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iShares S&P India Nifty 50 Index Fund

84 hedge funds and large institutions have $350M invested in iShares S&P India Nifty 50 Index Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

18% more funds holding

Funds holding: 7184 (+13)

12% more capital invested

Capital invested by funds: $313M → $350M (+$37.6M)

1.87% more ownership

Funds ownership: 50.87%52.74% (+1.9%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
22
Reduced
13
Closed
9
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
$208M
BlackRock
2
BlackRock
New York
$53.4M +$5.2M +114,307 +11%
Morgan Stanley
3
Morgan Stanley
New York
$14.8M +$5.92M +130,001 +66%
Jane Street
4
Jane Street
New York
$14.5M +$14.6M +320,000 New
Wells Fargo
5
Wells Fargo
California
$5.93M +$2.07M +45,543 +53%
Amundi
6
Amundi
France
$5.45M
GA
7
Gateway Advisory
New Jersey
$5.2M +$124K +2,733 +2%
UBS Group
8
UBS Group
Switzerland
$4.77M +$778K +17,100 +19%
CCG
9
Cypress Capital Group
Florida
$3.2M +$1.51M +33,130 +88%
LPL Financial
10
LPL Financial
California
$3.02M +$1.44M +31,555 +90%
Bank of America
11
Bank of America
North Carolina
$2.76M +$2.35M +51,617 +551%
CWP
12
Cyndeo Wealth Partners
Florida
$2.64M -$11.2K -245 -0.4%
Stifel Financial
13
Stifel Financial
Missouri
$1.88M +$76.3K +1,676 +4%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$1.63M
BPC
15
Banque Pictet & Cie
Switzerland
$1.48M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.43M -$1.71M -37,515 -54%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$1.06M +$347K +7,635 +48%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.05M +$795K +17,466 +303%
Truist Financial
19
Truist Financial
North Carolina
$1.02M +$506K +11,119 +98%
Lazard Asset Management
20
Lazard Asset Management
New York
$897K
Creative Planning
21
Creative Planning
Kansas
$866K +$59.2K +1,300 +7%
CA
22
Clearstead Advisors
Ohio
$812K +$409K +8,982 +100%
IA
23
IFP Advisors
Florida
$796K +$21.8K +480 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$744K +$749K +16,463 New
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$738K +$300K +6,600 +68%

INDY Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q3 2023, worth a combined $350M — up 12% from $313M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INDY positions and 9 closed out — a net gain of 13 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $14.6M. The largest seller was Royal Bank of Canada, cutting an estimated $1.71M.

  • 84 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q3 2023, up from 71 in Q2 2023.
  • Funds reported $350M of iShares S&P India Nifty 50 Index Fund stock for Q3 2023, up 12% quarter-over-quarter.
  • 22 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q3 2023 and 9 closed out, a net change of +13 holders.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q3 2023 was Jane Street, an estimated $14.6M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q3 2023 was Royal Bank of Canada, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2023.