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
CA
476
Clearstead Advisors
Ohio
$20.8K +$11K +66 +100%
HGERS
477
Householder Group Estate & Retirement Specialist
Arizona
$20.4K +$21.5K +129 New
BTI
478
Blue Trust Inc
Georgia
$19K
FSWA
479
Financial Synergies Wealth Advisors
Texas
$18K
BBPWM
480
Blue Bell Private Wealth Management
Pennsylvania
$17.1K -$26.5K -159 -60%
BlackRock
481
BlackRock
New York
$16.6K
Legacy Financial Group (Iowa)
482
Legacy Financial Group (Iowa)
Iowa
$16.6K +$17.5K +105 New
EWA
483
EverSource Wealth Advisors
Alabama
$15.2K
SC
484
SouthState Corp
Florida
$15.2K
PGAM
485
Princeton Global Asset Management
New Jersey
$14.2K
FPB
486
First PREMIER Bank
South Dakota
$12K
GWS
487
Glassman Wealth Services
Virginia
$11.8K +$12.5K +75 New
NECFA
488
New England Capital Financial Advisors
Connecticut
$11.4K
AA
489
Ancora Advisors
Ohio
$10.3K -$9.99K -60 -48%
AC
490
AlphaCore Capital
California
$9.51K +$9.99K +60 New
Deutsche Bank
491
Deutsche Bank
Germany
$9.47K +$9.99K +60 New
FA
492
Faithward Advisors
Pennsylvania
$7.35K
FIM
493
FWL Investment Management
Texas
$7.11K +$7.49K +45 New
MFA
494
McClarren Financial Advisors
Pennsylvania
$7K
WWMSC
495
Wagner Wealth Management (South Carolina)
South Carolina
$6.63K
FGAM
496
Financial Gravity Asset Management
Texas
$6.57K -$246K -1,476 -97%
MIM
497
Macroview Investment Management
Maryland
$6.16K
GJIA
498
Glass Jacobson Investment Advisors
Maryland
$5.88K
CSWM
499
Cassady Schiller Wealth Management
Ohio
$5.23K
CA
500
Centerpoint Advisors
Massachusetts
$5K

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.