We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

154 hedge funds and large institutions have $1.09B invested in iShares Semiconductor ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 30 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32.9% more ownership

Funds ownership: 278.3%311.2% (+33%)

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

16% more call options, than puts

Call options by funds: $66.2M | Put options by funds: $57.2M

2% more funds holding

Funds holding: 151154 (+3)

26% less capital invested

Capital invested by funds: $1.48B → $1.09B (-$390M)

49% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 59

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
30
Reduced
59
Closed
31
Calls
$66.2M
Puts
$57.2M
Net Calls
+$8.99M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$246K -$2.32M -42,216 -90%
PAG
102
Pinnacle Advisory Group
Maryland
$244K -$599K -10,917 -70%
SWP
103
Stratos Wealth Partners
Ohio
$220K -$15K -273 -6%
SG
104
StoneX Group
New York
$220K +$15.6K +285 +7%
Wolverine Trading
105
Wolverine Trading
Illinois
$204K +$216K +3,927 New
SWM
106
SeaCrest Wealth Management
New York
$198K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$180K -$222K -4,044 -54%
FHA
108
First Horizon Advisors
Tennessee
$165K
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$137K +$144K +2,616 New
PCM
110
Princeton Capital Management
New Jersey
$111K
WWM
111
Willingdon Wealth Management
North Carolina
$96K -$94.2K -1,716 -48%
SF
112
Synovus Financial
Georgia
$91K +$71.1K +1,296 +290%
APA
113
American Portfolios Advisors
New York
$87.4K -$28K -510 -23%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.6K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$78K +$44.6K +813 +122%
VFA
116
Valeo Financial Advisors
Indiana
$76K
BBPWM
117
Blue Bell Private Wealth Management
Pennsylvania
$71K
MMG
118
Monetary Management Group
Missouri
$71K
HCM
119
Hilton Capital Management
New York
$68K +$71.1K +1,296 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$65K +$38.2K +696 +125%
ASN
121
Advisory Services Network
Georgia
$63K -$1.32M -24,117 -95%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$51K -$72.4K -1,320 -57%
Bessemer Group
123
Bessemer Group
New Jersey
$48K +$44.6K +813 +797%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$47K
GWM
125
Geneos Wealth Management
Colorado
$44K

SOXX Hedge Fund Activity: Q4 2018 in Review

154 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2018, worth a combined $1.09B — down 26% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SOXX positions and 31 closed out — a net gain of 6 holders — while 30 added to existing stakes and 59 trimmed.

The largest buyer was UBS Group, adding an estimated $107M. The largest seller was AssetMark Inc, cutting an estimated $115M.

  • 154 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2018, up from 151 in Q3 2018.
  • Funds reported $1.09B of iShares Semiconductor ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 37 funds opened new iShares Semiconductor ETF positions in Q4 2018 and 31 closed out, a net change of +6 holders.
  • The largest iShares Semiconductor ETF buyer in Q4 2018 was UBS Group, an estimated $107M added.
  • The largest iShares Semiconductor ETF seller in Q4 2018 was AssetMark Inc, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2018.