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iShares Semiconductor ETF
SOXX

Overview Fund Activity

228 hedge funds and large institutions have $1.69B invested in iShares Semiconductor ETF in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+44
Holders Change %
+23.91%
% of All Funds
4.5%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
66
Increased
62
Reduced
63
Closed
19
Calls
$114M
Puts
$135M
Net Calls
-$21.7M
Net Calls Change
+$41.9M

Top Buyers

1
CS
Credit Suisse
Switzerland
$58.6M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.9M
4
AWM
Affinity Wealth Management
Delaware
$13.9M
5
HF
HRT Financial
New York
$18.4M

Top Sellers

1
Citigroup
Citigroup
New York
$88.7M
2
Bank of America
Bank of America
North Carolina
$151M
3
Morgan Stanley
Morgan Stanley
New York
$95.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.2M
5
Deutsche Bank
Deutsche Bank
Germany
$817K
Name Holding Trade Value Shares
Change 		Shares
Change %
W
126
WealthOne
New York
$397K -$120K -1,437 -23%
RVM
127
Robinson Value Management
Texas
$395K +$395K +4,722 New
KA
128
Kovack Advisors
Florida
$335K -$14.8K -177 -4%
EH
129
Equitable Holdings
New York
$331K +$331K +3,960 New
TWA
130
TCI Wealth Advisors
Arizona
$314K +$314K +3,750 New
FGAM
131
Financial Gravity Asset Management
Texas
$312K +$86K +345 +38%
SI
132
Stephens Inc
Arkansas
$308K -$30.6K -366 -9%
WCM
133
Washburn Capital Management
Florida
$300K +$300K +3,585 New
GIA
134
Gladstone Institutional Advisory
Florida
$297K -$47.8K -570 -14%
NA
135
NewEdge Advisors
Louisiana
$291K +$10K +120 +4%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$288K -$12.6K -150 -4%
LRIA
137
Leonard Rickey Investment Advisors
Washington
$275K +$275K +3,288 New
FHA
138
First Horizon Advisors
Tennessee
$262K – – –
TPA
139
Trivium Point Advisory
Connecticut
$261K -$76.5K -915 -23%
EVM
140
Eaton Vance Management
Massachusetts
$257K – – –
PCM
141
Penserra Capital Management
California
$256K +$109K +1,305 +74%
PCA
142
Personal Capital Advisors
California
$252K +$252K +3,006 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$244K – – –
BPA
144
Beacon Pointe Advisors
California
$236K -$25.7K -306 -10%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$235K +$235K +2,805 New
DIM
146
Delta Investment Management
California
$234K +$234K +2,805 New
IP
147
Intellectus Partners
California
$232K -$43.2K -516 -16%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$228K +$228K +2,736 New
IWC
149
Integrated Wealth Concepts
Massachusetts
$225K +$225K +2,688 New
LSA
150
L & S Advisors
California
$218K +$218K +2,607 New
4 5
6
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