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iShares S&P India Nifty 50 Index Fund

80 hedge funds and large institutions have $326M invested in iShares S&P India Nifty 50 Index Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

5% more capital invested

Capital invested by funds: $309M → $326M (+$16.8M)

5% more funds holding

Funds holding: 7680 (+4)

0.75% more ownership

Funds ownership: 55.29%56.04% (+0.75%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
14
Closed
4
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
$195M
BlackRock
2
BlackRock
New York
$47.2M +$5.29M +120,756 +12%
Morgan Stanley
3
Morgan Stanley
New York
$12.3M +$1.89M +43,107 +17%
Macquarie Group
4
Macquarie Group
Australia
$11.7M -$651K -14,859 -5%
UBS Group
5
UBS Group
Switzerland
$8.45M +$138K +3,142 +2%
Wells Fargo
6
Wells Fargo
California
$5.57M +$2.74M +62,550 +91%
NC
7
NewSquare Capital
Pennsylvania
$4.74M +$4.06M +92,590 +478%
Amundi
8
Amundi
France
$4.32M -$368K -8,400 -8%
CS
9
Credit Suisse
Switzerland
$3.08M -$1.14M -25,900 -26%
SG Americas Securities
10
SG Americas Securities
New York
$2.96M -$438K -10,000 -13%
CWP
11
Cyndeo Wealth Partners
Florida
$2.1M +$2.18M +49,661 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.61M +$571K +13,019 +52%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$1.6M
CIBC World Market
14
CIBC World Market
Ontario, Canada
$1.43M +$392K +8,942 +36%
LPL Financial
15
LPL Financial
California
$1.41M +$42.2K +962 +3%
BPC
16
Banque Pictet & Cie
Switzerland
$1.38M
KWM
17
Kingsview Wealth Management
Oregon
$1.24M +$1.29M +29,320 New
SH
18
SeaTown Holdings
Singapore
$1.18M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.14M -$119K -2,703 -9%
CCG
20
Cypress Capital Group
Florida
$1.11M +$23.9K +545 +2%
Artisan Partners
21
Artisan Partners
Wisconsin
$859K -$1.6M -36,449 -64%
DC
22
Davenport & Co
Virginia
$803K +$832K +18,970 New
Creative Planning
23
Creative Planning
Kansas
$749K
Lazard Asset Management
24
Lazard Asset Management
New York
$673K +$10K +228 +1%
BCM
25
Barometer Capital Management
Ontario, Canada
$668K -$167K -3,800 -19%

INDY Hedge Fund Activity: Q4 2022 in Review

80 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2022, worth a combined $326M — up 5.4% from $309M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 4 closed out — a net gain of 8 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $5.29M. The largest seller was Artisan Partners, cutting an estimated $1.6M.

  • 80 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $326M of iShares S&P India Nifty 50 Index Fund stock for Q4 2022, up 5.4% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2022 was BlackRock, an estimated $5.29M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2022 was Artisan Partners, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2022.