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iShares S&P India Nifty 50 Index Fund

91 hedge funds and large institutions have $702M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.73% less ownership

Funds ownership: 64.78%62.04% (-2.7%)

10% less funds holding

Funds holding: 10191 (-10)

10% less capital invested

Capital invested by funds: $782M → $702M (-$80.4M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
32
Closed
19
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
$179M +$47.7K +1,300 +0%
AIM
2
AIA Investment Management
Singapore
$133M +$10.4M +283,430 +8%
AssetMark Inc
3
AssetMark Inc
California
$113M +$3.1M +84,352 +3%
BlackRock
4
BlackRock
New York
$65.7M +$1.67M +45,572 +3%
WHG
5
Westwood Holdings Group
Texas
$28.6M +$15.8M +429,636 +113%
Wells Fargo
6
Wells Fargo
California
$24.6M -$9.36M -254,812 -27%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$22.2M -$312K -8,500 -1%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$19.5M -$11.9M -324,500 -37%
Morgan Stanley
9
Morgan Stanley
New York
$15.5M -$4.02M -109,422 -20%
PVH
10
Psagot Value Holdings
Israel
$11.1M -$14.3M -389,180 -55%
CM
11
Castleark Management
Illinois
$10.6M
Goldman Sachs
12
Goldman Sachs
New York
$8.19M +$100K +2,722 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.82M +$8.12M +221,041 New
Artisan Partners
14
Artisan Partners
Wisconsin
$6.38M -$633K -17,245 -9%
UBS Group
15
UBS Group
Switzerland
$4.84M -$5.23M -142,416 -51%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.81M +$88K +2,396 +2%
SAM
17
Sequent Asset Management
Texas
$3.47M -$178K -4,846 -4%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$3.41M
BDS
19
Banco de Sabadell
Florida
$3.29M -$826K -22,483 -19%
CFMC
20
Curbstone Financial Management Corp
New Hampshire
$2.62M +$1.39M +37,925 +105%
SCM
21
Somerset Capital Management
United Kingdom
$2.4M
CA
22
CastleArk Alternatives
Illinois
$2.29M -$90K -2,450 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$2.14M +$2.22M +60,578 New
ACP
24
Aveo Capital Partners
Colorado
$2.13M +$215K +5,861 +11%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.09M -$629K -17,129 -22%

INDY Hedge Fund Activity: Q1 2018 in Review

91 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2018, worth a combined $702M — down 10% from $782M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of INDY and 9 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Westwood Holdings Group, adding an estimated $15.8M. The largest seller was Psagot Value Holdings, cutting an estimated $14.3M.

  • 91 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2018, down from 101 in Q4 2017.
  • Funds reported $702M of iShares S&P India Nifty 50 Index Fund stock for Q1 2018, down 10% quarter-over-quarter.
  • 9 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2018 and 19 closed out, a net change of -10 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2018 was Westwood Holdings Group, an estimated $15.8M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2018 was Psagot Value Holdings, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2018.