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iShares Semiconductor ETF

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

247% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more funds holding

Funds holding: 184228 (+44)

14% more capital invested

Capital invested by funds: $1.49B → $1.69B (+$202M)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

16% less call options, than puts

Call options by funds: $114M | Put options by funds: $135M

43.55% less ownership

Funds ownership: 255.43%211.88% (-44%)

Holders
228
Holders Change
+44
Holders Change %
+23.91%
% of All Funds
4.49%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PP
151
Prudential plc
United Kingdom
$213K +$196K +2,550 New
BFA
152
Beacon Financial Advisory
Ohio
$212K +$195K +2,538 New
BSW
153
Buckingham Strategic Wealth
Missouri
$207K +$190K +2,475 New
PAG
154
Pinnacle Advisory Group
Maryland
$203K +$187K +2,430 New
IWP
155
Icon Wealth Partners
Texas
$201K +$185K +2,400 New
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K -$13.8K -180 -7%
CI
157
Clal Insurance
Israel
$184K -$34.4M -447,516 -76%
AWM
158
AllSquare Wealth Management
New York
$177K +$57.7K +750 +55%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$152K +$84.9K +1,104 +154%
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$141K +$93.6K +1,218 +260%
MMG
161
Monetary Management Group
Missouri
$138K
BFEC
162
Benjamin F. Edwards & Company
Missouri
$135K -$15K -195 -11%
EAM
163
Erste Asset Management
Austria
$135K -$7.14M -92,931 -98%
APA
164
American Portfolios Advisors
New York
$130K -$5.77K -75 -5%
SFS
165
Sowell Financial Services
Arkansas
$127K +$83.7K +1,089 +256%
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$126K +$12.2K +159 +12%
VFA
167
Valeo Financial Advisors
Indiana
$121K
WWM
168
Willingdon Wealth Management
North Carolina
$117K +$19.8K +258 +23%
ACM
169
Allred Capital Management
Texas
$112K +$103K +1,344 New
BAM
170
Belpointe Asset Management
Nevada
$111K +$101K +1,320 New
BCV
171
Banque Cantonale Vaudoise
Switzerland
$101K +$92.5K +1,203 New
CAM
172
CenterStar Asset Management
Illinois
$95K
CAAS
173
Capital Asset Advisory Services
Michigan
$83K +$72.9K +948 New
SF
174
Synovus Financial
Georgia
$80K -$77.5K -1,008 -51%
MWP
175
MYCIO Wealth Partners
Pennsylvania
$79K

SOXX Hedge Fund Activity: Q4 2019 in Review

228 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2019, worth a combined $1.69B — up 14% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SOXX positions and 19 closed out — a net gain of 47 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was Credit Suisse, adding an estimated $53.5M. The largest seller was Citigroup, cutting an estimated $64.7M.

  • 228 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2019, up from 184 in Q3 2019.
  • Funds reported $1.69B of iShares Semiconductor ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 66 funds opened new iShares Semiconductor ETF positions in Q4 2019 and 19 closed out, a net change of +47 holders.
  • The largest iShares Semiconductor ETF buyer in Q4 2019 was Credit Suisse, an estimated $53.5M added.
  • The largest iShares Semiconductor ETF seller in Q4 2019 was Citigroup, an estimated $64.7M sold.

Based on aggregated 13F filings for Q4 2019.