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iShares Silver Trust

740 hedge funds and large institutions have $2.33B invested in iShares Silver Trust in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 172 increasing their positions, 260 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $4.1B | Put options by funds: $1.85B

0.8% less ownership

Funds ownership: 24.54%23.73% (-0.8%)

6% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 72

2% less funds holding

Funds holding: 754740 (-14)

11% less capital invested

Capital invested by funds: $2.61B → $2.33B (-$281M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

34% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 260

Holders
740
Holders Change
-14
Holders Change %
-1.86%
% of All Funds
11.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
68
Increased
172
Reduced
260
Closed
72
Calls
$4.1B
Puts
$1.85B
Net Calls
+$2.24B
Net Calls Change
-$95.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
776
V Wealth Advisors
Kansas
-$252K -12,076 Closed
WEG
777
World Equity Group
Illinois
-$251K -11,996 Closed
AA
778
Advisory Alpha
Michigan
-$242K -11,598 Closed
Empower Advisory Group
779
Empower Advisory Group
Colorado
-$240K -11,473 Closed
PWG
780
Portside Wealth Group
Utah
-$238K -11,377 Closed
AFG
781
Atomi Financial Group
New York
-$230K -11,005 Closed
JF
782
Jump Financial
Illinois
-$228K -10,896 Closed
QC
783
QCM Cayman
Texas
-$225K -10,763 Closed
CI
784
CX Institutional
Indiana
-$216K -10,362 Closed
VCP
785
Verus Capital Partners
Arizona
-$215K -10,309 Closed
CFG
786
Carr Financial Group
Massachusetts
-$215K -10,285 Closed
TCM
787
Traynor Capital Management
Pennsylvania
-$212K -10,138 Closed
AWM
788
Accel Wealth Management
Iowa
-$211K -10,117 Closed
SCM
789
Schnieders Capital Management
California
-$211K -10,103 Closed
TAM
790
Tocqueville Asset Management
New York
-$211K -10,100 Closed
DCM
791
Deuterium Capital Management
Florida
-$209K -10,000 Closed
AFP
792
Alpha Financial Partners
Kentucky
-$205K -9,820 Closed
BBNA
793
Bremer Bank National Association
Minnesota
-$204K -9,774 Closed
CSIC
794
Clifford Swan Investment Counsel
California
-$202K -9,688 Closed
1WA
795
180 Wealth Advisors
Washington
-$202K -9,630 Closed
ACA
796
Atlas Capital Advisors
Wyoming
-$174K -8,343 Closed
WP
797
WealthPLAN Partners
Nebraska
-$172K -8,213 Closed
FA
798
Fiduciary Alliance
South Carolina
-$170K -8,157 Closed
BCM
799
Bourgeon Capital Management
Connecticut
-$91.7K -4,389 Closed
HS
800
Horan Securities
United States
-$60.8K -2,910 Closed

SLV Hedge Fund Activity: Q3 2023 in Review

740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Silver Trust (SLV) for Q3 2023, worth a combined $2.33B — down 11% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SLV and 68 opened new positions — a net loss of 4 holders — while 260 trimmed existing stakes and 172 added.

The largest buyer was Credit Suisse, adding an estimated $83.3M. The largest seller was Jane Street, exiting entirely with an estimated $130M sold.

  • 740 institutional investors held iShares Silver Trust (SLV) as of Q3 2023, down from 754 in Q2 2023.
  • Funds reported $2.33B of iShares Silver Trust stock for Q3 2023, down 11% quarter-over-quarter.
  • 68 funds opened new iShares Silver Trust positions in Q3 2023 and 72 closed out, a net change of -4 holders.
  • The largest iShares Silver Trust buyer in Q3 2023 was Credit Suisse, an estimated $83.3M added.
  • The largest iShares Silver Trust seller in Q3 2023 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2023.