next Financial Group
Texas
$5K +$4.79K +157 New

INDY Hedge Fund Activity: Q4 2014 in Review

79 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2014, worth a combined $540M — up 10% from $491M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new INDY positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Brinker Capital, opening a new position worth an estimated $28.6M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $15.8M sold.

  • 79 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2014, up from 77 in Q3 2014.
  • Funds reported $540M of iShares S&P India Nifty 50 Index Fund stock for Q4 2014, up 10% quarter-over-quarter.
  • 20 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2014 and 16 closed out, a net change of +4 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2014 was Brinker Capital, an estimated $28.6M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2014 was Arrowstreet Capital, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2014.