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iShares Semiconductor ETF

137 hedge funds and large institutions have $1.1B invested in iShares Semiconductor ETF in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

25% more funds holding

Funds holding: 110137 (+27)

6% more capital invested

Capital invested by funds: $1.04B → $1.1B (+$60.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.08% less ownership

Funds ownership: 247.87%241.78% (-6.1%)

35% less call options, than puts

Call options by funds: $34.4M | Put options by funds: $53M

Holders
137
Holders Change
+27
Holders Change %
+24.55%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
47
Reduced
37
Closed
12
Calls
$34.4M
Puts
$53M
Net Calls
-$18.6M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.65M +$55.6K +978 +2%
JWS
52
Juncture Wealth Strategies
Arizona
$2.45M -$156K -2,748 -6%
XS
53
XR Securities
Illinois
$2.16M +$2.17M +38,199 New
ACP
54
Aveo Capital Partners
Colorado
$2.03M +$3.07K +54 +0.2%
TRCT
55
Tower Research Capital (TRC)
New York
$1.98M +$1.16M +20,433 +140%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$1.94M -$32.1K -564 -2%
DC
57
Davenport & Co
Virginia
$1.87M -$34.8K -612 -2%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.76M +$908K +15,969 +106%
AG
59
Advisor Group
Arizona
$1.65M +$959K +16,854 +138%
EWA
60
EP Wealth Advisors
California
$1.54M -$230K -4,050 -13%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.49M +$161K +2,832 +12%
NFG
62
Next Financial Group
Texas
$1.34M -$27.3K -480 -2%
IP
63
Intellectus Partners
California
$1.1M +$207K +3,633 +23%
CAN
64
Cetera Advisor Networks
California
$1.03M +$107K +1,878 +11%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$971K -$23.9K -420 -2%
PAG
66
Private Advisor Group
New Jersey
$911K -$548K -9,642 -39%
JG
67
Jefferies Group
New York
$849K +$853K +15,000 New
First Trust Advisors
68
First Trust Advisors
Illinois
$794K +$4.44K +78 +0.6%
KA
69
Klingman & Associates
New York
$747K
PVH
70
Psagot Value Holdings
Israel
$747K +$751K +13,200 New
HIIFS
71
Harel Insurance Investments & Financial Services
Israel
$738K +$447K +7,866 +152%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$697K +$45.9K +807 +7%
CCP
73
Cardan Capital Partners
Colorado
$661K +$2.39K +42 +0.4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$660K +$209K +3,672 +46%
CAG
75
Csenge Advisory Group
Florida
$647K +$68.6K +1,206 +12%

SOXX Hedge Fund Activity: Q4 2017 in Review

137 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2017, worth a combined $1.1B — up 5.8% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SOXX positions and 12 closed out — a net gain of 28 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Citigroup, adding an estimated $22.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $34.1M.

  • 137 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2017, up from 110 in Q3 2017.
  • Funds reported $1.1B of iShares Semiconductor ETF stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 40 funds opened new iShares Semiconductor ETF positions in Q4 2017 and 12 closed out, a net change of +28 holders.
  • The largest iShares Semiconductor ETF buyer in Q4 2017 was Citigroup, an estimated $22.8M added.
  • The largest iShares Semiconductor ETF seller in Q4 2017 was BNP Paribas Financial Markets, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2017.