We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

152 hedge funds and large institutions have $1.13B invested in iShares Semiconductor ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

3% more funds holding

Funds holding: 148152 (+4)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$8.25M)

15.92% less ownership

Funds ownership: 208.07%192.15% (-16%)

37% less call options, than puts

Call options by funds: $70.7M | Put options by funds: $112M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
23
Increased
52
Reduced
49
Closed
19
Calls
$70.7M
Puts
$112M
Net Calls
-$41.5M
Net Calls Change
-$403K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Next Financial Group
Texas
$569K -$1.14M -18,813 -66%
WDL
77
Well Done LLC
Michigan
$565K +$15.7K +258 +3%
Creative Planning
78
Creative Planning
Kansas
$555K +$566K +9,333 New
CPC
79
Cookson Peirce & Co
Pennsylvania
$529K +$32.8K +540 +6%
LWAC
80
Laurel Wealth Advisors (California)
California
$489K
IA
81
IFP Advisors
Florida
$489K +$112K +1,842 +29%
CWM
82
Cornerstone Wealth Management
Missouri
$487K +$15.9M +262,134 New
RVM
83
Robinson Value Management
Texas
$461K
DG
84
Delek Group
Israel
$451K -$102K -1,686 -18%
SS
85
Sunbelt Securities
Texas
$402K +$121K +1,995 +42%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$394K +$100K +1,647 +33%
HighTower Advisors
87
HighTower Advisors
Illinois
$373K +$32K +528 +9%
US Bancorp
88
US Bancorp
Minnesota
$363K -$728 -12 -0.2%
PCM
89
Pentwater Capital Management
Florida
$356K +$364K +6,000 New
CS
90
Credit Suisse
Switzerland
$353K +$361K +5,940 New
KA
91
Kovack Advisors
Florida
$339K +$35.3K +582 +11%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$338K +$114K +1,878 +49%
SI
93
Stephens Inc
Arkansas
$314K
HIIFS
94
Harel Insurance Investments & Financial Services
Israel
$282K -$520K -8,568 -64%
SB
95
Suntrust Banks
Georgia
$259K +$265K +4,359 New
SWP
96
Stratos Wealth Partners
Ohio
$256K +$9.11K +150 +4%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$250K -$195K -3,210 -43%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$250K +$53.4K +879 +26%
HF
99
HRT Financial
New York
$238K -$13.1K -216 -5%
AI
100
Atria Investments
North Carolina
$236K +$241K +3,975 New

SOXX Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q2 2018, worth a combined $1.13B — up 0.73% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SOXX positions and 19 closed out — a net gain of 4 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $48.9M. The largest seller was Bank of Montreal, cutting an estimated $33.5M.

  • 152 institutional investors held iShares Semiconductor ETF (SOXX) as of Q2 2018, up from 148 in Q1 2018.
  • Funds reported $1.13B of iShares Semiconductor ETF stock for Q2 2018, up 0.73% quarter-over-quarter.
  • 23 funds opened new iShares Semiconductor ETF positions in Q2 2018 and 19 closed out, a net change of +4 holders.
  • The largest iShares Semiconductor ETF buyer in Q2 2018 was Goldman Sachs, an estimated $48.9M added.
  • The largest iShares Semiconductor ETF seller in Q2 2018 was Bank of Montreal, an estimated $33.5M sold.

Based on aggregated 13F filings for Q2 2018.