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iShares Semiconductor ETF

523 hedge funds and large institutions have $3.23B invested in iShares Semiconductor ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

9% more capital invested

Capital invested by funds: $2.98B → $3.23B (+$258M)

4% more funds holding

Funds holding: 504523 (+19)

3% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 176

8% less call options, than puts

Call options by funds: $525M | Put options by funds: $569M

17.79% less ownership

Funds ownership: 126.89%109.1% (-18%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
523
Holders Change
+19
Holders Change %
+3.77%
% of All Funds
8.21%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
80
Increased
171
Reduced
176
Closed
57
Calls
$525M
Puts
$569M
Net Calls
-$44.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$353M +$22.5M +150,246 +8%
Morgan Stanley
2
Morgan Stanley
New York
$285M -$85.4M -569,136 -25%
JP Morgan Chase
3
JP Morgan Chase
New York
$256M +$85.4M +569,505 +60%
UBS Group
4
UBS Group
Switzerland
$202M -$52.3M -348,486 -23%
Wells Fargo
5
Wells Fargo
California
$128M -$5.64M -37,632 -5%
Goldman Sachs
6
Goldman Sachs
New York
$124M -$53.9M -359,694 -33%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$120M +$95.2M +635,097 +881%
LPL Financial
8
LPL Financial
California
$90.3M +$5.34M +35,580 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$78.6M -$13.9M -92,568 -17%
AssetMark Inc
10
AssetMark Inc
California
$68.5M -$57.7M -385,041 -49%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58.3M
Ameriprise
12
Ameriprise
Minnesota
$50M -$4.9M -32,646 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$43.1M -$3.78M -25,176 -9%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$37.8M -$1.86M -12,369 -5%
Citigroup
15
Citigroup
New York
$37.8M +$8.34M +55,623 +33%
HighTower Advisors
16
HighTower Advisors
Illinois
$29.5M +$385K +2,568 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28.7M -$10.1M -67,110 -28%
UCFA
18
United Capital Financial Advisors
Texas
$28.4M -$548K -3,654 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$28.4M -$750K -4,998 -3%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$26.6M +$5.82M +38,793 +33%
MML Investors Services
21
MML Investors Services
Massachusetts
$26M +$333K +2,220 +1%
AT
22
Avalon Trust
New Mexico
$25.9M -$151K -1,005 -0.7%
Barclays
23
Barclays
United Kingdom
$23.7M +$6.69M +44,601 +47%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$21.8M +$1.28M +8,559 +7%
IWC
25
Integrated Wealth Concepts
Massachusetts
$21.1M +$403K +2,685 +2%

SOXX Hedge Fund Activity: Q2 2023 in Review

523 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q2 2023, worth a combined $3.23B — up 8.7% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SOXX positions and 57 closed out — a net gain of 23 holders — while 171 added to existing stakes and 176 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $95.2M. The largest seller was EP Wealth Advisors, cutting an estimated $198M.

  • 523 institutional investors held iShares Semiconductor ETF (SOXX) as of Q2 2023, up from 504 in Q1 2023.
  • Funds reported $3.23B of iShares Semiconductor ETF stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 80 funds opened new iShares Semiconductor ETF positions in Q2 2023 and 57 closed out, a net change of +23 holders.
  • The largest iShares Semiconductor ETF buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $95.2M added.
  • The largest iShares Semiconductor ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2023.