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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
TCA
76
Transcend Capital Advisors
New Jersey
-$460K -11,918 Closed
JMPWA
77
JP Morgan Private Wealth Advisors
California
-$362K -9,369 Closed
Northern Trust
78
Northern Trust
Illinois
-$329K -8,524 Closed
Bank of New York Mellon
79
Bank of New York Mellon
New York
-$309K -8,000 Closed
LTI
80
Laffer Tengler Investments
Tennessee
-$222K -5,738 Closed
RIA
81
Realta Investment Advisors
Delaware
-$215K -5,621 Closed
BHB
82
Bank Hapoalim BM
Israel
-$214K -5,545 Closed
BRWM
83
B. Riley Wealth Management
Tennessee
-$203K -5,249 Closed
PIMG
84
Patriot Investment Management Group
Tennessee
-$201K -5,206 Closed
VCP
85
Verus Capital Partners
Arizona
-$84K -2,185 Closed
TF
86
Tompkins Financial
New York
-$61K -1,589 Closed
SW
87
SVB Wealth
Massachusetts
-$24K -617 Closed
TCWM
88
Total Clarity Wealth Management
Illinois
-$15K -400 Closed
CHAM
89
Clear Harbor Asset Management
Connecticut
-$11.8K -305 Closed
TRCT
90
Tower Research Capital (TRC)
New York
-$8K -200 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
-$7K -193 Closed
Fidelity Investments
92
Fidelity Investments
Massachusetts
-$6.04K -174 -99%
BEI
93
Benjamin Edwards Inc
Missouri
-$6K -146 Closed
S
94
SignatureFD
Georgia
-$6K -143 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
-$4K -109 Closed
SIM
96
Sonora Investment Management
Arizona
-$4K -101 Closed
NC
97
NewSquare Capital
Pennsylvania
-$1K -15 Closed
CAN
98
Claraphi Advisory Network
United States
+$69 +2 New

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.