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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
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$75K -$80K -1,041 -54%
AIC
177
Ameritas Investment Company
Nebraska
$75K
BlackRock
178
BlackRock
New York
$75K +$69.2K +900 New
BFC
179
Bedel Financial Consulting
Indiana
$71K +$461 +6 +0.7%
AAP
180
Arax Advisory Partners
Colorado
$70K
JSC
181
Jackson Square Capital
California
$70K +$64.6K +840 New
KWM
182
Keebeck Wealth Management
Illinois
$67K +$62.3K +810 New
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$66K
AIC
184
Archer Investment Corporation
Indiana
$66K +$25.6K +333 +80%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$61K -$692 -9 -1%
IA
186
IFP Advisors
Florida
$59K -$410K -5,334 -88%
AF
187
Advisornet Financial
Minnesota
$57K -$8.53K -111 -14%
HPC
188
HM Payson & Co
Maine
$57K
AIM
189
Anchor Investment Management
South Carolina
$55.2K -$11.5K -150 -19%
OC
190
Oakworth Capital
Alabama
$51K
RE
191
RBC Europe
United Kingdom
$45.2K
RP
192
Rice Partnership
Hawaii
$44K +$40.4K +525 New
CAC
193
Certified Advisory Corp
Florida
$36K
GWM
194
Geneos Wealth Management
Colorado
$31K
LDFR
195
Lehman & Derafelo Financial Resources
Pennsylvania
$29K
RWG
196
Regal Wealth Group
California
$26K +$23.8K +309 New
1NWS
197
1 North Wealth Services
Maryland
$25K
CCM
198
Covington Capital Management
California
$25K
DSC
199
Duncker Streett & Co
Missouri
$25K +$23.1K +300 New
EI
200
Ellevest Inc
New York
$25K +$23.1K +300 New

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.