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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
AWM
26
Affinity Wealth Management
Delaware
$15.9M -$2.07M -17,853 -12%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$15.8M +$14.6M +125,511 +1,130%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$15.2M -$365K -3,147 -2%
BWM
29
Bulltick Wealth Management
Florida
$13.8M -$597K -5,142 -4%
Corient Private Wealth
30
Corient Private Wealth
Florida
$13.1M +$13.1M +112,626 New
LWAC
31
Laurel Wealth Advisors (California)
California
$12.8M -$677K -5,832 -5%
FNC
32
First National Corp
Massachusetts
$12.7M +$6.47M +55,701 +104%
HF
33
HRT Financial
New York
$12.1M -$10.2M -87,459 -46%
AC
34
Albar Capital
United Kingdom
$12M +$8.79M +75,744 +271%
HighTower Advisors
35
HighTower Advisors
Illinois
$11M -$2.17M -18,729 -16%
Millennium Management
36
Millennium Management
New York
$10.8M -$1.22M -10,542 -10%
BBVA
37
Banco Bilbao Vizcaya Argentaria
Spain
$10.8M +$2.4M +20,649 +28%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$9.95M +$9.04M +77,907 +1,007%
CAN
39
Cetera Advisor Networks
California
$9.87M -$13.6M -116,952 -58%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$9.78M -$3.18M -27,423 -25%
RJA
41
Raymond James & Associates
Florida
$9.64M -$3.92M -33,732 -29%
YC
42
Yarbrough Capital
Tennessee
$9.56M +$9.56M +82,383 New
GG
43
Greenwood Gearhart
Arkansas
$9.38M -$5.5M -47,400 -37%
TRCT
44
Tower Research Capital (TRC)
New York
$9.33M +$9.34M +80,454 New
MFS
45
Mirabella Financial Services
United Kingdom
$9.11M -$2.36M -20,286 -21%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$8.93M -$3.38M -29,094 -27%
OC
47
Oppenheimer & Co
New York
$8.65M -$696K -5,994 -7%
CS
48
Credit Suisse
Switzerland
$8.57M -$223K -1,923 -3%
HPC
49
Hobart Private Capital
North Carolina
$8.48M +$431K +3,711 +5%
KAS
50
Kestra Advisory Services
Texas
$7.74M +$239K +2,058 +3%

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.