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iShares S&P India Nifty 50 Index Fund

55 hedge funds and large institutions have $331M invested in iShares S&P India Nifty 50 Index Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $280M → $331M (+$50.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5655 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
11
Reduced
23
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
$106M
AII
2
AGF Investments Inc
Ontario, Canada
$44.5M +$43.2M +1,894,859 New
BlackRock
3
BlackRock
New York
$33.9M -$903K -39,618 -3%
AS
4
AIA (Singapore)
Singapore
$27.7M
Artisan Partners
5
Artisan Partners
Wisconsin
$18.3M -$17.1M -749,374 -49%
RFC
6
Russell Frank Company
Washington
$15.2M -$3.85M -168,748 -20%
Deutsche Bank
7
Deutsche Bank
Germany
$7.94M +$7.69M +337,577 New
BFA
8
BlackRock Fund Advisors
California
$7.7M -$5.4M -237,131 -42%
BIT
9
BlackRock Institutional Trust
California
$7.08M +$45.1K +1,979 +0.7%
BIM
10
BlackRock Investment Management
Delaware
$6.81M -$2.48M -109,000 -27%
H
11
Hexavest
Quebec, Canada
$6.23M +$100K +4,403 +2%
WA
12
Wasatch Advisors
Utah
$5.59M
Brown Advisory
13
Brown Advisory
Maryland
$4.12M +$1.58M +69,521 +66%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.99M
MYAM
15
Meiji Yasuda Asset Management
Japan
$3.54M
Wells Fargo
16
Wells Fargo
California
$3.33M -$331K -14,536 -9%
VCAM
17
Valentine Capital Asset Management
California
$2.85M +$117K +5,115 +4%
FTUS
18
Flow Traders U.S.
New York
$2.54M -$1.71M -75,125 -41%
BCM
19
Bluefin Capital Management
New York
$2.15M -$2.3M -100,758 -52%
QI
20
QS Investors
New York
$1.91M +$1.86M +81,400 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.88M -$750K -32,915 -29%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.85M +$1.79M +78,508 New
American Century Companies
23
American Century Companies
Missouri
$1.58M -$361K -15,850 -19%
U
24
UBS
Switzerland
$1.53M +$463K +20,331 +45%
CLOS
25
Compagnie Lombard Odier SCmA
Switzerland
$1.49M +$1.44M +63,150 New

INDY Hedge Fund Activity: Q4 2013 in Review

55 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2013, worth a combined $331M — up 18% from $280M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INDY and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 11 added.

The largest buyer was AGF Investments Inc, opening a new position worth an estimated $43.2M. The largest seller was Artisan Partners, cutting an estimated $17.1M.

  • 55 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2013, down from 56 in Q3 2013.
  • Funds reported $331M of iShares S&P India Nifty 50 Index Fund stock for Q4 2013, up 18% quarter-over-quarter.
  • 7 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2013 and 8 closed out, a net change of -1 holder.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2013 was AGF Investments Inc, an estimated $43.2M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2013 was Artisan Partners, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2013.