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iShares S&P India Nifty 50 Index Fund

83 hedge funds and large institutions have $430M invested in iShares S&P India Nifty 50 Index Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.11% more ownership

Funds ownership: 0%61.11% (+61%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $459M → $430M (-$28.5M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
19
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$165K
NFG
52
Next Financial Group
Texas
$162K -$18.7K -657 -10%
GT
53
Glenmede Trust
Pennsylvania
$161K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$141K
CLOS
55
Compagnie Lombard Odier SCmA
Switzerland
$78K -$1.05M -36,766 -93%
ClearBridge Investments
56
ClearBridge Investments
New York
$53K
US Bancorp
57
US Bancorp
Minnesota
$47K -$3.7K -130 -7%
IA
58
IFP Advisors
Florida
$34K
AG
59
Advisor Group
Arizona
$29K +$2.53K +89 +10%
RWG
60
Regal Wealth Group
California
$27K
CFA
61
CT Financial Advisors
Pennsylvania
$26.7K +$28 +1 +0.1%
Creative Planning
62
Creative Planning
Kansas
$26K +$57 +2 +0.2%
MIFH
63
Migdal Insurance & Financial Holdings
Israel
$25K +$25.6K +900 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$17K
OSNBOA
65
Old Second National Bank of Aurora
Illinois
$16K
TRCT
66
Tower Research Capital (TRC)
New York
$14K -$7.59K -267 -34%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$483 -17 -3%
Citigroup
68
Citigroup
New York
$12K -$2.84K -100 -18%
JP Morgan Chase
69
JP Morgan Chase
New York
$10K +$10.5K +370 New
FWM
70
Focused Wealth Management
New York
$8K +$8.79K +309 New
AOWM
71
Alpha Omega Wealth Management
Virginia
$7K
HNB
72
Huntington National Bank
Ohio
$7K
FNBT
73
FineMark National Bank & Trust
Florida
$5K
PCFFS
74
Pacific Center for Financial Services
California
$5K +$4.72K +166 New
KT
75
Kanaly Trust
Texas
$3K

INDY Hedge Fund Activity: Q4 2016 in Review

83 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2016, worth a combined $430M — down 6.2% from $459M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $10.8M. The largest seller was BlackRock Investment Management, exiting entirely with an estimated $7.09M sold.

  • 83 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $430M of iShares S&P India Nifty 50 Index Fund stock for Q4 2016, down 6.2% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2016 was Westwood Holdings Group, an estimated $10.8M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2016 was BlackRock Investment Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2016.