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
VF
501
VitalStone Financial
Texas
$5K +$4K +24 +267%
BWM
502
Baystate Wealth Management
Massachusetts
$4.8K
CPG
503
Cornerstone Planning Group
New Jersey
$4.26K
CAL
504
Capital Advisors Ltd
Ohio
$4K
BHWM
505
Beaird Harris Wealth Management
Texas
$3.84K -$7.99K -48 -67%
PA
506
Parallel Advisors
California
$3.79K +$500 +3 +14%
CICI
507
Capital Investment Counsel Inc
North Carolina
$3.32K +$3.5K +21 New
TCM
508
Tradewinds Capital Management
Washington
$3.32K +$3.5K +21 New
GEA
509
Glen Eagle Advisors
New Jersey
$2.85K -$500 -3 -14%
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$2.84K
LFG
511
Larson Financial Group
Missouri
$2.84K +$500 +3 +20%
PPWM
512
PFG Private Wealth Management
Florida
$1.9K
VWM
513
Venturi Wealth Management
Texas
$1.9K +$500 +3 +33%
TC
514
Truvestments Capital
Florida
$1.42K -$3.5K -21 -70%
BC
515
Barrett & Company
Rhode Island
$1.42K +$1.5K +9 New
TFA
516
Transamerica Financial Advisors
Florida
$1K -$500 -3 -33%
HWA
517
HHM Wealth Advisors
Tennessee
$970
GC
518
Gould Capital
Washington
$952
HL
519
HeadInvest LLC
Maine
$952 +$999 +6 New
HNB
520
Huntington National Bank
Ohio
$948
WBC
521
West Branch Capital
Massachusetts
$489
GWANC
522
Guardian Wealth Advisors (North Carolina)
North Carolina
$486
FWM
523
Focused Wealth Management
New York
$474
S
524
SignatureFD
Georgia
$160
Millennium Management
525
Millennium Management
New York
-$6.49M -38,400 Closed

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.