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
SFPG
201
Stonebridge Financial Planning Group
Florida
$931K
CS
202
Credit Suisse
Switzerland
$930K -$4.75M -28,542 -83%
KP
203
Keel Point
Alabama
$930K +$549K +3,297 +127%
NF
204
Nikulski Financial
Iowa
$909K -$7.49K -45 -0.8%
HCM
205
Howard Capital Management
Georgia
$908K +$27K +162 +3%
BRWA
206
B. Riley Wealth Advisors
Florida
$905K +$229K +1,377 +32%
KNW
207
Kesler Norman & Wride
Utah
$883K -$17K -102 -2%
KA
208
Kovack Advisors
Florida
$881K -$1.06M -6,348 -53%
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$880K +$928K +5,574 New
SIG
210
Sargent Investment Group
Maryland
$876K
Franklin Resources
211
Franklin Resources
California
$874K +$62.4K +375 +7%
CA
212
Corrado Advisors
New Jersey
$853K +$899K +5,400 New
BCM
213
Brookstone Capital Management
Illinois
$852K +$289K +1,734 +46%
SCA
214
Southern Capital Advisors
Tennessee
$847K +$15.5K +93 +2%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$839K +$62.9K +378 +8%
AWM
216
Avitas Wealth Management
California
$838K -$2K -12 -0.2%
AFS
217
AFG Fiduciary Services
Massachusetts
$834K
AG
218
Ascent Group
Virginia
$832K -$286K -1,716 -25%
SC
219
Scotia Capital
Ontario, Canada
$804K -$73.4K -441 -8%
GWM
220
Geneos Wealth Management
Colorado
$802K -$276K -1,656 -25%
TRCT
221
Tower Research Capital (TRC)
New York
$798K +$784K +4,710 +1,365%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$792K +$836K +5,019 New
MFS
223
Madrona Financial Services
Washington
$789K -$1.77M -10,644 -68%
FMP
224
Financial Management Professionals
Texas
$764K -$60.9K -366 -7%
AF
225
Allworth Financial
California
$764K -$99.9K -600 -11%

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.