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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
AI
151
Atria Investments
North Carolina
$1.79M -$97.9K -588 -5%
EH
152
Equitable Holdings
New York
$1.77M -$150K -903 -7%
PA
153
PFG Advisors
Arizona
$1.72M -$385K -2,313 -17%
MMA
154
Miracle Mile Advisors
California
$1.72M -$52K -312 -3%
AIM
155
Anchor Investment Management
South Carolina
$1.71M +$23.5K +141 +1%
NAG
156
Northstar Advisory Group
New Jersey
$1.7M -$5.02M -30,126 -74%
TFA
157
Teamwork Financial Advisors
Texas
$1.69M +$106K +639 +6%
AFP
158
Ausdal Financial Partners
Iowa
$1.66M +$6K +36 +0.3%
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$1.62M -$1.86M -11,199 -52%
PCIA
160
Prime Capital Investment Advisors
Kansas
$1.62M -$31.5K -189 -2%
MS
161
Maven Securities
Jersey
$1.61M +$1.7M +10,221 New
EWA
162
EP Wealth Advisors
California
$1.59M -$4.52M -27,162 -73%
Wealthfront Advisers
163
Wealthfront Advisers
California
$1.58M +$245K +1,473 +17%
MFG
164
Magnus Financial Group
New York
$1.58M +$235K +1,413 +16%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$1.49M -$11K -66 -0.7%
Marshall Wace
166
Marshall Wace
United Kingdom
$1.49M +$1.4M +8,430 +862%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$1.44M -$259K -1,554 -15%
CCM
168
Condor Capital Management
New Jersey
$1.44M +$35.5K +213 +2%
SPC
169
Sigma Planning Corp
Michigan
$1.41M +$283K +1,701 +24%
FAM
170
Forte Asset Management
New York
$1.4M +$71.9K +432 +5%
NW
171
NewEdge Wealth
Pennsylvania
$1.36M
SS
172
Sunbelt Securities
Texas
$1.34M -$75.4K -453 -5%
AWM
173
Avior Wealth Management
Nebraska
$1.32M -$367K -2,202 -21%
YDMI
174
Y.D. More Investments
Israel
$1.31M -$58.4K -351 -4%
SI
175
Stephens Inc
Arkansas
$1.23M +$265K +1,590 +26%

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.