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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
HAG
326
HF Advisory Group
Maryland
$212K +$212K +1,830 New
BCM
327
Brookstone Capital Management
Illinois
$211K +$202K +1,740 New
CCG
328
Chatham Capital Group
Georgia
$211K +$211K +1,815 New
CTFG
329
Capstone Triton Financial Group
Oklahoma
$210K +$210K +1,812 New
SCM
330
Spreng Capital Management
Ohio
$210K -$26.1K -225 -11%
VWM
331
Vigilare Wealth Management
Arizona
$208K -$70K -603 -25%
CPC
332
Cookson Peirce & Co
Pennsylvania
$207K -$64.4K -555 -24%
PF
333
Phoenix Financial
Israel
$206K +$206K +1,776 New
HKIMG
334
Hutchens & Kramer Investment Management Group
Indiana
$204K +$204K +1,758 New
AC
335
Apella Capital
Connecticut
$203K +$203K +1,752 New
FRA
336
Front Row Advisors
California
$203K -$21.2K -183 -9%
Deutsche Bank
337
Deutsche Bank
Germany
$201K
IA
338
IFG Advisory
Georgia
$201K +$202K +1,740 New
GRP
339
Global Retirement Partners
California
$200K -$13.6K -117 -6%
SAS
340
Stelac Advisory Services
New York
$173K -$572K -4,929 -77%
SWM
341
Spire Wealth Management
Virginia
$165K -$43.5K -375 -21%
FWP
342
FAS Wealth Partners
Kansas
$162K +$162K +1,395 New
BWA
343
BDO Wealth Advisors
Florida
$153K
BCP
344
Blue Chip Partners
Michigan
$143K -$10.8K -93 -7%
CF
345
Centaurus Financial
California
$142K +$4.88K +42 +4%
CIA
346
Choate Investment Advisors
Massachusetts
$141K
PFA
347
Pathway Financial Advisers
Indiana
$138K +$137K +1,179 New
AWM
348
AllSquare Wealth Management
New York
$136K
HBW
349
Hazlett, Burt & Watson
West Virginia
$133K
Zurich Cantonal Bank
350
Zurich Cantonal Bank
Switzerland
$128K +$38.7K +333 +44%

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.