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iShares S&P India Nifty 50 Index Fund

88 hedge funds and large institutions have $516M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

20% more capital invested

Capital invested by funds: $430M → $516M (+$86M)

6% more funds holding

Funds holding: 8388 (+5)

0.78% more ownership

Funds ownership: 61.11%61.9% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
26
Reduced
16
Closed
10
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$142M +$66.2K +2,200 +0.1%
AG
2
AIA Group
Hong Kong
$123M +$114M +3,802,559 New
BlackRock
3
BlackRock
New York
$50.8M +$8.12M +269,847 +21%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$28.3M +$8.79M +292,040 +50%
JHIU
5
Janus Henderson Investors US
Colorado
$24.9M +$6.71M +223,200 +41%
PVH
6
Psagot Value Holdings
Israel
$22.4M
Wells Fargo
7
Wells Fargo
California
$17.5M +$349K +11,604 +2%
WHG
8
Westwood Holdings Group
Texas
$12.3M
Goldman Sachs
9
Goldman Sachs
New York
$9.35M +$1.01M +33,660 +13%
Morgan Stanley
10
Morgan Stanley
New York
$9.32M -$326K -10,829 -4%
BCM
11
Brookstone Capital Management
Illinois
$8.23M +$7.66M +254,590 New
Artisan Partners
12
Artisan Partners
Wisconsin
$6.66M -$939K -31,204 -13%
MYAM
13
Meiji Yasuda Asset Management
Japan
$4.89M +$602K +20,000 +15%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$4.6M
American Century Companies
15
American Century Companies
Missouri
$4.37M
UBS Group
16
UBS Group
Switzerland
$4.16M +$1.61M +53,647 +72%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.83M +$402K +13,365 +13%
SAM
18
Sequent Asset Management
Texas
$3.39M +$1.47M +48,922 +88%
RIA
19
RPG Investment Advisory
California
$2.5M -$94.6K -3,144 -4%
OMC
20
Old Mission Capital
Illinois
$2.38M -$4.14M -137,541 -65%
FTUS
21
Flow Traders U.S.
New York
$2.06M -$8.04M -267,329 -81%
SCM
22
Somerset Capital Management
United Kingdom
$1.79M -$8.42M -279,995 -84%
CM
23
Castleark Management
Illinois
$1.77M +$391K +13,000 +31%
Lazard Asset Management
24
Lazard Asset Management
New York
$1.69M +$21.1K +700 +1%
CCK
25
Clarity Capital KCPS
Israel
$1.57M +$400K +13,300 New

INDY Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2017, worth a combined $516M — up 20% from $430M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INDY positions and 10 closed out — a net gain of 9 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was AIA Group, opening a new position worth an estimated $114M. The largest seller was Somerset Capital Management, cutting an estimated $8.42M.

  • 88 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2017, up from 83 in Q4 2016.
  • Funds reported $516M of iShares S&P India Nifty 50 Index Fund stock for Q1 2017, up 20% quarter-over-quarter.
  • 19 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2017 and 10 closed out, a net change of +9 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2017 was AIA Group, an estimated $114M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2017 was Somerset Capital Management, an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2017.