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iShares S&P India Nifty 50 Index Fund

66 hedge funds and large institutions have $299M invested in iShares S&P India Nifty 50 Index Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 60.79%62.36% (+1.6%)

27% less funds holding

Funds holding: 9066 (-24)

38% less capital invested

Capital invested by funds: $480M → $299M (-$181M)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

69% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-24
Holders Change %
-26.67%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
10
Reduced
22
Closed
32
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
$142M
BlackRock
2
BlackRock
New York
$49M -$2.8M -80,616 -4%
CI
3
Clal Insurance
Israel
$23.6M +$31.9M +919,000 New
Jane Street
4
Jane Street
New York
$21.1M +$26.3M +756,978 +1,141%
Artisan Partners
5
Artisan Partners
Wisconsin
$19.3M +$19M +548,020 +268%
SCM
6
Somerset Capital Management
United Kingdom
$7.22M
Wells Fargo
7
Wells Fargo
California
$5.45M -$24M -692,185 -77%
OMC
8
Old Mission Capital
Illinois
$5.07M +$6.63M +191,068 +2,962%
CS
9
Credit Suisse
Switzerland
$3.06M +$313K +9,000 +8%
UBS Group
10
UBS Group
Switzerland
$2.46M -$253K -7,280 -7%
Morgan Stanley
11
Morgan Stanley
New York
$2.45M -$6.83M -196,744 -67%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$2.04M +$2.76M +79,540 New
Goldman Sachs
13
Goldman Sachs
New York
$2.03M -$839K -24,166 -23%
LPL Financial
14
LPL Financial
California
$1.6M -$250K -7,199 -10%
CFMC
15
Curbstone Financial Management Corp
New Hampshire
$1.55M -$458K -13,200 -18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.46M -$1.79M -51,477 -48%
FTUS
17
Flow Traders U.S.
New York
$1.1M -$1.02M -29,487 -41%
Zurich Cantonal Bank
18
Zurich Cantonal Bank
Switzerland
$863K
CIBC World Market
19
CIBC World Market
Ontario, Canada
$786K -$1.35M -38,847 -56%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$730K -$54.5K -1,570 -5%
Citadel Advisors
21
Citadel Advisors
Florida
$569K -$19.2M -553,246 -96%
IC
22
InterOcean Capital
Illinois
$560K -$13.6K -391 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$532K +$422K +12,150 +142%
Bank of America
24
Bank of America
North Carolina
$515K +$603K +17,352 +628%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$414K -$119K -3,430 -18%

INDY Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q1 2020, worth a combined $299M — down 38% from $480M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of INDY and 10 opened new positions — a net loss of 22 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Clal Insurance, opening a new position worth an estimated $31.9M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $39.9M sold.

  • 66 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q1 2020, down from 90 in Q4 2019.
  • Funds reported $299M of iShares S&P India Nifty 50 Index Fund stock for Q1 2020, down 38% quarter-over-quarter.
  • 10 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q1 2020 and 32 closed out, a net change of -22 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q1 2020 was Clal Insurance, an estimated $31.9M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q1 2020 was Janus Henderson Group, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2020.