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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
SB
101
Strategic Blueprint
Georgia
$2.78M +$24K +207 +0.9%
VFM
102
Valley Financial Management
New York
$2.72M -$4.55M -39,195 -63%
GSWM
103
Greenup Street Wealth Management
Michigan
$2.7M -$33.8K -291 -1%
ACP
104
Aveo Capital Partners
Colorado
$2.7M -$167K -1,437 -6%
Creative Planning
105
Creative Planning
Kansas
$2.68M +$27.2K +234 +1%
LBC
106
Lowe Brockenbrough & Co
Virginia
$2.48M -$155K -1,332 -6%
SG Americas Securities
107
SG Americas Securities
New York
$2.45M -$554K -4,773 -18%
MYIA
108
Mount Yale Investment Advisors
Colorado
$2.43M +$513K +4,419 +27%
CG
109
Cutler Group
California
$2.4M +$2.39M +20,616 +24,543%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$2.33M -$199K -1,710 -8%
BCM
111
Beaumont Capital Management
Massachusetts
$2.3M +$1.61M +13,887 +235%
William Blair & Company
112
William Blair & Company
Illinois
$2.29M -$1.56M -13,398 -40%
KPWS
113
Kestra Private Wealth Services
Texas
$2.28M +$2.28M +19,644 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$2.25M +$149K +1,287 +7%
RWG
115
Ratio Wealth Group
Colorado
$2.24M +$385K +3,312 +21%
Bank of Nova Scotia
116
Bank of Nova Scotia
Ontario, Canada
$2.22M -$259K -2,235 -10%
MFS
117
Madrona Financial Services
Washington
$2.21M +$87.1K +750 +4%
Vontobel Holding
118
Vontobel Holding
Switzerland
$2.15M +$270K +2,325 +14%
CAG
119
Csenge Advisory Group
Florida
$2.1M +$423K +3,645 +25%
FFBTD
120
First Financial Bank - Trust Division
Ohio
$2.07M +$364K +3,138 +21%
BPA
121
Beacon Pointe Advisors
California
$2.03M +$84.6K +729 +4%
AG
122
Ascent Group
Virginia
$2.03M -$313K -2,700 -13%
MMA
123
Miracle Mile Advisors
California
$1.98M +$1.99M +17,100 New
PCM
124
Pennsylvania Capital Management
Pennsylvania
$1.98M -$1.6M -13,770 -47%
WSCM
125
Wellington Shields Capital Management
New York
$1.97M +$1.75M +15,108 +812%

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.