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iShares S&P India Nifty 50 Index Fund

101 hedge funds and large institutions have $782M invested in iShares S&P India Nifty 50 Index Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $719M → $782M (+$63.6M)

6% more funds holding

Funds holding: 95101 (+6)

0.53% more ownership

Funds ownership: 64.25%64.78% (+0.53%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
34
Reduced
21
Closed
15
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
$187M +$154K +4,300 +0.1%
AIM
2
AIA Investment Management
Singapore
$128M +$124M +3,472,052 New
AssetMark Inc
3
AssetMark Inc
California
$116M +$1.8M +50,285 +2%
BlackRock
4
BlackRock
New York
$67.2M -$1.86M -51,890 -3%
Wells Fargo
5
Wells Fargo
California
$35.3M +$10.1M +282,341 +42%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$32.3M
PVH
7
Psagot Value Holdings
Israel
$26.1M +$379K +10,575 +2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$23.6M -$4.18M -116,700 -16%
Morgan Stanley
9
Morgan Stanley
New York
$20.3M +$325K +9,090 +2%
WHG
10
Westwood Holdings Group
Texas
$14.1M
CM
11
Castleark Management
Illinois
$11.1M
UBS Group
12
UBS Group
Switzerland
$10.4M +$64K +1,789 +0.6%
Goldman Sachs
13
Goldman Sachs
New York
$8.49M -$1.22M -34,057 -13%
Artisan Partners
14
Artisan Partners
Wisconsin
$7.34M -$904K -25,260 -11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.78M +$2.48M +69,342 +61%
RJA
16
Raymond James & Associates
Florida
$6.74M +$235K +6,574 +4%
BCM
17
Brookstone Capital Management
Illinois
$5.5M +$5.3M +148,082 New
MYAM
18
Meiji Yasuda Asset Management
Japan
$5.45M
BDS
19
Banco de Sabadell
Florida
$4.32M +$4.16M +116,305 New
SAM
20
Sequent Asset Management
Texas
$4.16M +$221K +6,183 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.92M -$283K -7,898 -7%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$3.58M +$2.33M +65,000 +206%
American Century Companies
23
American Century Companies
Missouri
$3.13M -$1.82M -50,800 -38%
CI
24
Cavalier Investments
Georgia
$3.12M +$336K +9,391 +13%
BCM
25
Barometer Capital Management
Ontario, Canada
$2.93M +$721K +20,150 +34%

INDY Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2017, worth a combined $782M — up 8.9% from $719M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 15 closed out — a net gain of 7 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.1M. The largest seller was AIA Group, exiting entirely with an estimated $115M sold.

  • 101 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $782M of iShares S&P India Nifty 50 Index Fund stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2017 and 15 closed out, a net change of +7 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2017 was Wells Fargo, an estimated $10.1M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2017 was AIA Group, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2017.