We are live on ! Find out more
INDY icon

iShares S&P India Nifty 50 Index Fund

83 hedge funds and large institutions have $398M invested in iShares S&P India Nifty 50 Index Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,807% more call options, than puts

Call options by funds: $286K | Put options by funds: $15K

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

14% more capital invested

Capital invested by funds: $350M → $398M (+$47.6M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.6% less ownership

Funds ownership: 52.74%52.14% (-0.6%)

1% less funds holding

Funds holding: 8483 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
20
Closed
11
Calls
$286K
Puts
$15K
Net Calls
+$271K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$227M
BlackRock
2
BlackRock
New York
$66.5M +$7.84M +169,956 +14%
Morgan Stanley
3
Morgan Stanley
New York
$36.9M +$19.4M +421,021 +128%
Wells Fargo
4
Wells Fargo
California
$7.37M +$850K +18,413 +14%
GA
5
Gateway Advisory
New Jersey
$6.12M +$419K +9,076 +8%
UBS Group
6
UBS Group
Switzerland
$5.23M +$32.7K +708 +0.7%
CCG
7
Cypress Capital Group
Florida
$5.23M +$1.63M +35,385 +50%
LPL Financial
8
LPL Financial
California
$3.53M +$230K +4,980 +7%
PPW
9
Pasadena Private Wealth
California
$2.76M +$2.59M +56,037 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.63M +$1.01M +21,802 +69%
Amundi
11
Amundi
France
$2.31M -$3.35M -72,600 -61%
Stifel Financial
12
Stifel Financial
Missouri
$2.08M +$24.2K +525 +1%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$1.75M -$19.4K -420 -1%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$1.74M +$543K +11,775 +50%
IA
15
IFP Advisors
Florida
$1.58M +$667K +14,457 +82%
BPC
16
Banque Pictet & Cie
Switzerland
$1.48M -$126K -2,730 -8%
SOS
17
Silver Oak Securities
Tennessee
$1.33M +$1.25M +27,031 New
AWS
18
Atria Wealth Solutions
New York
$1.28M +$1.2M +25,901 New
MML Investors Services
19
MML Investors Services
Massachusetts
$1.15M +$4.11K +89 +0.4%
Truist Financial
20
Truist Financial
North Carolina
$1.09M -$18.3K -397 -2%
Creative Planning
21
Creative Planning
Kansas
$1.08M +$124K +2,684 +14%
Bank of America
22
Bank of America
North Carolina
$1.01M -$1.87M -40,565 -67%
Jane Street
23
Jane Street
New York
$985K -$13.8M -300,000 -94%
Lazard Asset Management
24
Lazard Asset Management
New York
$953K -$22.9K -497 -3%
SFG
25
StrategIQ Financial Group
Indiana
$752K

INDY Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares S&P India Nifty 50 Index Fund (INDY) for Q4 2023, worth a combined $398M — up 14% from $350M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new INDY positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.4M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 83 institutional investors held iShares S&P India Nifty 50 Index Fund (INDY) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $398M of iShares S&P India Nifty 50 Index Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 12 funds opened new iShares S&P India Nifty 50 Index Fund positions in Q4 2023 and 11 closed out, a net change of +1 holder.
  • The largest iShares S&P India Nifty 50 Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $19.4M added.
  • The largest iShares S&P India Nifty 50 Index Fund seller in Q4 2023 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2023.