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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
MMG
276
Monetary Management Group
Missouri
$338K
RIA
277
Regal Investment Advisors
Michigan
$336K -$30.3K -261 -8%
JWCA
278
J.W. Cole Advisors
Florida
$336K -$22.3K -192 -6%
PWAC
279
Private Wealth Advisors (California)
California
$335K -$1.45M -12,489 -81%
IAS
280
Insigneo Advisory Services
Florida
$334K +$334K +2,877 New
SW
281
SVB Wealth
Massachusetts
$325K +$46K +396 +16%
CCWM
282
Cassaday & Co Wealth Management
Virginia
$317K +$318K +2,736 New
FFP
283
FourThought Financial Partners
Florida
$314K +$315K +2,709 New
AI
284
Accredited Investors
Minnesota
$314K +$2.79K +24 +0.9%
IWM
285
IHT Wealth Management
Illinois
$312K -$50.8K -438 -14%
JC
286
JB Capital
Connecticut
$310K +$310K +2,670 New
KP
287
Keel Point
Alabama
$304K +$54.7K +471 +22%
HWMA
288
Heritage Wealth Management (Arizona)
Arizona
$303K +$135K +1,167 +81%
NFC
289
Northeast Financial Consultants
Connecticut
$302K -$637K -5,490 -68%
W
290
WealthOne
New York
$296K +$296K +2,553 New
YDMI
291
Y.D. More Investments
Israel
$283K +$284K +2,442 New
LPAM
292
Lodestar Private Asset Management
California
$283K +$283K +2,436 New
OFS
293
OneAscent Financial Services
Alabama
$281K +$281K +2,421 New
TI
294
Truepoint Inc
Ohio
$279K +$279K +2,403 New
PAMS
295
Pictet Asset Management (Switzerland)
Switzerland
$275K
SXL
296
Summit X LLC
Missouri
$268K
NL
297
NWAM LLC
Washington
$266K +$266K +2,292 New
RIA
298
Realta Investment Advisors
Delaware
$264K -$4.88K -42 -2%
SFM
299
Signet Financial Management
New Jersey
$263K +$33.1K +285 +14%
MOS
300
MGO One Seven
Ohio
$262K +$262K +2,256 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.