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iShares S&P India Nifty 50 Index Fund

82 hedge funds and large institutions have $412M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.23% less ownership

Funds ownership: 62.04%53.81% (-8.2%)

10% less funds holding

Funds holding: 9182 (-9)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

41% less capital invested

Capital invested by funds: $702M → $412M (-$290M)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
27
Closed
20
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
$178M +$49.7K +1,400 +0%
BlackRock
2
BlackRock
New York
$75.1M +$9.9M +278,713 +15%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$22.4M +$351K +9,900 +2%
Wells Fargo
4
Wells Fargo
California
$22.2M -$2.33M -65,685 -9%
WHG
5
Westwood Holdings Group
Texas
$18.7M -$9.93M -279,636 -35%
Morgan Stanley
6
Morgan Stanley
New York
$10.2M -$5.24M -147,514 -34%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$9.71M -$9.79M -275,810 -50%
Goldman Sachs
8
Goldman Sachs
New York
$8.14M -$7.85K -221 -0.1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$6.67M +$3.31M +93,125 +97%
PVH
10
Psagot Value Holdings
Israel
$5.4M -$5.71M -160,951 -51%
UBS Group
11
UBS Group
Switzerland
$4.16M -$663K -18,664 -14%
Artisan Partners
12
Artisan Partners
Wisconsin
$4.11M -$2.26M -63,709 -35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.79M -$5.29K -149 -0.1%
Deutsche Bank
14
Deutsche Bank
Germany
$3.73M +$3.77M +106,125 New
SAM
15
Sequent Asset Management
Texas
$3.27M -$505K -14,228 -13%
BDS
16
Banco de Sabadell
Florida
$2.97M -$310K -8,728 -9%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$2.61M
SCM
18
Somerset Capital Management
United Kingdom
$2.37M
HighTower Advisors
19
HighTower Advisors
Illinois
$2.17M +$90K +2,534 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.04M -$5.78M -162,938 -74%
RIA
21
RPG Investment Advisory
California
$2.02M -$29.1K -820 -1%
Jane Street
22
Jane Street
New York
$1.84M +$1.86M +52,309 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.59M
Lazard Asset Management
24
Lazard Asset Management
New York
$1.24M -$3.55K -100 -0.3%
BC
25
Brinker Capital
Pennsylvania
$1.13M +$2.38K +67 +0.2%

INDY Hedge Fund Activity: Q2 2018 in Review

82 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q2 2018, worth a combined $412M — down 41% from $702M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of INDY and 11 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 23 added.

The largest buyer was BlackRock, adding an estimated $9.9M. The largest seller was AIA Investment Management, exiting entirely with an estimated $133M sold.

  • 82 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q2 2018, down from 91 in Q1 2018.
  • Funds reported $412M of iShares S&P India Nifty 50 Index Fund stock for Q2 2018, down 41% quarter-over-quarter.
  • 11 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q2 2018 and 20 closed out, a net change of -9 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q2 2018 was BlackRock, an estimated $9.9M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q2 2018 was AIA Investment Management, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2018.