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iShares S&P India Nifty 50 Index Fund
INDY

77 hedge funds and large institutions have $413M invested in iShares S&P India Nifty 50 Index Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

5.71% less ownership

Funds ownership: 59.31% → 53.61% (-5.7%)

13% less funds holding

Funds holding: 88 → 77 (-11)

20% less capital invested

Capital invested by funds: $518M → $413M (-$105M)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

Holders
77
Holders Change
-11
Holders Change %
-12.5%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
17
Reduced
32
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Somerset Capital Management
United Kingdom
+$8.15M
2
WHG
Westwood Holdings Group
Texas
+$3.63M
3
Wells Fargo
Wells Fargo
California
+$3.56M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.3M
5
BCM
Barometer Capital Management
Ontario, Canada
+$2.01M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$73.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.92M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.98M
5
Morgan Stanley
Morgan Stanley
New York
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$178M – – –
BlackRock
2
BlackRock
New York
$73.8M -$2.6M -77,912 -4%
Wells Fargo
3
Wells Fargo
California
$27.1M +$3.56M +106,710 +16%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$25.6M +$2.3M +68,931 +11%
WHG
5
Westwood Holdings Group
Texas
$17.9M +$3.63M +108,838 +27%
SCM
6
Somerset Capital Management
United Kingdom
$12.4M +$8.15M +244,500 +228%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$9.41M – – –
Morgan Stanley
8
Morgan Stanley
New York
$7.32M -$3.76M -112,763 -35%
Artisan Partners
9
Artisan Partners
Wisconsin
$5.95M +$1.09M +32,808 +24%
PVH
10
Psagot Value Holdings
Israel
$5.42M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.02M -$1.21M -36,161 -20%
UBS Group
12
UBS Group
Switzerland
$4.23M -$3.64M -109,341 -48%
Goldman Sachs
13
Goldman Sachs
New York
$3.42M +$183K +5,504 +6%
Jane Street
14
Jane Street
New York
$3.33M -$943K -28,297 -23%
SAM
15
Sequent Asset Management
Texas
$3.21M -$69.4K -2,083 -2%
HFS
16
HL Financial Services
Kentucky
$2.81M -$2.62M -78,482 -50%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$2.6M -$5K -150 -0.2%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$2.48M -$3.98M -119,525 -63%
BCM
19
Barometer Capital Management
Ontario, Canada
$2.13M +$2.01M +60,400 New
RJA
20
Raymond James & Associates
Florida
$1.34M +$689K +20,685 +120%
CAM
21
Carret Asset Management
New York
$1.15M +$57.2K +1,715 +6%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.08M +$230K +6,898 +29%
CA
23
Commerzbank Aktiengesellschaft
Germany
$1.06M +$1M +30,093 New
Lazard Asset Management
24
Lazard Asset Management
New York
$1.04M – – –
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.01M -$1.33M -39,850 -58%
1
2 3 4

INDY Hedge Fund Activity: Q4 2018 in Review

77 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2018, worth a combined $413M — down 20% from $518M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of INDY and 13 opened new positions — a net loss of 11 holders — while 32 trimmed existing stakes and 17 added.

The largest buyer was Somerset Capital Management, adding an estimated $8.15M. The largest seller was AssetMark Inc, cutting an estimated $73.8M.

  • 77 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2018, down from 88 in Q3 2018.
  • Funds reported $413M of iShares S&P India Nifty 50 Index Fund stock for Q4 2018, down 20% quarter-over-quarter.
  • 13 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2018 and 24 closed out, a net change of -11 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2018 was Somerset Capital Management, an estimated $8.15M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2018 was AssetMark Inc, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2018.