We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

523 hedge funds and large institutions have $3.42B invested in iShares Semiconductor ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 164

12.09% more ownership

Funds ownership: 109.1%121.19% (+12%)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more capital invested

Capital invested by funds: $3.23B → $3.42B (+$184M)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

0% more funds holding

Funds holding: 523523 (0)

54% less call options, than puts

Call options by funds: $307M | Put options by funds: $664M

Holders
523
Holders Change
Holders Change %
0%
% of All Funds
8.3%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
59
Increased
186
Reduced
164
Closed
55
Calls
$307M
Puts
$664M
Net Calls
-$357M
Net Calls Change
-$313M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
251
KeyBank National Association
Ohio
$661K -$283K -1,701 -29%
TFCP
252
Twin Focus Capital Partners
Massachusetts
$658K
EWM
253
Empirical Wealth Management
Washington
$652K +$45K +270 +7%
PIWA
254
Prevail Innovative Wealth Advisors
Kansas
$646K +$681K +4,092 New
YIH
255
Y-Intercept (HK)
Hong Kong
$631K +$666K +3,999 New
IWM
256
IHT Wealth Management
Illinois
$630K +$176K +1,059 +36%
ET
257
Equitable Trust
Tennessee
$621K +$95.9K +576 +17%
MMG
258
Monetary Management Group
Missouri
$618K
BCP
259
Blue Chip Partners
Michigan
$614K
BFA
260
Beacon Financial Advisory
Ohio
$613K +$4.5K +27 +0.7%
CWM
261
Connecticut Wealth Management
Connecticut
$597K -$48K -288 -7%
IF
262
Ironwood Financial
Arizona
$584K -$23K -138 -4%
EWA
263
Exencial Wealth Advisors
Oklahoma
$575K -$39.5K -237 -6%
CIAS
264
Capital Investment Advisory Services
North Carolina
$574K -$160K -960 -21%
RWS
265
Resolute Wealth Strategies
Mississippi
$568K
GCP
266
GSA Capital Partners
United Kingdom
$566K +$597K +3,588 New
QFA
267
Quattro Financial Advisors
Texas
$565K
AA
268
Advisory Alpha
Michigan
$551K +$30.5K +183 +6%
SG Americas Securities
269
SG Americas Securities
New York
$550K -$2.01M -12,090 -78%
CA
270
Continuum Advisory
Idaho
$549K +$14K +84 +2%
EP
271
Edgestream Partners
New Jersey
$543K +$113K +678 +25%
LNC
272
Lincoln National Corp
Pennsylvania
$532K +$55.9K +336 +11%
AFG
273
Albion Financial Group
Utah
$527K
TC
274
TownSquare Capital
Utah
$525K -$105K -633 -16%
JPLA
275
Joseph P. Lucia & Associates
New York
$519K

SOXX Hedge Fund Activity: Q3 2023 in Review

523 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2023, worth a combined $3.42B — up 5.7% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SOXX positions and 55 closed out — a net gain of 4 holders — while 186 added to existing stakes and 164 trimmed.

The largest buyer was Bank of America, adding an estimated $90.8M. The largest seller was Citigroup, cutting an estimated $22.3M.

  • 523 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $3.42B of iShares Semiconductor ETF stock for Q3 2023, up 5.7% quarter-over-quarter.
  • 59 funds opened new iShares Semiconductor ETF positions in Q3 2023 and 55 closed out, a net change of +4 holders.
  • The largest iShares Semiconductor ETF buyer in Q3 2023 was Bank of America, an estimated $90.8M added.
  • The largest iShares Semiconductor ETF seller in Q3 2023 was Citigroup, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2023.