Skip to content
Disclosery

IIF MORGAN STANLEY INDIA INVT FD

Follow

IFD (fund), issuer CIK 916618

47 managers (47 13F filers) reported a position in IIF shares at 2025-12-31, 4,014,823 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
11
Reduced
12
Sold out
7
Shares held by filers
4,014,823

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.988,924$24.7M0.83%-28,02813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC772,654$19.3M0.03%+2,39113F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…645,866$16.1M1.21%+163,69213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…199,507$4.98M0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY181,241$4.53M<0.01%+10,01813F-HR/ATimelineGroup
Karpus Management, Inc.173,700$4.34M0.13%-1,85213F-HR/ATimeline
UBS Group AGin group UBS Group AG156,606$3.91M<0.01%-7,48313F-HRTimelineGroup
Bulldog Investors, LLP144,096$3.6M0.8%-85,44113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC121,279$3.26M0.07%+6,50813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …94,672$2.36M<0.01%-70,77213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,630$2.36M<0.01%+7,09413F-HRTimelineGroup
Verition Fund Management LLC80,643$2.01M0.01%013F-HRTimeline
STRS OHIO54,716$1.37M0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,188$854K<0.01%+2,72013F-HRTimelineGroup
Altium Capital Management LLC29,210$730K2.88%new13F-HRTimeline
Pursuit Wealth Management LLC28,717$717K0.62%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,257$556K<0.01%-2,47113F-HRTimelineGroup
GP Brinson Investments LLC18,000$450K0.19%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC14,278$357K<0.01%+3,47413F-HRTimelineGroup
Samalin Investment Counsel, LLC13,023$325K0.12%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,698$317K0.05%013F-HRTimeline
Cresset Asset Management, LLC11,251$303K<0.01%new13F-HRTimeline
1607 Capital Partners, LLC11,706$292K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.11,350$284K<0.01%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,854$271K0.05%013F-HRTimeline
Maridea Wealth Management LLC10,756$269K0.04%+19513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,287$257K0.01%-5213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,171$247K0.01%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,940$223K<0.01%-4,17813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,923$223K<0.01%-8,45413F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,700$218K0.02%+90013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,588$215K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,937$173K<0.01%013F-HRTimelineGroup
Allworth Financial LP4,490$112K<0.01%-60013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,110$77.7K<0.01%-57913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,190$54.7K<0.01%-10013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,129$53.2K<0.01%+2413F-HRTimelineGroup
Arax Advisory Partners1,641$41K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…1,350$33.7K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.391$9.77K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.300$7.49K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.250$6.25K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…196$4.9K<0.01%013F-HR/ATimelineGroup
TRUST CO OF VERMONT179$4.47K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/115$2.87K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT72$1.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.42$1.05K<0.01%013F-HRTimeline