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iShares S&P India Nifty 50 Index Fund

95 hedge funds and large institutions have $719M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

44% more capital invested

Capital invested by funds: $499M → $719M (+$220M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14.88% more ownership

Funds ownership: 49.37%64.25% (+15%)

4% more funds holding

Funds holding: 9195 (+4)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
39
Reduced
19
Closed
12
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
$172M +$696K +19,840 +0.4%
AG
2
AIA Group
Hong Kong
$115M +$118M +3,366,863 New
AssetMark Inc
3
AssetMark Inc
California
$105M +$49.8M +1,418,933 +86%
BlackRock
4
BlackRock
New York
$63.5M -$1.3M -36,954 -2%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$29.9M +$10.3M +292,040 +50%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$25.7M +$341K +9,700 +1%
PVH
7
Psagot Value Holdings
Israel
$23.6M +$14.2K +404 +0.1%
Wells Fargo
8
Wells Fargo
California
$22.8M +$3.47M +98,780 +17%
Morgan Stanley
9
Morgan Stanley
New York
$18.3M +$2.72M +77,612 +17%
WHG
10
Westwood Holdings Group
Texas
$13M
Verition Fund Management
11
Verition Fund Management
Connecticut
$11.7M +$12M +342,655 New
CM
12
Castleark Management
Illinois
$10.2M +$9M +256,400 +600%
UBS Group
13
UBS Group
Switzerland
$9.46M +$1.5M +42,793 +18%
Goldman Sachs
14
Goldman Sachs
New York
$8.96M -$382K -10,881 -4%
Artisan Partners
15
Artisan Partners
Wisconsin
$7.61M +$532K +15,163 +7%
RJA
16
Raymond James & Associates
Florida
$5.96M +$1.71M +48,785 +39%
Citadel Advisors
17
Citadel Advisors
Florida
$5.43M +$5.59M +159,185 New
MYAM
18
Meiji Yasuda Asset Management
Japan
$5M -$214K -6,100 -4%
Jane Street
19
Jane Street
New York
$4.9M +$5.05M +143,725 New
American Century Companies
20
American Century Companies
Missouri
$4.6M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.87M +$117K +3,325 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.87M -$381K -10,853 -9%
SAM
23
Sequent Asset Management
Texas
$3.61M -$46.9K -1,337 -1%
BFA
24
Beaumont Financial Advisors
Massachusetts
$3.04M -$31K -882 -1%
CI
25
Cavalier Investments
Georgia
$2.55M +$2.62M +74,755 New

INDY Hedge Fund Activity: Q3 2017 in Review

95 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2017, worth a combined $719M — up 44% from $499M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INDY positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was AIA Group, opening a new position worth an estimated $118M. The largest seller was MML Investors Services, cutting an estimated $1.39M.

  • 95 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2017, up from 91 in Q2 2017.
  • Funds reported $719M of iShares S&P India Nifty 50 Index Fund stock for Q3 2017, up 44% quarter-over-quarter.
  • 16 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2017 and 12 closed out, a net change of +4 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2017 was AIA Group, an estimated $118M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2017 was MML Investors Services, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2017.