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
UCFA
26
United Capital Financial Advisors
Texas
$25.6M -$1,000K -6,003 -4%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$25.1M +$296K +1,776 +1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$25M +$4.94M +29,640 +23%
AT
29
Avalon Trust
New Mexico
$24M -$187K -1,125 -0.7%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$21.9M +$23.1M +138,900 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$20.6M +$4.53M +27,219 +26%
IWC
32
Integrated Wealth Concepts
Massachusetts
$19.6M -$161K -969 -0.8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$3.26M +19,584 +19%
Barclays
34
Barclays
United Kingdom
$19.2M -$3.08M -18,483 -13%
AWM
35
Affinity Wealth Management
Delaware
$19M +$393K +2,358 +2%
Stifel Financial
36
Stifel Financial
Missouri
$18.9M -$270K -1,623 -1%
SFI
37
SPC Financial Inc
Maryland
$18.8M +$436K +2,616 +2%
T2I
38
Turim 21 Investimentos
Brazil
$18.6M +$19.6M +117,681 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$17.5M -$206K -1,239 -1%
BWM
40
Bulltick Wealth Management
Florida
$16.8M -$1.52M -9,144 -8%
HF
41
HRT Financial
New York
$15M +$1.12M +6,720 +8%
Citigroup
42
Citigroup
New York
$14.1M -$22.3M -133,848 -60%
ASN
43
Advisory Services Network
Georgia
$14M +$245K +1,473 +2%
CAN
44
Cetera Advisor Networks
California
$13.7M +$1.27M +7,611 +10%
GG
45
Greenwood Gearhart
Arkansas
$13.6M +$157K +945 +1%
RJA
46
Raymond James & Associates
Florida
$13.5M +$227K +1,365 +2%
HIIFS
47
Harel Insurance Investments & Financial Services
Israel
$13.3M +$13.7M +82,575 +6,172%
YC
48
Yarbrough Capital
Tennessee
$13M
EDRH
49
Edmond de Rothschild Holding
Switzerland
$12.6M +$12.8M +76,728 +2,777%
PWS
50
Paragon Wealth Strategies
Florida
$12.5M +$139K +834 +1%

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.