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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
MCC
126
Money Concepts Capital
Florida
$1.96M +$516K +4,443 +36%
Cerity Partners
127
Cerity Partners
New York
$1.95M +$949K +8,175 +94%
JIP
128
Jaffetilchin Investment Partners
Florida
$1.94M -$3.48K -30 -0.2%
Citadel Advisors
129
Citadel Advisors
Florida
$1.93M +$344K +2,961 +22%
IA
130
IFP Advisors
Florida
$1.89M -$458K -3,945 -12%
AAS
131
Avantax Advisory Services
Texas
$1.85M +$282K +2,430 +18%
IFG
132
Independent Financial Group
California
$1.84M +$66.9K +576 +4%
SPIA
133
Steward Partners Investment Advisory
New York
$1.81M
AWM
134
Avior Wealth Management
Nebraska
$1.78M +$1.73M +14,922 +3,856%
HG
135
Herbst Group
Connecticut
$1.77M +$13.9K +120 +0.8%
SWP
136
Stratos Wealth Partners
Ohio
$1.69M -$126K -1,086 -7%
SFPG
137
Stonebridge Financial Planning Group
Florida
$1.62M -$282K -2,427 -15%
Comerica Bank
138
Comerica Bank
Texas
$1.57M
OMC
139
Old Mission Capital
Illinois
$1.56M +$1.57M +13,482 New
AIA
140
Armor Investment Advisors
North Carolina
$1.55M -$381K -3,282 -20%
CHC
141
City Holding Co
West Virginia
$1.54M -$46.3K -399 -3%
KA
142
Klingman & Associates
New York
$1.53M
KA
143
Kovack Advisors
Florida
$1.52M -$27.5K -237 -2%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$1.49M +$57.1K +492 +4%
PA
145
PFG Advisors
Arizona
$1.48M +$248K +2,136 +20%
PCA
146
Prosperity Capital Advisors
Ohio
$1.47M +$1.47M +12,705 New
HAC
147
Harbor Advisory Corp
New Hampshire
$1.45M -$923K -7,947 -39%
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.44M +$174K +1,500 +14%
FIM
149
Freedom Investment Management
Connecticut
$1.42M +$21.6K +186 +2%
CA
150
Cresta Advisors
Texas
$1.42M -$769K -6,624 -35%

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.