SOXX icon

iShares Semiconductor ETF
SOXX

Overview Fund Activity

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
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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$158M
2
SG Americas Securities
SG Americas Securities
New York
$27.6M
3
Bank of America
Bank of America
North Carolina
$157M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$49.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$18.6M
2
VF
Virtu Financial
New York
$3.55M
3
Morgan Stanley
Morgan Stanley
New York
$104M
4
AP
Advisors Preferred
Maryland
$45K
5
NSLI
Nan Shan Life Insurance
Taiwan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oakworth Capital
Alabama
$36K – – –
WWM
127
Wagner Wealth Management
South Carolina
$33K +$33K +558 New
AF
128
Advisornet Financial
Minnesota
$29K – – –
SF
129
Synovus Financial
Georgia
$26K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$25K +$25K +420 New
BWM
131
BerganKDV Wealth Management
Minnesota
$24K +$24K +405 New
KFA
132
Kabarec Financial Advisors
Illinois
$22K – – –
RFWA
133
RPg Family Wealth Advisory
Massachusetts
$20.3K -$36.7K -618 -64%
SEI Investments
134
SEI Investments
Pennsylvania
$15K +$7.67K +132 +105%
AA
135
AlphaMark Advisors
Kentucky
$13K -$173 -3 -1%
CFD
136
Creative Financial Designs
Indiana
$13K – – –
CFA
137
Carroll Financial Associates
North Carolina
$12K – – –
AF
138
Allworth Financial
California
$11K – – –
BFEC
139
Benjamin F. Edwards & Company
Missouri
$10K -$57.4K -981 -85%
CWA
140
Clarus Wealth Advisors
Arizona
$9K +$9K +150 New
SMFS
141
Squar Milner Financial Services
California
$9K +$9K +159 New
DWM
142
Destination Wealth Management
California
$8K – – –
RAM
143
Riggs Asset Management
Pennsylvania
$7K – – –
Bessemer Group
144
Bessemer Group
New Jersey
$6K +$6K +102 New
WIM
145
Westside Investment Management
California
$5.42K – – –
SPIA
146
Steward Partners Investment Advisory
New York
$5K -$179 -3 -3%
LWA
147
Lenox Wealth Advisors
New York
$5K +$5K +90 New
ML
148
McAdam LLC
Pennsylvania
$4K – – –
AIM
149
Advantage Investment Management
Iowa
$3K – – –
KJWM
150
Kiley Juergens Wealth Management
Washington
$2K +$2K +42 New
3 4 5
6
7