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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
MCC
176
Money Concepts Capital
Florida
$1.2M -$334K -2,004 -21%
CCA
177
Column Capital Advisors
Indiana
$1.18M +$500K +3,000 +67%
SIAG
178
Safeguard Investment Advisory Group
California
$1.17M -$144K -864 -10%
HSBC Holdings
179
HSBC Holdings
United Kingdom
$1.16M +$1.23M +7,380 New
AR
180
Apeiron RIA
Texas
$1.16M +$35K +210 +3%
EFS
181
Essex Financial Services
Connecticut
$1.15M +$15.5K +93 +1%
JWCA
182
J.W. Cole Advisors
Florida
$1.14M +$510K +3,063 +73%
SAG
183
SageView Advisory Group
California
$1.14M +$272K +1,632 +29%
PFG
184
Prosperity Financial Group
California
$1.11M +$21K +126 +2%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$58.4K +351 +6%
MAP
186
Milestone Advisory Partners
North Carolina
$1.03M +$5K +30 +0.5%
WCM
187
Washburn Capital Management
Florida
$1.03M +$45K +270 +4%
IP
188
Intellectus Partners
California
$1.02M -$108K -648 -9%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$1.02M +$9.49K +57 +0.9%
ICG
190
InterOcean Capital Group
Tennessee
$1.01M +$118K +711 +12%
RVM
191
Robinson Value Management
Texas
$992K +$17K +102 +2%
BFM
192
Boothbay Fund Management
New York
$986K
HI
193
Harbour Investments
Wisconsin
$985K -$11K -66 -1%
TFS
194
Thoroughbred Financial Services
Tennessee
$984K +$19K +114 +2%
WRPWM
195
Werba Rubin Papier Wealth Management
California
$983K +$71.4K +429 +7%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$982K +$52.5K +315 +5%
KWA
197
Kingswood Wealth Advisors
California
$981K +$31K +186 +3%
MM
198
Main Management
California
$961K +$74.9K +450 +8%
CMS
199
Capital Market Strategies
Florida
$939K -$87.4K -525 -8%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$935K +$217K +1,305 +28%

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.