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iShares S&P India Nifty 50 Index Fund

90 hedge funds and large institutions have $480M invested in iShares S&P India Nifty 50 Index Fund in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

13% more funds holding

Funds holding: 8090 (+10)

10% more capital invested

Capital invested by funds: $438M → $480M (+$41.8M)

2.4% more ownership

Funds ownership: 58.39%60.79% (+2.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 29

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
14
Reduced
29
Closed
11
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
$213M
BlackRock
2
BlackRock
New York
$76.9M -$164K -4,378 -0.2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.9M -$2.76M -73,467 -7%
Wells Fargo
4
Wells Fargo
California
$34.9M +$9.63M +256,635 +40%
Citadel Advisors
5
Citadel Advisors
Florida
$22.2M +$15.2M +406,067 +240%
Morgan Stanley
6
Morgan Stanley
New York
$11.3M -$66.1K -1,760 -0.6%
SCM
7
Somerset Capital Management
United Kingdom
$10.8M
Artisan Partners
8
Artisan Partners
Wisconsin
$7.89M -$175K -4,663 -2%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$5.07M -$5.07M -135,100 -51%
CS
10
Credit Suisse
Switzerland
$4.26M -$176K -4,700 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.18M -$678K -18,069 -14%
UBS Group
12
UBS Group
Switzerland
$3.98M -$538K -14,319 -12%
Goldman Sachs
13
Goldman Sachs
New York
$3.98M -$343K -9,135 -8%
SAM
14
Sequent Asset Management
Texas
$3.18M +$81.6K +2,174 +3%
CFMC
15
Curbstone Financial Management Corp
New Hampshire
$2.84M
FTUS
16
Flow Traders U.S.
New York
$2.8M +$2.72M +72,558 New
LPL Financial
17
LPL Financial
California
$2.69M -$43.6K -1,162 -2%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$2.68M -$11.2K -298 -0.4%
Jane Street
19
Jane Street
New York
$2.56M -$2.93M -78,025 -54%
Truist Financial
20
Truist Financial
North Carolina
$2.37M +$2.31M +61,468 New
Nomura Asset Management
21
Nomura Asset Management
Japan
$2M +$1.94M +51,800 New
CAM
22
Carret Asset Management
New York
$1.4M +$9.76K +260 +0.7%
Zurich Cantonal Bank
23
Zurich Cantonal Bank
Switzerland
$1.34M
Stifel Financial
24
Stifel Financial
Missouri
$1.17M +$1.14M +30,273 New
Neuberger Berman Group
25
Neuberger Berman Group
New York
$1.16M -$286K -7,619 -20%

INDY Hedge Fund Activity: Q4 2019 in Review

90 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2019, worth a combined $480M — up 9.6% from $438M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 11 closed out — a net gain of 11 holders — while 14 added to existing stakes and 29 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.2M. The largest seller was Russell Investments Group, cutting an estimated $5.07M.

  • 90 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $480M of iShares S&P India Nifty 50 Index Fund stock for Q4 2019, up 9.6% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2019 and 11 closed out, a net change of +11 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2019 was Citadel Advisors, an estimated $15.2M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2019 was Russell Investments Group, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2019.