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iShares S&P India Nifty 50 Index Fund

101 hedge funds and large institutions have $782M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $719M → $782M (+$63.6M)

6% more funds holding

Funds holding: 95101 (+6)

0.53% more ownership

Funds ownership: 64.25%64.78% (+0.53%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
34
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
51
Harel Insurance Investments & Financial Services
Israel
$483K +$60.1K +1,679 +15%
DC
52
Davenport & Co
Virginia
$475K +$8.41K +235 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$406K +$2.18K +61 +0.6%
TFA
54
Transamerica Financial Advisors
Florida
$370K +$9.27K +259 +3%
JP Morgan Chase
55
JP Morgan Chase
New York
$347K +$212K +5,916 +172%
Bank of America
56
Bank of America
North Carolina
$333K -$1.42M -39,742 -82%
CRC
57
Curi RMB Capital
Illinois
$325K +$314K +8,765 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$288K -$15.1K -421 -5%
BRF
59
B. Riley Financial
California
$260K +$251K +7,001 New
GT
60
Glenmede Trust
Pennsylvania
$233K
IA
61
IFP Advisors
Florida
$224K -$32.2K -899 -13%
Creative Planning
62
Creative Planning
Kansas
$214K +$206K +5,753 New
MOS
63
MGO One Seven
Ohio
$198K +$191K +5,325 New
SFFS
64
Stonehage Fleming Financial Services
Jersey
$174K
PA
65
Parallel Advisors
California
$169K -$9.41K -263 -5%
VFA
66
Valeo Financial Advisors
Indiana
$145K
AG
67
Advisor Group
Arizona
$142K +$32.8K +915 +32%
H
68
Hexavest
Quebec, Canada
$122K -$50.3K -1,406 -30%
IWM
69
IHT Wealth Management
Illinois
$111K +$3.01K +84 +3%
Toronto Dominion Bank
70
Toronto Dominion Bank
Ontario, Canada
$111K +$107K +3,000 New
VCM
71
Virtue Capital Management
Tennessee
$110K +$106K +2,969 New
MIFH
72
Migdal Insurance & Financial Holdings
Israel
$59K
WIM
73
Westside Investment Management
California
$52.8K
US Bancorp
74
US Bancorp
Minnesota
$45K
RWG
75
Regal Wealth Group
California
$38K +$36 +1 +0.1%

INDY Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2017, worth a combined $782M — up 8.9% from $719M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 15 closed out — a net gain of 7 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.1M. The largest seller was AIA Group, exiting entirely with an estimated $115M sold.

  • 101 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $782M of iShares S&P India Nifty 50 Index Fund stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2017 and 15 closed out, a net change of +7 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2017 was Wells Fargo, an estimated $10.1M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2017 was AIA Group, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2017.