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iShares S&P India Nifty 50 Index Fund

91 hedge funds and large institutions have $702M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.73% less ownership

Funds ownership: 64.78%62.04% (-2.7%)

10% less funds holding

Funds holding: 10191 (-10)

10% less capital invested

Capital invested by funds: $782M → $702M (-$80.4M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
32
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
51
Fort Washington Investment Advisors
Ohio
$244K +$253K +6,900 New
GT
52
Glenmede Trust
Pennsylvania
$233K
IA
53
IFP Advisors
Florida
$224K
Creative Planning
54
Creative Planning
Kansas
$202K -$1.18K -32 -0.6%
SC
55
Scotia Capital
Ontario, Canada
$200K +$208K +5,651 New
Citigroup
56
Citigroup
New York
$193K +$184K +5,000 +1,111%
ASN
57
Advisory Services Network
Georgia
$167K +$145K +3,936 +501%
PA
58
Parallel Advisors
California
$161K
Toronto Dominion Bank
59
Toronto Dominion Bank
Ontario, Canada
$159K +$55.1K +1,500 +50%
VFA
60
Valeo Financial Advisors
Indiana
$138K
Bank of America
61
Bank of America
North Carolina
$129K -$195K -5,319 -59%
AG
62
Advisor Group
Arizona
$128K -$7.38K -201 -5%
S
63
SignatureFD
Georgia
$111K +$115K +3,127 New
VCM
64
Virtue Capital Management
Tennessee
$104K -$1.69K -46 -2%
IWM
65
IHT Wealth Management
Illinois
$104K
TRCT
66
Tower Research Capital (TRC)
New York
$71K +$52K +1,417 +241%
MIFH
67
Migdal Insurance & Financial Holdings
Israel
$61K +$5.14K +140 +9%
H
68
Hexavest
Quebec, Canada
$60K -$57.9K -1,576 -48%
WIM
69
Westside Investment Management
California
$49.1K
US Bancorp
70
US Bancorp
Minnesota
$42K
RWG
71
Regal Wealth Group
California
$36K +$37 +1 +0.1%
APA
72
American Portfolios Advisors
New York
$33.3K +$8.81K +240 +34%
OSNBOA
73
Old Second National Bank of Aurora
Illinois
$21K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$17K +$5.14K +140 +42%
GI
75
Gradient Investments
Minnesota
$15K

INDY Hedge Fund Activity: Q1 2018 in Review

91 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2018, worth a combined $702M — down 10% from $782M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of INDY and 9 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Westwood Holdings Group, adding an estimated $15.8M. The largest seller was Psagot Value Holdings, cutting an estimated $14.3M.

  • 91 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2018, down from 101 in Q4 2017.
  • Funds reported $702M of iShares S&P India Nifty 50 Index Fund stock for Q1 2018, down 10% quarter-over-quarter.
  • 9 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2018 and 19 closed out, a net change of -10 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2018 was Westwood Holdings Group, an estimated $15.8M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2018 was Psagot Value Holdings, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2018.