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JPXN

iShares JPX-Nikkei 400 ETF

26 hedge funds and large institutions have $48.5M invested in iShares JPX-Nikkei 400 ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.77% more ownership

Funds ownership: 38.85%45.62% (+6.8%)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

2% less capital invested

Capital invested by funds: $49.3M → $48.5M (-$788K)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
X
1
Xponance
Pennsylvania
$19.9M +$4.89M +82,917 +29%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M +$9.19M +155,680 +286%
Bank of America
3
Bank of America
North Carolina
$5.94M +$1.93M +32,623 +43%
BlackRock
4
BlackRock
New York
$2.54M -$50K -847 -2%
Wells Fargo
5
Wells Fargo
California
$2.45M -$351K -5,950 -12%
UBS Group
6
UBS Group
Switzerland
$1.44M -$4.05M -68,544 -72%
Jane Street
7
Jane Street
New York
$1.44M -$1.39M -23,603 -47%
EVM
8
Eaton Vance Management
Massachusetts
$862K
ASN
9
Advisory Services Network
Georgia
$831K +$98.4K +1,667 +12%
CLOS
10
Compagnie Lombard Odier SCmA
Switzerland
$453K +$490K +8,300 New
TFF
11
The Family Firm
Maryland
$395K -$91.7K -1,553 -18%
BDS
12
Banco de Sabadell
Florida
$292K
AA
13
AlphaMark Advisors
Kentucky
$178K
DZ Bank
14
DZ Bank
Germany
$109K +$118K +2,000 New
PA
15
Parallel Advisors
California
$49K
JP Morgan Chase
16
JP Morgan Chase
New York
$44K +$3.84K +65 +9%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$43K -$23.4K -396 -33%
BWM
18
Baystate Wealth Management
Massachusetts
$31K +$236 +4 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25K
Barclays
20
Barclays
United Kingdom
$21K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$18K +$19.4K +328 New
JWA
22
JFS Wealth Advisors
Pennsylvania
$13K
SSB
23
Sandy Spring Bank
Maryland
$11K
PB
24
Pinnacle Bancorp
Nebraska
$8K +$9.15K +155 New
PG
25
Patten Group
Tennessee
$1K

JPXN Hedge Fund Activity: Q4 2018 in Review

26 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares JPX-Nikkei 400 ETF (JPXN) for Q4 2018, worth a combined $48.5M — down 1.6% from $49.3M a quarter earlier.

Fund positioning in JPXN was balanced in Q4 2018: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.19M. The largest seller was UBS Group, cutting an estimated $4.05M.

  • 26 institutional investors held iShares JPX-Nikkei 400 ETF (JPXN) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $48.5M of iShares JPX-Nikkei 400 ETF stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 4 funds opened new iShares JPX-Nikkei 400 ETF positions in Q4 2018 and 4 closed out, a net change of 0 holders.
  • The largest iShares JPX-Nikkei 400 ETF buyer in Q4 2018 was Morgan Stanley, an estimated $9.19M added.
  • The largest iShares JPX-Nikkei 400 ETF seller in Q4 2018 was UBS Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2018.