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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
AWS
51
Atria Wealth Solutions
New York
$7.7M -$953K -8,205 -11%
LFA
52
Legend Financial Advisors
Pennsylvania
$7.55M -$11.8K -102 -0.2%
TCM
53
Traynor Capital Management
Pennsylvania
$7.23M -$3.7M -31,887 -34%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$6.77M +$34.5K +297 +0.5%
AIIMS
55
Analyst IMS Investment Management Services
Israel
$6.76M +$23.7K +204 +0.4%
GAG
56
GM Advisory Group
New York
$6.74M +$6.74M +58,089 New
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$6.52M +$6.53M +56,244 New
QIM
58
Quantitative Investment Management
Virginia
$6.45M -$1.76M -15,147 -21%
NA
59
NewEdge Advisors
Louisiana
$6.28M +$725K +6,246 +9%
MML Investors Services
60
MML Investors Services
Massachusetts
$6.17M -$1.5M -12,906 -20%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$6.14M +$3.34M +28,746 +195%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$6.13M -$3.46M -29,775 -36%
3F
63
360 Financial
Minnesota
$5.72M
CWM
64
CMH Wealth Management
New Hampshire
$5.56M -$53.6K -462 -1%
BHB
65
Bank Hapoalim BM
Israel
$5.47M -$3.95M -34,062 -42%
CB
66
Commerce Bank
Missouri
$5.39M +$5.4M +46,503 New
SIAG
67
Safeguard Investment Advisory Group
California
$4.84M +$94.4K +813 +2%
Fisher Asset Management
68
Fisher Asset Management
Washington
$4.66M +$1.77M +15,237 +61%
MC
69
Martin & Co
Tennessee
$4.6M +$63.4K +546 +1%
DCM
70
Donaldson Capital Management
Indiana
$4.42M -$629K -5,421 -12%
AWM
71
AE Wealth Management
Kansas
$4.22M +$286K +2,466 +7%
ASN
72
Advisory Services Network
Georgia
$4.11M +$281K +2,418 +7%
Truist Financial
73
Truist Financial
North Carolina
$4.1M -$45.6K -393 -1%
BPC
74
Banque Pictet & Cie
Switzerland
$4.07M -$81.2K -699 -2%
NCM
75
Novare Capital Management
North Carolina
$4.03M +$118K +1,014 +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.