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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
SIC
376
Salem Investment Counselors
North Carolina
$51.5K +$8.71K +75 +20%
CSPAM
377
Cary Street Partners Asset Management
Virginia
$50.5K +$50.5K +435 New
AAP
378
Arax Advisory Partners
Colorado
$48.7K -$32.7K -282 -40%
CFGS
379
Concourse Financial Group Securities
Alabama
$48.7K +$17.4K +150 +56%
CAL
380
Capital Analysts LLC
Pennsylvania
$48K +$13.2K +114 +38%
RFA
381
Resurgent Financial Advisors
Georgia
$46.3K +$46.3K +399 New
TSWM
382
Tyler-Stone Wealth Management
Ohio
$46K
CSPIA
383
Cary Street Partners Investment Advisory
Virginia
$41.8K +$41.8K +360 New
HWA
384
Heritage Wealth Advisors
Virginia
$37.6K
CA
385
CoreCap Advisors
Michigan
$37.2K +$37.3K +321 New
GI
386
Gradient Investments
Minnesota
$35.5K
AAMA
387
Advanced Asset Management Advisors
Ohio
$35.4K +$348 +3 +1%
WOSD
388
WFA of San Diego
California
$34.8K +$34.8K +300 New
AWM
389
Accurate Wealth Management
Florida
$34.1K +$31.7K +273 New
AP
390
Advisors Preferred
Maryland
$33.4K -$1.04K -9 -3%
AF
391
Advisornet Financial
Minnesota
$33.1K -$89.5K -771 -73%
AA
392
Ancora Advisors
Ohio
$33K +$19.5K +168 +137%
GT
393
Glenmede Trust
Pennsylvania
$31.7K +$26.5K +228 +507%
BBPWM
394
Blue Bell Private Wealth Management
Pennsylvania
$31K -$8.71K -75 -22%
TWM
395
Tradition Wealth Management
Minnesota
$29K
CT
396
Cambridge Trust
Massachusetts
$28K
TFGT
397
TS Financial Group (TSFG)
Illinois
$28K +$10.4K +90 +61%
OIA
398
Optimum Investment Advisors
Illinois
$26.8K
ADL
399
Asset Dedication LLC
California
$26K
RP
400
Rice Partnership
Hawaii
$24.4K

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.