We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

221 hedge funds and large institutions have $1.3B invested in iShares Semiconductor ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

3% less funds holding

Funds holding: 228221 (-7)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

23% less capital invested

Capital invested by funds: $1.69B → $1.3B (-$385M)

32.32% less ownership

Funds ownership: 211.88%179.56% (-32%)

60% less call options, than puts

Call options by funds: $60.2M | Put options by funds: $150M

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.87%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
45
Increased
64
Reduced
76
Closed
46
Calls
$60.2M
Puts
$150M
Net Calls
-$89.7M
Net Calls Change
-$68M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$136M +$14M +176,556 +10%
Morgan Stanley
2
Morgan Stanley
New York
$132M +$62.8M +793,137 +70%
Goldman Sachs
3
Goldman Sachs
New York
$114M -$41.4M -522,546 -24%
UBS Group
4
UBS Group
Switzerland
$107M -$20.4M -257,625 -14%
AssetMark Inc
5
AssetMark Inc
California
$103M +$7.25M +91,560 +6%
Citigroup
6
Citigroup
New York
$74.9M +$2.86M +36,093 +3%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$63.6M +$34.3M +432,624 +87%
CI
8
Clal Insurance
Israel
$59.8M +$58.2M +735,039 +530%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41M -$55.3M -699,000 -54%
JP Morgan Chase
10
JP Morgan Chase
New York
$38.1M +$24M +303,243 +120%
Wells Fargo
11
Wells Fargo
California
$35M +$865K +10,926 +2%
TH
12
Timber Hill
Connecticut
$25.1M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20M +$8.53M +107,673 +58%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$18.7M -$3.84M -48,507 -15%
UCFA
15
United Capital Financial Advisors
Texas
$14.5M -$75.8K -957 -0.5%
PS
16
Portfolio Strategies
New York
$13M -$642K -8,109 -4%
SFI
17
SPC Financial Inc
Maryland
$12.9M +$790K +9,975 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.9M +$13.7M +173,172 New
LPL Financial
19
LPL Financial
California
$11.4M -$2.1M -26,463 -14%
Twin Tree Management
20
Twin Tree Management
Texas
$11.3M +$13.1M +165,903 New
DY
21
Dowling & Yahnke
California
$11.3M -$624K -7,884 -5%
LFA
22
Legend Financial Advisors
Pennsylvania
$10.9M -$16.9K -213 -0.1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.35M -$1.49M -18,846 -12%
VC
24
Vestor Capital
Illinois
$8.8M -$5.15M -64,995 -34%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$8.77M +$772K +9,750 +8%

SOXX Hedge Fund Activity: Q1 2020 in Review

221 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q1 2020, worth a combined $1.3B — down 23% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of SOXX and 45 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 64 added.

The largest buyer was Morgan Stanley, adding an estimated $62.8M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $55.3M.

  • 221 institutional investors held iShares Semiconductor ETF (SOXX) as of Q1 2020, down from 228 in Q4 2019.
  • Funds reported $1.3B of iShares Semiconductor ETF stock for Q1 2020, down 23% quarter-over-quarter.
  • 45 funds opened new iShares Semiconductor ETF positions in Q1 2020 and 46 closed out, a net change of -1 holder.
  • The largest iShares Semiconductor ETF buyer in Q1 2020 was Morgan Stanley, an estimated $62.8M added.
  • The largest iShares Semiconductor ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $55.3M sold.

Based on aggregated 13F filings for Q1 2020.