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iShares S&P India Nifty 50 Index Fund
INDY

88 hedge funds and large institutions have $518M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

26% more capital invested

Capital invested by funds: $412M → $518M (+$106M)

7% more funds holding

Funds holding: 82 → 88 (+6)

5.5% more ownership

Funds ownership: 53.81% → 59.31% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
32
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$80.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.3M
4
HFS
HL Financial Services
Kentucky
+$5.74M
5
UBS Group
UBS Group
Switzerland
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$5.08M
2
WHG
Westwood Holdings Group
Texas
-$4.85M
3
RIA
RPG Investment Advisory
California
-$2.02M
4
SG Americas Securities
SG Americas Securities
New York
-$982K
5
IA
IFP Advisors
Florida
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$11K – – –
HNB
77
Huntington National Bank
Ohio
$9K – – –
PCFFS
78
Pacific Center for Financial Services
California
$6K – – –
DAM
79
Delta Asset Management
Tennessee
$5K – – –
PS
80
Portfolio Strategies
New York
$5K – – –
GWM
81
Geneos Wealth Management
Colorado
$4K – – –
FHB
82
First Hawaiian Bank
Hawaii
$3K +$2.73K +75 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
KF
84
Krilogy Financial
Missouri
$2K +$2.04K +56 New
TFA
85
Transamerica Financial Advisors
Florida
$1K -$36 -1 -6%
FHA
86
Flagship Harbor Advisors
Massachusetts
$1K – – –
RIA
87
RPG Investment Advisory
California
– -$2.02M -57,410 Closed
SG Americas Securities
88
SG Americas Securities
New York
– -$982K -27,909 Closed
OMC
89
Old Mission Capital
Illinois
– -$621K -17,660 Closed
CA
90
Commerzbank Aktiengesellschaft
Germany
– -$529K -15,035 Closed
VF
91
Virtu Financial
New York
– -$405K -11,512 Closed
SPC
92
Sigma Planning Corp
Michigan
– -$208K -5,904 Closed
H
93
Hexavest
Quebec, Canada
– -$60K -1,699 Closed
WIM
94
Westside Investment Management
California
– -$48.8K -1,400 Closed
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
– -$20K -565 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$18K -505 Closed
CF
97
Centaurus Financial
California
– -$12K -350 Closed
AIM
98
Advantage Investment Management
Iowa
– -$10K -290 Closed
SEI Investments
99
SEI Investments
Pennsylvania
– -$1K -35 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
– +$400 +11 New
1 2 3
4

INDY Hedge Fund Activity: Q3 2018 in Review

88 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2018, worth a combined $518M — up 26% from $412M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INDY positions and 13 closed out — a net gain of 6 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $80.4M. The largest seller was Goldman Sachs, cutting an estimated $5.08M.

  • 88 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2018, up from 82 in Q2 2018.
  • Funds reported $518M of iShares S&P India Nifty 50 Index Fund stock for Q3 2018, up 26% quarter-over-quarter.
  • 19 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2018 and 13 closed out, a net change of +6 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2018 was AssetMark Inc, an estimated $80.4M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2018 was Goldman Sachs, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2018.