iShares S&P India Nifty 50 Index Fund
INDY
91 hedge funds and large institutions have $499M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 15 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
3% more funds holding
Funds holding: 88 → 91 (+3)
3% less capital invested
Capital invested by funds: $516M → $499M (-$18M)
12.53% less ownership
Funds ownership: 61.9% → 49.37% (-13%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$55.1M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$24.8M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$21.2M |
| 4 |
BlackRock
New York
|
+$11M |
| 5 |
Morgan Stanley
New York
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
AIA Group
Hong Kong
|
-$123M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$9.76M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.23M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.6M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SG Americas Securities
New York
| – | -$158K | -4,886 | Closed |
|
|
TCM
102
TimesSquare Capital Management
New York
| – | -$87K | -2,700 | Closed |
|
103
ClearBridge Investments
New York
| – | -$63K | -1,944 | Closed |
|
|
GBBWRPM
104
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$23K | -700 | Closed |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| – | -$7K | -216 | Closed |
|
|
HR
106
Howe & Rusling
Rochester,
New York
| – | -$5K | -150 | Closed |
|
INDY Hedge Fund Activity: Q2 2017 in Review
91 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q2 2017, worth a combined $499M — down 3.5% from $516M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new INDY positions and 15 closed out — a net gain of 6 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $55.1M. The largest seller was AIA Group, exiting entirely with an estimated $123M sold.
- 91 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q2 2017, up from 88 in Q1 2017.
- Funds reported $499M of iShares S&P India Nifty 50 Index Fund stock for Q2 2017, down 3.5% quarter-over-quarter.
- 21 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q2 2017 and 15 closed out, a net change of +6 holders.
- The largest iShares S&P India Nifty 50 Index Fund buyer in Q2 2017 was AssetMark Inc, an estimated $55.1M added.
- The largest iShares S&P India Nifty 50 Index Fund seller in Q2 2017 was AIA Group, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2017.