We are live on ! Find out more
INDY icon

iShares S&P India Nifty 50 Index Fund

79 hedge funds and large institutions have $540M invested in iShares S&P India Nifty 50 Index Fund in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $491M → $540M (+$49.1M)

3% more funds holding

Funds holding: 7779 (+2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
20
Increased
30
Reduced
19
Closed
16
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
$122M
AII
2
AGF Investments Inc
Ontario, Canada
$83.7M +$2.28M +74,904 +3%
AS
3
AIA (Singapore)
Singapore
$48.6M +$2.93M +96,000 +6%
BlackRock
4
BlackRock
New York
$39.1M +$3.12M +102,368 +9%
BC
5
Brinker Capital
Pennsylvania
$28.1M +$28.6M +938,498 New
Wells Fargo
6
Wells Fargo
California
$23.8M +$5.67M +185,849 +30%
RFC
7
Russell Frank Company
Washington
$20.6M +$10.6M +347,343 +102%
SCM
8
Somerset Capital Management
United Kingdom
$19.5M +$2.54M +83,201 +15%
BIT
9
BlackRock Institutional Trust
California
$12.6M +$1.07M +35,187 +9%
ACM
10
Arlington Capital Management
Illinois
$11.6M +$11.8M +387,192 New
Morgan Stanley
11
Morgan Stanley
New York
$10.7M -$2.91M -95,543 -21%
JHIU
12
Janus Henderson Investors US
Colorado
$10.6M +$3.81M +125,082 +55%
PVH
13
Psagot Value Holdings
Israel
$10.4M +$10.6M +347,110 New
FTB
14
First Trust Bank
Bahamas
$9.51M +$2.04M +67,000 +27%
BFA
15
BlackRock Fund Advisors
California
$8.98M +$2.79M +91,384 +44%
Brown Advisory
16
Brown Advisory
Maryland
$7.77M +$2.58M +84,561 +48%
H
17
Hexavest
Quebec, Canada
$6.67M +$6.74M +221,082 +11,291%
BIM
18
BlackRock Investment Management
Delaware
$6.26M +$610K +20,000 +11%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$5.6M
MYAM
20
Meiji Yasuda Asset Management
Japan
$5.37M +$704K +23,100 +15%
WA
21
Wasatch Advisors
Utah
$4.21M -$904K -29,640 -17%
Goldman Sachs
22
Goldman Sachs
New York
$3.19M -$614K -20,151 -16%
UBS Group
23
UBS Group
Switzerland
$2.98M +$3.04M +99,661 New
B
24
Baird
Wisconsin
$2.88M +$649K +21,285 +28%
VCAM
25
Valentine Capital Asset Management
California
$2.84M +$2.9M +95,105 New

INDY Hedge Fund Activity: Q4 2014 in Review

79 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2014, worth a combined $540M — up 10% from $491M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new INDY positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Brinker Capital, opening a new position worth an estimated $28.6M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $15.8M sold.

  • 79 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2014, up from 77 in Q3 2014.
  • Funds reported $540M of iShares S&P India Nifty 50 Index Fund stock for Q4 2014, up 10% quarter-over-quarter.
  • 20 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2014 and 16 closed out, a net change of +4 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2014 was Brinker Capital, an estimated $28.6M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2014 was Arrowstreet Capital, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2014.