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iShares Semiconductor ETF

627 hedge funds and large institutions have $4.59B invested in iShares Semiconductor ETF in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 209 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 43

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

34% more capital invested

Capital invested by funds: $3.42B → $4.59B (+$1.17B)

22% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 171

20% more funds holding

Funds holding: 523627 (+104)

10.57% more ownership

Funds ownership: 121.19%131.76% (+11%)

50% less call options, than puts

Call options by funds: $426M | Put options by funds: $850M

Holders
627
Holders Change
+104
Holders Change %
+19.89%
% of All Funds
9.14%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
153
Increased
209
Reduced
171
Closed
43
Calls
$426M
Puts
$850M
Net Calls
-$425M
Net Calls Change
-$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$602M +$238M +1,419,216 +83%
Bank of America
2
Bank of America
North Carolina
$432M -$64.1M -382,020 -15%
JP Morgan Chase
3
JP Morgan Chase
New York
$374M +$53.2M +316,926 +19%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$271M +$235M +1,399,983 +15,331%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$181M +$50.9M +303,495 +47%
UBS Group
6
UBS Group
Switzerland
$146M -$73.2M -436,410 -37%
Wells Fargo
7
Wells Fargo
California
$138M +$1.06M +6,312 +0.9%
Jane Street
8
Jane Street
New York
$129M +$54M +321,825 +93%
LPL Financial
9
LPL Financial
California
$117M +$6.4M +38,139 +7%
Goldman Sachs
10
Goldman Sachs
New York
$114M -$77M -459,078 -44%
SMFG
11
Sumitomo Mitsui Financial Group
Japan
$78M +$169K +1,005 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$67.6M -$13.5M -80,319 -19%
AssetMark Inc
13
AssetMark Inc
California
$61.5M -$10.2M -61,017 -16%
Squarepoint
14
Squarepoint
New York
$60.5M +$52.9M +315,081 New
Osaic Holdings
15
Osaic Holdings
Arizona
$60.3M -$14.6M -86,796 -22%
Citadel Advisors
16
Citadel Advisors
Florida
$53.2M +$45.9M +273,750 +8,364%
Citigroup
17
Citigroup
New York
$51.6M +$30.1M +179,313 +200%
Ameriprise
18
Ameriprise
Minnesota
$47.9M +$1.43M +8,538 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.1M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$41.2M +$5.79M +34,494 +19%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$35M +$1.27M +7,542 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$34.6M +$2.5M +14,877 +9%
HighTower Advisors
23
HighTower Advisors
Illinois
$33.2M +$1.17M +6,954 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$33.1M +$667K +3,978 +2%
IMC Chicago
25
IMC Chicago
Illinois
$32.5M +$28.4M +169,134 New

SOXX Hedge Fund Activity: Q4 2023 in Review

627 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2023, worth a combined $4.59B — up 34% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new SOXX positions and 43 closed out — a net gain of 110 holders — while 209 added to existing stakes and 171 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $238M. The largest seller was Goldman Sachs, cutting an estimated $77M.

  • 627 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2023, up from 523 in Q3 2023.
  • Funds reported $4.59B of iShares Semiconductor ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 153 funds opened new iShares Semiconductor ETF positions in Q4 2023 and 43 closed out, a net change of +110 holders.
  • The largest iShares Semiconductor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $238M added.
  • The largest iShares Semiconductor ETF seller in Q4 2023 was Goldman Sachs, an estimated $77M sold.

Based on aggregated 13F filings for Q4 2023.