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iShares Semiconductor ETF

469 hedge funds and large institutions have $3.33B invested in iShares Semiconductor ETF in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 140 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 140

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0% less funds holding

Funds holding: 471469 (-2)

17.13% less ownership

Funds ownership: 127.73%110.59% (-17%)

21% less capital invested

Capital invested by funds: $4.22B → $3.33B (-$889M)

33% less call options, than puts

Call options by funds: $447M | Put options by funds: $669M

38% less funds holding in top 10

Funds holding in top 10: 2918 (-11)

Holders
469
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
7.4%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.28%
New
71
Increased
184
Reduced
140
Closed
67
Calls
$447M
Puts
$669M
Net Calls
-$221M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
251
Ignite Planners
California
$598K +$700K +4,374 New
AWM
252
Apollon Wealth Management
South Carolina
$594K -$157K -981 -21%
RVM
253
Robinson Value Management
Texas
$594K -$21.1K -132 -3%
PPP
254
Private Portfolio Partners
New Jersey
$593K
VFA
255
Valeo Financial Advisors
Indiana
$588K
MWM
256
Meridian Wealth Management
Kentucky
$564K -$374K -2,334 -39%
BFA
257
Beacon Financial Advisory
Ohio
$553K +$480 +3 +0.1%
JPLA
258
Joseph P. Lucia & Associates
New York
$533K +$26.9K +168 +5%
WCM
259
WealthBridge Capital Management
Ohio
$533K +$541K +3,381 New
VCP
260
Verus Capital Partners
Arizona
$532K +$625K +3,900 New
AC
261
Avestar Capital
New York
$523K -$221K -1,377 -29%
PPW
262
Pinnacle Private Wealth
Massachusetts
$499K +$274K +1,710 +118%
CGA
263
Crescent Grove Advisors
Illinois
$496K +$94.2K +588 +23%
PFS
264
Prospera Financial Services
Texas
$494K +$103K +645 +26%
IWM
265
IHT Wealth Management
Illinois
$493K -$19.2K -120 -4%
FAG
266
Fortitude Advisory Group
Washington
$487K +$5.76K +36 +1%
ET
267
Equitable Trust
Tennessee
$481K
RIA
268
Regal Investment Advisors
Michigan
$481K +$108K +672 +28%
W
269
WealthOne
New York
$477K +$484K +3,021 New
CRCM
270
Corbett Road Capital Management
Virginia
$469K +$4.8K +30 +1%
AFO
271
Allie Family Office
Florida
$468K
PF
272
Phoenix Financial
Israel
$462K +$71.6K +447 +18%
SI
273
Stephens Inc
Arkansas
$456K +$152K +951 +49%
MOS
274
MGO One Seven
Ohio
$453K +$168K +1,050 +58%
JWCA
275
J.W. Cole Advisors
Florida
$445K -$258K -1,614 -36%

SOXX Hedge Fund Activity: Q1 2022 in Review

469 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q1 2022, worth a combined $3.33B — down 21% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SOXX positions and 67 closed out — a net gain of 4 holders — while 184 added to existing stakes and 140 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $259M.

  • 469 institutional investors held iShares Semiconductor ETF (SOXX) as of Q1 2022, down from 471 in Q4 2021.
  • Funds reported $3.33B of iShares Semiconductor ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 71 funds opened new iShares Semiconductor ETF positions in Q1 2022 and 67 closed out, a net change of +4 holders.
  • The largest iShares Semiconductor ETF buyer in Q1 2022 was AssetMark Inc, an estimated $81.3M added.
  • The largest iShares Semiconductor ETF seller in Q1 2022 was Jane Street, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2022.