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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
WA
376
Wealthstar Advisors
Texas
$250K +$263K +1,581 New
HH
377
Hilltop Holdings
Texas
$250K -$8.99K -54 -3%
AWM
378
Avaii Wealth Management
Wisconsin
$250K -$1.5K -9 -0.6%
SFC
379
Strategic Financial Concepts
Texas
$249K +$3K +18 +1%
SM
380
Sweeney & Michel
California
$248K +$3.5K +21 +1%
CIS
381
Continental Investors Services
Washington
$246K +$50K +300 +24%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$246K
CFGS
383
Concourse Financial Group Securities
Alabama
$244K -$20K -120 -7%
AWM
384
Activest Wealth Management
Florida
$243K +$257K +1,542 New
EP
385
Eudaimonia Partners
Tennessee
$241K +$18.5K +111 +8%
WA
386
WBH Advisory
Maryland
$241K -$4.5K -27 -2%
HIC
387
Holderness Investments Company
North Carolina
$238K
MIM
388
Merrion Investment Management
New Jersey
$238K +$250K +1,500 New
CPRC
389
Consolidated Portfolio Review Corp
New York
$234K
ACI
390
Alpha Cubed Investments
California
$234K -$37.5K -225 -13%
AWM
391
Axxcess Wealth Management
California
$229K -$397K -2,385 -62%
MWM
392
Modera Wealth Management
New Jersey
$228K -$1.5K -9 -0.6%
WEG
393
World Equity Group
Illinois
$226K +$239K +1,434 New
SAS
394
Stelac Advisory Services
New York
$226K -$13.5K -81 -5%
ICP
395
Interchange Capital Partners
Pennsylvania
$224K -$2K -12 -0.8%
BFP
396
Beacon Financial Planning
Massachusetts
$224K +$236K +1,416 New
WF
397
Welch & Forbes
Massachusetts
$221K
FWP
398
FAS Wealth Partners
Kansas
$220K
IWN
399
Independent Wealth Network
Iowa
$219K -$69.4K -417 -23%
GSEP
400
Golden State Equity Partners
California
$215K

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.