We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

461 hedge funds and large institutions have $2.52B invested in iShares Semiconductor ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 141 increasing their positions, 142 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 52

11% more funds holding

Funds holding: 415461 (+46)

10% more capital invested

Capital invested by funds: $2.28B → $2.52B (+$235M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9.09% more ownership

Funds ownership: 122.91%132% (+9.1%)

0% less call options, than puts

Call options by funds: $404M | Put options by funds: $405M

1% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 142

Holders
461
Holders Change
+46
Holders Change %
+11.08%
% of All Funds
7.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
107
Increased
141
Reduced
142
Closed
52
Calls
$404M
Puts
$405M
Net Calls
-$1.38M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$405K +$1.39K +12 +0.3%
JPLA
252
Joseph P. Lucia & Associates
New York
$403K
CIC
253
Carnegie Investment Counsel
Ohio
$403K +$403K +3,474 New
Northern Trust
254
Northern Trust
Illinois
$399K -$787K -6,780 -66%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$398K -$86.7K -747 -18%
MM
256
Main Management
California
$393K
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$391K -$62.3K -537 -14%
XSC
258
X-Square Capital
Puerto Rico
$383K -$13.2K -114 -3%
SCA
259
Stillwater Capital Advisors
Pennsylvania
$378K +$378K +3,255 New
GW
260
GW & Wade
Massachusetts
$376K +$81.8K +705 +28%
CW
261
CreativeOne Wealth
Kansas
$374K +$31.7K +273 +9%
RFN
262
RDA Financial Network
Iowa
$364K +$34.8K +300 +11%
FAG
263
Fortitude Advisory Group
Washington
$361K
BAAM
264
Baker Avenue Asset Management
California
$361K +$361K +3,111 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$361K -$565K -4,863 -61%
SWA
266
Stratos Wealth Advisors
Ohio
$355K +$355K +3,057 New
SF
267
Synovus Financial
Georgia
$355K +$355K +3,054 New
PIMG
268
Patriot Investment Management Group
Tennessee
$354K
ET
269
Equitable Trust
Tennessee
$354K
KCM
270
Kathmere Capital Management
Pennsylvania
$348K -$972K -8,376 -74%
TC
271
TownSquare Capital
Utah
$346K +$346K +2,982 New
WWM
272
Western Wealth Management
Colorado
$346K -$500K -4,311 -59%
AFO
273
Allie Family Office
Florida
$344K
VCP
274
Verus Capital Partners
Arizona
$343K -$87.1K -750 -20%
IIC
275
Ironwood Investment Counsel
Arizona
$338K +$338K +2,910 New

SOXX Hedge Fund Activity: Q4 2022 in Review

461 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2022, worth a combined $2.52B — up 10% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SOXX positions and 52 closed out — a net gain of 55 holders — while 141 added to existing stakes and 142 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $62.7M. The largest seller was Goldman Sachs, cutting an estimated $92.4M.

  • 461 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2022, up from 415 in Q3 2022.
  • Funds reported $2.52B of iShares Semiconductor ETF stock for Q4 2022, up 10% quarter-over-quarter.
  • 107 funds opened new iShares Semiconductor ETF positions in Q4 2022 and 52 closed out, a net change of +55 holders.
  • The largest iShares Semiconductor ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $62.7M added.
  • The largest iShares Semiconductor ETF seller in Q4 2022 was Goldman Sachs, an estimated $92.4M sold.

Based on aggregated 13F filings for Q4 2022.