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
BS
301
Banco Santander
Spain
$406K +$429K +2,574 New
SC
302
Savant Capital
Illinois
$405K -$529K -3,174 -55%
PWAC
303
Private Wealth Advisors (California)
California
$403K -$33.5K -201 -7%
CPC
304
Cookson Peirce & Co
Pennsylvania
$393K -$4K -24 -1%
IA
305
IFP Advisors
Florida
$393K -$87.9K -528 -18%
RJT
306
Raymond James Trust
Florida
$392K +$61.9K +372 +18%
CTFG
307
Capstone Triton Financial Group
Oklahoma
$390K +$71.4K +429 +21%
PIMG
308
Patriot Investment Management Group
Tennessee
$386K
ML
309
McAdam LLC
Pennsylvania
$383K +$15.5K +93 +4%
Nomura Asset Management
310
Nomura Asset Management
Japan
$379K
AWM
311
Apollon Wealth Management
South Carolina
$374K -$227K -1,365 -37%
DIP
312
Davis Investment Partners
North Carolina
$367K -$49K -294 -11%
AI
313
Accredited Investors
Minnesota
$365K -$66.9K -402 -15%
FFP
314
FourThought Financial Partners
Florida
$363K -$18K -108 -4%
CIA
315
Choate Investment Advisors
Massachusetts
$362K
RIA
316
Realta Investment Advisors
Delaware
$356K
DIM
317
Delta Investment Management
California
$352K
SXL
318
Summit X LLC
Missouri
$347K +$21K +126 +6%
IA
319
IFG Advisory
Georgia
$345K +$364K +2,184 New
LPAM
320
Lodestar Private Asset Management
California
$343K -$43.5K -261 -11%
RG
321
Retirement Group
California
$343K +$5K +30 +1%
GAA
322
Global Assets Advisory
Florida
$342K -$500 -3 -0.1%
SWA
323
SOA Wealth Advisors
New York
$341K
AWA
324
Arkadios Wealth Advisors
Georgia
$338K -$42K -252 -11%
ACP
325
Aveo Capital Partners
Colorado
$337K -$209K -1,254 -37%

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.