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iShares S&P India Nifty 50 Index Fund

83 hedge funds and large institutions have $430M invested in iShares S&P India Nifty 50 Index Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61.11% more ownership

Funds ownership: 0%61.11% (+61%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $459M → $430M (-$28.5M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
19
Reduced
28
Closed
10
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
$120M +$134K +4,700 +0.1%
AS
2
AIA (Singapore)
Singapore
$106M +$4.19M +147,253 +4%
BlackRock
3
BlackRock
New York
$35.6M +$183K +6,429 +0.5%
PVH
4
Psagot Value Holdings
Israel
$18.9M
Russell Investments Group
5
Russell Investments Group
United Kingdom
$16M +$16.6M +584,080 New
JHIU
6
Janus Henderson Investors US
Colorado
$15M +$6.03M +212,000 +63%
Wells Fargo
7
Wells Fargo
California
$14.5M -$3.39M -119,054 -18%
WHG
8
Westwood Holdings Group
Texas
$10.4M +$10.8M +380,000 New
SCM
9
Somerset Capital Management
United Kingdom
$9.17M -$1.24M -43,444 -11%
FTUS
10
Flow Traders U.S.
New York
$9.05M +$9.4M +330,661 +95,018%
Morgan Stanley
11
Morgan Stanley
New York
$8.18M +$295K +10,371 +4%
Goldman Sachs
12
Goldman Sachs
New York
$6.99M -$825K -29,019 -10%
Artisan Partners
13
Artisan Partners
Wisconsin
$6.48M +$62.6K +2,200 +0.9%
BIT
14
BlackRock Institutional Trust
California
$6.33M +$208K +7,300 +3%
OMC
15
Old Mission Capital
Illinois
$5.78M +$5.65M +198,501 +1,549%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$3.89M
American Century Companies
17
American Century Companies
Missouri
$3.69M
MYAM
18
Meiji Yasuda Asset Management
Japan
$3.59M -$495K -17,400 -12%
Jane Street
19
Jane Street
New York
$3.21M +$1.86M +65,278 +125%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.87M -$101K -3,536 -3%
Citadel Advisors
21
Citadel Advisors
Florida
$2.24M +$2.33M +82,033 New
RIA
22
RPG Investment Advisory
California
$2.2M -$136K -4,795 -6%
UBS Group
23
UBS Group
Switzerland
$2.05M -$42K -1,476 -2%
SAM
24
Sequent Asset Management
Texas
$1.53M
Lazard Asset Management
25
Lazard Asset Management
New York
$1.41M +$108K +3,800 +8%

INDY Hedge Fund Activity: Q4 2016 in Review

83 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2016, worth a combined $430M — down 6.2% from $459M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $10.8M. The largest seller was BlackRock Investment Management, exiting entirely with an estimated $7.09M sold.

  • 83 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $430M of iShares S&P India Nifty 50 Index Fund stock for Q4 2016, down 6.2% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2016 was Westwood Holdings Group, an estimated $10.8M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2016 was BlackRock Investment Management, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2016.