iShares S&P India Nifty 50 Index Fund
INDY
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.73% less ownership
Funds ownership: 64.78% → 62.04% (-2.7%)
10% less funds holding
Funds holding: 101 → 91 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$15.8M |
| 2 |
AIM
AIA Investment Management
Singapore
|
+$10.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.12M |
| 4 |
AssetMark Inc
Concord,
California
|
+$3.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$14.3M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$11.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.36M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.78M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRF
101
B. Riley Financial
Los Angeles,
California
| – | -$260K | -7,001 | Closed |
|
|
MOS
102
MGO One Seven
Beachwood,
Ohio
| – | -$198K | -5,325 | Closed |
|
|
SFFS
103
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$174K | -4,685 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22K | -590 | Closed |
|
|
DBT
105
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$5K | -129 | Closed |
|
|
AGA
106
Accuvest Global Advisors
Provo,
Utah
| – | -$3K | -77 | Closed |
|
|
CCM
107
Cribstone Capital Management
Augusta,
Maine
| – | -$2K | -45 | Closed |
|
|
ECM
108
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$1K | -35 | 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.