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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
BCMLT
426
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.57K +$348 +3 +7%
FA
427
Faithward Advisors
Pennsylvania
$5.22K
MFA
428
McClarren Financial Advisors
Pennsylvania
$5K
WWMSC
429
Wagner Wealth Management (South Carolina)
South Carolina
$4.87K
FFA
430
Farther Finance Advisors
California
$4.52K +$4.53K +39 New
GJIA
431
Glass Jacobson Investment Advisors
Maryland
$4.3K +$4.18K +36 New
TF
432
TimeScale Financial
Massachusetts
$4.15K
BWM
433
Baystate Wealth Management
Massachusetts
$4K
ACP
434
Arcus Capital Partners
Georgia
$3.89K +$3.83K +33 New
CSWM
435
Cassady Schiller Wealth Management
Ohio
$3.84K +$3.83K +33 New
TC
436
Truvestments Capital
Florida
$3.48K
KFS
437
Kelly Financial Services
Massachusetts
$3.48K +$3.48K +30 New
GEA
438
Glen Eagle Advisors
New Jersey
$3.13K +$3.13K +27 New
CAL
439
Capital Advisors Ltd
Ohio
$3K
CA
440
Centerpoint Advisors
Massachusetts
$3K
FA
441
Fiduciary Alliance
South Carolina
$2.44K +$2.44K +21 New
EE
442
EWG Elevate
California
$2.44K +$2.44K +21 New
MIM
443
Macroview Investment Management
Maryland
$2.44K +$2.44K +21 New
MSCM
444
McElhenny Sheffield Capital Management
Texas
$2.44K +$2.44K +21 New
RDFA
445
Ritter Daniher Financial Advisory
Ohio
$2.09K
TA
446
Tectonic Advisors
Texas
$2.09K +$2.09K +18 New
CIR
447
Clear Investment Research
Georgia
$2K +$2.44K +21 New
WSC
448
Wellington Shields & Co
New York
$1.74K -$40.1K -345 -96%
BEI
449
Benjamin Edwards Inc
Missouri
$1K -$2.09K -18 -75%
TFA
450
Transamerica Financial Advisors
Florida
$1K -$697 -6 -40%

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.