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iShares S&P India Nifty 50 Index Fund

66 hedge funds and large institutions have $299M invested in iShares S&P India Nifty 50 Index Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 60.79%62.36% (+1.6%)

27% less funds holding

Funds holding: 9066 (-24)

38% less capital invested

Capital invested by funds: $480M → $299M (-$181M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-24
Holders Change %
-26.67%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
10
Reduced
22
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$13K
WQ
52
Wealth Quarterback
New Jersey
$12.6K -$246K -7,075 -94%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6K
CTC
54
Central Trust Company
Missouri
$5K
EWM
55
EPG Wealth Management
Georgia
$5K
BFEC
56
Benjamin F. Edwards & Company
Missouri
$4K -$468K -13,489 -99%
PCFFS
57
Pacific Center for Financial Services
California
$4K
GWM
58
Geneos Wealth Management
Colorado
$3K
JP Morgan Chase
59
JP Morgan Chase
New York
$3K
AssetMark Inc
60
AssetMark Inc
California
$2K
KFS
61
Kelly Financial Services
Massachusetts
$1.71K
FHA
62
Flagship Harbor Advisors
Massachusetts
$1K
IA
63
IFP Advisors
Florida
$1K
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$1K
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
-$39.9M -1,032,493 Closed
Russell Investments Group
66
Russell Investments Group
United Kingdom
-$5.07M -131,310 Closed
SAM
67
Sequent Asset Management
Texas
-$3.18M -82,315 Closed
Truist Financial
68
Truist Financial
North Carolina
-$2.37M -61,468 Closed
Nomura Asset Management
69
Nomura Asset Management
Japan
-$2M -51,800 Closed
CAM
70
Carret Asset Management
New York
-$1.4M -36,180 Closed
Stifel Financial
71
Stifel Financial
Missouri
-$1.17M -30,273 Closed
BCM
72
Barometer Capital Management
Ontario, Canada
-$1.04M -27,000 Closed
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
-$987K -25,566 Closed
TF
74
TIAA FSB
Florida
-$815K -21,099 Closed
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
-$595K -15,400 Closed

INDY Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2020, worth a combined $299M — down 38% from $480M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of INDY and 10 opened new positions — a net loss of 22 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Clal Insurance, opening a new position worth an estimated $31.9M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $39.9M sold.

  • 66 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2020, down from 90 in Q4 2019.
  • Funds reported $299M of iShares S&P India Nifty 50 Index Fund stock for Q1 2020, down 38% quarter-over-quarter.
  • 10 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2020 and 32 closed out, a net change of -22 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2020 was Clal Insurance, an estimated $31.9M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2020 was Janus Henderson Group, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2020.