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iShares S&P India Nifty 50 Index Fund

79 hedge funds and large institutions have $420M invested in iShares S&P India Nifty 50 Index Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $419M → $420M (+$1.82M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1% less funds holding

Funds holding: 8079 (-1)

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
24
Reduced
25
Closed
14
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
51
Jacobus Wealth Management
Wisconsin
$248K
MFS
52
MSI Financial Services
Massachusetts
$229K +$37.4K +1,370 +20%
NFG
53
Next Financial Group
Texas
$186K -$4.28K -157 -2%
Bank of America
54
Bank of America
North Carolina
$171K
GT
55
Glenmede Trust
Pennsylvania
$167K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$147K
H
57
Hexavest
Quebec, Canada
$142K
ClearBridge Investments
58
ClearBridge Investments
New York
$55K +$53K +1,944 New
TCM
59
Trafelet Capital Management
New York
$45K +$43.6K +1,600 New
Creative Planning
60
Creative Planning
Kansas
$41K +$13.9K +510 +54%
US Bancorp
61
US Bancorp
Minnesota
$38K
IA
62
IFP Advisors
Florida
$29K +$24.9K +914 +914%
RWG
63
Regal Wealth Group
California
$28K +$82 +3 +0.3%
AG
64
Advisor Group
Arizona
$25K +$25.4K +930 New
LWM
65
LBA Wealth Management
Florida
$23K
OSNBOA
66
Old Second National Bank of Aurora
Illinois
$17K -$9.96K -365 -38%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$17K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$2.97K +109 +22%
TRCT
69
Tower Research Capital (TRC)
New York
$14K +$12.8K +468 +3,120%
Citigroup
70
Citigroup
New York
$13K -$23.9K -875 -66%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$8K +$6.17K +226 +301%
AOWM
72
Alpha Omega Wealth Management
Virginia
$7K
HNB
73
Huntington National Bank
Ohio
$7K
FNBT
74
FineMark National Bank & Trust
Florida
$5K
KT
75
Kanaly Trust
Texas
$3K

INDY Hedge Fund Activity: Q2 2016 in Review

79 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q2 2016, worth a combined $420M — up 0.43% from $419M a quarter earlier.

Fund positioning in INDY was balanced in Q2 2016: 14 funds opened new positions, 14 closed out, 24 added to existing stakes and 25 trimmed.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $7.41M. The largest seller was Old Mission Capital, exiting entirely with an estimated $12.1M sold.

  • 79 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q2 2016, down from 80 in Q1 2016.
  • Funds reported $420M of iShares S&P India Nifty 50 Index Fund stock for Q2 2016, up 0.43% quarter-over-quarter.
  • 14 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q2 2016 and 14 closed out, a net change of 0 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q2 2016 was State of Tennessee, Department of Treasury, an estimated $7.41M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q2 2016 was Old Mission Capital, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2016.