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iShares S&P India Nifty 50 Index Fund
INDY

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: 95 → 101 (+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: 3 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.1M
2
BCM
Brookstone Capital Management
Illinois
+$5.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.48M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.33M
5
AssetMark Inc
AssetMark Inc
California
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
AG
AIA Group
Hong Kong
-$115M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.43M
4
Jane Street
Jane Street
New York
-$4.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$29K +$1.97K +55 +8%
APA
77
American Portfolios Advisors
New York
$26.1K +$25.1K +702 New
OSNBOA
78
Old Second National Bank of Aurora
Illinois
$22K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$22K +$20.7K +579 +5,790%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$22K +$21.1K +590 New
Citigroup
81
Citigroup
New York
$17K – – –
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K -$107 -3 -0.7%
GI
83
Gradient Investments
Minnesota
$16K +$15.2K +425 New
SWP
84
Stratos Wealth Partners
Ohio
$13K +$12.2K +342 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$12K – – –
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$12K +$11.9K +333 New
FWM
87
Focused Wealth Management
New York
$11K – – –
HNB
88
Huntington National Bank
Ohio
$9K – – –
DAM
89
Delta Asset Management
Tennessee
$6K – – –
PCFFS
90
Pacific Center for Financial Services
California
$6K – – –
PS
91
Portfolio Strategies
New York
$6K +$5.33K +149 New
AOWM
92
Alpha Omega Wealth Management
Virginia
$5K – – –
GWM
93
Geneos Wealth Management
Colorado
$5K – – –
DBT
94
Dubuque Bank & Trust
Iowa
$5K +$4.62K +129 New
AGA
95
Accuvest Global Advisors
Utah
$3K +$2.76K +77 New
CCM
96
Cribstone Capital Management
Maine
$2K – – –
KF
97
Krilogy Financial
Missouri
$2K – – –
ECM
98
Exchange Capital Management
Michigan
$1K – – –
BHB
99
Bank Hapoalim BM
Israel
$495 -$15.8K -440 -3%
AG
100
AIA Group
Hong Kong
– -$115M -3,366,863 Closed
1 2 3
4
5

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.