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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
FPGK
76
Financial Partners Group (Kansas)
Kansas
$6.26M -$228K -1,371 -3%
Fisher Asset Management
77
Fisher Asset Management
Washington
$6.2M +$118K +708 +2%
FB
78
Fulton Bank
Pennsylvania
$6.07M -$99.9K -600 -2%
WIC
79
Woodmont Investment Counsel
Tennessee
$5.57M +$77.4K +465 +1%
SMF
80
Sterling Manor Financial
New York
$5.47M +$5.77M +34,656 New
LC
81
Lindbrook Capital
California
$5.45M -$6K -36 -0.1%
NCM
82
Novare Capital Management
North Carolina
$5.39M +$121K +729 +2%
DCM
83
Donaldson Capital Management
Indiana
$5.26M -$683K -4,101 -11%
KPWS
84
Kestra Private Wealth Services
Texas
$5.16M +$549K +3,294 +11%
Mariner
85
Mariner
Kansas
$5.15M +$119K +714 +2%
AWM
86
Adams Wealth Management
Utah
$5.04M +$225K +1,350 +4%
MWM
87
Meridian Wealth Management
Kentucky
$4.91M +$3.19M +19,170 +161%
IFG
88
Independent Financial Group
California
$4.71M +$76.4K +459 +2%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$4.62M -$1.06M -6,384 -18%
WSCM
90
Wellington Shields Capital Management
New York
$4.38M +$68.4K +411 +2%
Credit Agricole
91
Credit Agricole
France
$4.36M +$1.09M +6,543 +31%
GKWIM
92
Gerber Kawasaki Wealth & Investment Management
California
$4.28M -$69.9K -420 -2%
WDL
93
Well Done LLC
Michigan
$4.13M -$149K -894 -3%
DJYG
94
David J. Yvars Group
Florida
$4.13M +$3.69M +22,167 +559%
MC
95
Martin & Co
Tennessee
$4.09M -$1.86M -11,169 -30%
PAG
96
Private Advisor Group
New Jersey
$4.06M +$3.5K +21 +0.1%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$3.91M -$5.02M -30,123 -55%
LBC
98
Lowe Brockenbrough & Co
Virginia
$3.85M +$90.4K +543 +2%
SB
99
Strategic Blueprint
Georgia
$3.71M -$13.5K -81 -0.3%
KFS
100
Kelly Financial Services
Massachusetts
$3.69M +$161K +969 +4%

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.