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iShares S&P India Nifty 50 Index Fund

88 hedge funds and large institutions have $516M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $430M → $516M (+$86M)

6% more funds holding

Funds holding: 8388 (+5)

0.78% more ownership

Funds ownership: 61.11%61.9% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
26
Reduced
16
Closed
10
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
51
InterOcean Capital
Illinois
$324K +$79.6K +2,646 +36%
Prudential Financial
52
Prudential Financial
New Jersey
$300K +$279K +9,272 New
JWM
53
Jacobus Wealth Management
Wisconsin
$283K
Macquarie Group
54
Macquarie Group
Australia
$210K
NFG
55
Next Financial Group
Texas
$196K
GT
56
Glenmede Trust
Pennsylvania
$191K
MIFH
57
Migdal Insurance & Financial Holdings
Israel
$191K +$150K +5,000 +556%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$167K
SG Americas Securities
59
SG Americas Securities
New York
$158K +$147K +4,886 New
CG
60
Cutler Group
California
$152K +$141K +4,700 +20,435%
H
61
Hexavest
Quebec, Canada
$151K -$146K -4,837 -51%
PA
62
Parallel Advisors
California
$136K +$124K +4,128 New
SFFS
63
Stonehage Fleming Financial Services
Jersey
$115K +$107K +3,560 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$105K +$95.9K +3,189 +4,252%
TCM
65
TimesSquare Capital Management
New York
$87K +$81.2K +2,700 New
ClearBridge Investments
66
ClearBridge Investments
New York
$63K
US Bancorp
67
US Bancorp
Minnesota
$55K
WIM
68
Westside Investment Management
California
$45.4K -$41.5K -1,379 -50%
IA
69
IFP Advisors
Florida
$40K
AG
70
Advisor Group
Arizona
$33K
RWG
71
Regal Wealth Group
California
$32K
CFA
72
CT Financial Advisors
Pennsylvania
$31.6K
Creative Planning
73
Creative Planning
Kansas
$31K -$60 -2 -0.2%
WAM
74
Wolverine Asset Management
Illinois
$31K +$28.9K +962 New
GBBWRPM
75
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K +$21.1K +700 New

INDY Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2017, worth a combined $516M — up 20% from $430M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INDY positions and 10 closed out — a net gain of 9 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was AIA Group, opening a new position worth an estimated $114M. The largest seller was Somerset Capital Management, cutting an estimated $8.42M.

  • 88 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2017, up from 83 in Q4 2016.
  • Funds reported $516M of iShares S&P India Nifty 50 Index Fund stock for Q1 2017, up 20% quarter-over-quarter.
  • 19 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2017 and 10 closed out, a net change of +9 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2017 was AIA Group, an estimated $114M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2017 was Somerset Capital Management, an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2017.