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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$1.18K -32 -7%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$12K
SWP
78
Stratos Wealth Partners
Ohio
$12K
FWM
79
Focused Wealth Management
New York
$11K
HNB
80
Huntington National Bank
Ohio
$9K
SEI Investments
81
SEI Investments
Pennsylvania
$6K -$567K -15,427 -99%
PCFFS
82
Pacific Center for Financial Services
California
$6K
AOWM
83
Alpha Omega Wealth Management
Virginia
$5K
DAM
84
Delta Asset Management
Tennessee
$5K
PS
85
Portfolio Strategies
New York
$5K
GWM
86
Geneos Wealth Management
Colorado
$4K
NC
87
NewSquare Capital
Pennsylvania
$2K -$1.84M -50,049 -99%
KF
88
Krilogy Financial
Missouri
$2K
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.87K +51 New
TFA
90
Transamerica Financial Advisors
Florida
$1K -$365K -9,935 -100%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
-$6.78M -182,726 Closed
BCM
92
Brookstone Capital Management
Illinois
-$5.5M -148,082 Closed
American Century Companies
93
American Century Companies
Missouri
-$3.13M -84,227 Closed
CI
94
Cavalier Investments
Georgia
-$3.12M -84,146 Closed
BCM
95
Barometer Capital Management
Ontario, Canada
-$2.93M -79,050 Closed
BFA
96
Beaumont Financial Advisors
Massachusetts
-$2.84M -76,468 Closed
FAAS
97
First Allied Advisory Services
California
-$1.02M -27,269 Closed
AI
98
Atria Investments
North Carolina
-$822K -22,143 Closed
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
-$483K -13,000 Closed
DC
100
Davenport & Co
Virginia
-$475K -12,803 Closed

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.