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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
MSAM
551
Moloney Securities Asset Management
Missouri
-$333K -1,968 Closed
SIA
552
Soltis Investment Advisors
Utah
-$257K -1,518 Closed
PCM
553
Princeton Capital Management
New Jersey
-$248K -1,464 Closed
AG
554
Appleton Group
Wisconsin
-$247K -1,458 Closed
FCI
555
Financial Counselors Inc
Kansas
-$235K -1,392 Closed
W
556
WealthOne
New York
-$231K -1,368 Closed
HAG
557
HF Advisory Group
Maryland
-$229K -1,353 Closed
SG
558
StoneX Group
New York
-$228K -1,347 Closed
AMR
559
Asset Management Resources
Massachusetts
-$226K -1,338 Closed
PCS
560
Personal CFO Solutions
New Jersey
-$222K -1,311 Closed
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$218K -1,287 Closed
FIM
562
Fernwood Investment Management
Massachusetts
-$211K -1,245 Closed
GT
563
Glenview Trust
Kentucky
-$206K -1,221 Closed
GLA
564
Good Life Advisors
Pennsylvania
-$205K -1,212 Closed
CWM
565
Calamos Wealth Management
Illinois
-$203K -1,200 Closed
JAG
566
Journey Advisory Group
Kentucky
-$203K -1,200 Closed
MWA
567
MFA Wealth Advisors
Pennsylvania
-$202K -1,197 Closed
ZIMP
568
Zimmermann Investment Management & Planning
Pennsylvania
-$202K -1,197 Closed
VWA
569
V Wealth Advisors
Kansas
-$201K -1,188 Closed
WP
570
WealthPLAN Partners
Nebraska
-$51.2K -303 Closed
CG
571
Cutler Group
California
-$50K -300 Closed
FA
572
Fiduciary Alliance
South Carolina
-$36.5K -216 Closed
IGWM
573
ICA Group Wealth Management
Colorado
-$20.8K -123 Closed
PCM
574
Penserra Capital Management
California
-$19K -117 Closed
FCA
575
FinTrust Capital Advisors
South Carolina
-$7.31K -63 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.