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iShares S&P India Nifty 50 Index Fund

71 hedge funds and large institutions have $313M invested in iShares S&P India Nifty 50 Index Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

8% less capital invested

Capital invested by funds: $339M → $313M (-$26.4M)

8.16% less ownership

Funds ownership: 59.03%50.87% (-8.2%)

10% less funds holding

Funds holding: 7971 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
20
Closed
13
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$207M
BlackRock
2
BlackRock
New York
$48.1M +$25K +584 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$8.94M -$5.52M -128,863 -39%
Amundi
4
Amundi
France
$5.42M +$210K +4,900 +4%
GA
5
Gateway Advisory
New Jersey
$5.06M +$57.9K +1,352 +1%
UBS Group
6
UBS Group
Switzerland
$3.99M -$482K -11,237 -11%
Wells Fargo
7
Wells Fargo
California
$3.86M -$392K -9,153 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.12M +$317K +7,392 +12%
CWP
9
Cyndeo Wealth Partners
Florida
$2.64M +$185K +4,311 +8%
Stifel Financial
10
Stifel Financial
Missouri
$1.8M +$1.71M +39,979 New
CCG
11
Cypress Capital Group
Florida
$1.7M +$493K +11,505 +44%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$1.62M -$172K -4,010 -10%
LPL Financial
13
LPL Financial
California
$1.59M +$9.81K +229 +0.7%
BPC
14
Banque Pictet & Cie
Switzerland
$1.47M
Artisan Partners
15
Artisan Partners
Wisconsin
$1.08M +$159K +3,704 +18%
Lazard Asset Management
16
Lazard Asset Management
New York
$894K
Creative Planning
17
Creative Planning
Kansas
$805K +$16.2K +377 +2%
IA
18
IFP Advisors
Florida
$772K -$49.1K -1,147 -6%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$714K -$5.83K -136 -0.9%
SFG
20
StrategIQ Financial Group
Indiana
$688K
AFS
21
AFG Fiduciary Services
Massachusetts
$601K +$566K +13,211 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$556K -$473K -11,031 -47%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$522K -$41.4K -967 -8%
RIA
24
Realta Investment Advisors
Delaware
$511K -$51.9K -1,212 -10%
Truist Financial
25
Truist Financial
North Carolina
$511K -$6.64K -155 -1%

INDY Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q2 2023, worth a combined $313M — down 7.8% from $339M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of INDY and 5 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.71M. The largest seller was Jane Street, exiting entirely with an estimated $30.3M sold.

  • 71 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q2 2023, down from 79 in Q1 2023.
  • Funds reported $313M of iShares S&P India Nifty 50 Index Fund stock for Q2 2023, down 7.8% quarter-over-quarter.
  • 5 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q2 2023 and 13 closed out, a net change of -8 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q2 2023 was Stifel Financial, an estimated $1.71M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q2 2023 was Jane Street, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2023.