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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
TFS
201
Thoroughbred Financial Services
Tennessee
$644K +$185K +1,593 +40%
SIG
202
Sargent Investment Group
Maryland
$644K
AWM
203
Axxcess Wealth Management
California
$635K +$403K +3,468 +173%
SSWG
204
Seven Springs Wealth Group
Tennessee
$632K
WG
205
Welch Group
Alabama
$618K +$618K +5,325 New
MWM
206
Meridian Wealth Management
Kentucky
$617K +$348 +3 +0.1%
YIH
207
Y-Intercept (HK)
Hong Kong
$617K +$293K +2,526 +91%
SAG
208
SageView Advisory Group
California
$614K +$615K +5,298 New
TFCP
209
Twin Focus Capital Partners
Massachusetts
$614K +$615K +5,295 New
AFS
210
AFG Fiduciary Services
Massachusetts
$609K
Brown Advisory
211
Brown Advisory
Maryland
$605K
CA
212
Cetera Advisors
Colorado
$602K -$8.36K -72 -1%
WCM
213
Washburn Capital Management
Florida
$595K -$73.1K -630 -11%
AWM
214
Avitas Wealth Management
California
$590K +$158K +1,365 +37%
JWS
215
Juncture Wealth Strategies
Arizona
$585K +$85K +732 +17%
SPC
216
Sigma Planning Corp
Michigan
$580K -$27.2K -234 -4%
AMR
217
Asset Management Resources
Massachusetts
$571K +$572K +4,926 New
WRPWM
218
Werba Rubin Papier Wealth Management
California
$571K +$571K +4,920 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$569K +$16.4K +141 +3%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$568K +$568K +4,896 New
IP
221
Ignite Planners
California
$560K -$50.2K -432 -9%
CIAS
222
Capital Investment Advisory Services
North Carolina
$554K +$373K +3,216 +207%
SI
223
Stephens Inc
Arkansas
$547K +$71.7K +618 +15%
CMANY
224
Capital Management Associates (New York)
New York
$545K +$543K +4,680 +31,200%
VFA
225
Valeo Financial Advisors
Indiana
$541K +$30.6K +264 +6%

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.