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iShares S&P India Nifty 50 Index Fund

56 hedge funds and large institutions have $280M invested in iShares S&P India Nifty 50 Index Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

45% more capital invested

Capital invested by funds: $193M → $280M (+$86.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 5956 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
22
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$95.1M +$96.4M +4,523,143 New
Artisan Partners
2
Artisan Partners
Wisconsin
$32.1M +$385K +18,061 +1%
BlackRock
3
BlackRock
New York
$31.2M +$765K +35,896 +2%
AS
4
AIA (Singapore)
Singapore
$24.8M +$1.86M +87,200 +8%
RFC
5
Russell Frank Company
Washington
$17.9M +$1.54M +72,000 +9%
BFA
6
BlackRock Fund Advisors
California
$11.9M +$522K +24,500 +5%
BIM
7
BlackRock Investment Management
Delaware
$8.38M
BIT
8
BlackRock Institutional Trust
California
$6.29M +$2.29M +107,202 +56%
H
9
Hexavest
Quebec, Canada
$5.47M +$3.74M +175,227 +206%
WA
10
Wasatch Advisors
Utah
$5M +$5.07M +237,723 New
BCM
11
Bluefin Capital Management
New York
$4M +$3.44M +161,171 +522%
FTUS
12
Flow Traders U.S.
New York
$3.84M +$3.9M +182,943 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.57M
Wells Fargo
14
Wells Fargo
California
$3.29M -$210K -9,838 -6%
MYAM
15
Meiji Yasuda Asset Management
Japan
$3.16M
VCAM
16
Valentine Capital Asset Management
California
$2.44M +$62K +2,910 +3%
Jane Street
17
Jane Street
New York
$2.4M +$2.12M +99,346 +676%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.37M +$1.63M +76,266 +209%
Brown Advisory
19
Brown Advisory
Maryland
$2.23M +$1.43M +67,000 +172%
American Century Companies
20
American Century Companies
Missouri
$1.76M -$1.51M -70,880 -46%
STC
21
SEI Trust Company
Pennsylvania
$1.6M -$870K -40,790 -35%
Bank of America
22
Bank of America
North Carolina
$1.41M -$805K -37,737 -36%
AG
23
Ashmore Group
United Kingdom
$1.19M +$517K +24,237 +75%
Goldman Sachs
24
Goldman Sachs
New York
$992K +$110K +5,140 +12%
U
25
UBS
Switzerland
$939K +$369K +17,316 +63%

INDY Hedge Fund Activity: Q3 2013 in Review

56 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2013, worth a combined $280M — up 45% from $193M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INDY and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 22 added.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.07M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $12.8M sold.

  • 56 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2013, down from 59 in Q2 2013.
  • Funds reported $280M of iShares S&P India Nifty 50 Index Fund stock for Q3 2013, up 45% quarter-over-quarter.
  • 7 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2013 and 8 closed out, a net change of -1 holder.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2013 was Wasatch Advisors, an estimated $5.07M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2013 was Bank of New York Mellon, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2013.