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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
KNW
176
Kesler Norman & Wride
Utah
$950K -$375K -3,231 -28%
PFG
177
Prosperity Financial Group
California
$932K +$933K +8,037 New
EH
178
Equitable Holdings
New York
$899K +$525K +4,521 +140%
MFG
179
Magnus Financial Group
New York
$877K -$148K -1,272 -14%
ICG
180
InterOcean Capital Group
Tennessee
$877K +$578K +4,980 +193%
BSG
181
Black Swift Group
Colorado
$870K +$871K +7,500 New
CMS
182
Capital Market Strategies
Florida
$794K -$2.44K -21 -0.3%
IP
183
Intellectus Partners
California
$776K +$777K +6,690 New
PI
184
PEAK6 Investments
Illinois
$775K +$776K +6,684 New
GWM
185
Geneos Wealth Management
Colorado
$774K +$48.8K +420 +7%
EFS
186
Essex Financial Services
Connecticut
$764K -$117K -1,005 -13%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$764K +$1.04K +9 +0.1%
Lido Advisors
188
Lido Advisors
California
$758K +$759K +6,534 New
MAP
189
Milestone Advisory Partners
North Carolina
$748K -$255K -2,199 -25%
BFA
190
Beaumont Financial Advisors
Massachusetts
$746K +$172K +1,485 +30%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$738K -$361K -3,108 -33%
HWM
192
Heirloom Wealth Management
Colorado
$728K +$729K +6,276 New
SCA
193
Southern Capital Advisors
Tennessee
$713K -$184K -1,584 -20%
BRWA
194
B. Riley Wealth Advisors
Florida
$707K +$252K +2,172 +55%
EWA
195
Exencial Wealth Advisors
Oklahoma
$686K +$11.5K +99 +2%
CA
196
Continuum Advisory
Idaho
$682K -$332K -2,862 -33%
NF
197
Nikulski Financial
Iowa
$671K +$155K +1,338 +30%
QFA
198
Quattro Financial Advisors
Texas
$661K -$3.11M -26,796 -82%
FHA
199
First Horizon Advisors
Tennessee
$660K -$6.97K -60 -1%
BG
200
Bollard Group
Massachusetts
$656K -$997K -8,586 -60%

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.