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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
Citadel Advisors
276
Citadel Advisors
Florida
$517K -$14.1M -84,894 -96%
IBOK
277
Independence Bank of Kentucky
Kentucky
$505K -$72.4K -435 -12%
Baird Financial Group
278
Baird Financial Group
Wisconsin
$505K +$322K +1,935 +153%
IP
279
Ignite Planners
California
$504K -$12K -72 -2%
GRP
280
Global Retirement Partners
California
$504K
Wolverine Trading
281
Wolverine Trading
Illinois
$498K -$336K -2,016 -39%
WWM
282
Western Wealth Management
Colorado
$495K +$25K +150 +5%
FHC
283
First Heartland Consultants
Missouri
$488K +$55.9K +336 +12%
RFN
284
RDA Financial Network
Iowa
$472K +$15K +90 +3%
FAG
285
Fortitude Advisory Group
Washington
$472K +$9.49K +57 +2%
AFO
286
Allie Family Office
Florida
$470K
PA
287
PSI Advisors
Florida
$466K -$184K -1,104 -27%
GA
288
GSG Advisors
New Jersey
$465K +$490K +2,943 New
VCP
289
Verus Capital Partners
Arizona
$464K +$2.5K +15 +0.5%
SFM
290
Signet Financial Management
New Jersey
$447K +$52.5K +315 +13%
WIM
291
Westside Investment Management
California
$443K
BAM
292
Belpointe Asset Management
Nevada
$436K +$181K +1,086 +65%
CCWM
293
Cassaday & Co Wealth Management
Virginia
$432K
GVAG
294
Great Valley Advisor Group
Delaware
$432K +$32.5K +195 +8%
GCA
295
Genesee Capital Advisors
New York
$428K -$30.5K -183 -6%
WCM
296
WealthBridge Capital Management
Ohio
$426K +$449K +2,697 New
IWP
297
Insight Wealth Partners
Texas
$417K +$185K +1,110 +72%
CIC
298
Carnegie Investment Counsel
Ohio
$412K -$82.4K -495 -16%
TC
299
Telemus Capital
Michigan
$411K -$2.5K -15 -0.6%
FFN
300
Focus Financial Network
Minnesota
$409K +$152K +915 +55%

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.