iShares Semiconductor ETF
SOXX
504 hedge funds and large institutions have $2.98B invested in iShares Semiconductor ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 143 increasing their positions, 160 reducing their positions, and 54 closing their positions.
106% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 54
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
18% more capital invested
Capital invested by funds: $2.52B → $2.98B (+$460M)
9% more funds holding
Funds holding: 461 → 504 (+43)
5.11% less ownership
Funds ownership: 132% → 126.89% (-5.1%)
11% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 160
28% less call options, than puts
Call options by funds: $416M | Put options by funds: $578M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$184M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$57.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$48.7M |
| 4 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$37.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$99.9M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$87.9M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$83.9M |
| 4 |
Twin Tree Management
Dallas,
Texas
|
-$61.5M |
| 5 |
Citigroup
New York
|
-$44.5M |
SOXX Hedge Fund Activity: Q1 2023 in Review
504 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q1 2023, worth a combined $2.98B — up 18% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new SOXX positions and 54 closed out — a net gain of 57 holders — while 143 added to existing stakes and 160 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $184M. The largest seller was Goldman Sachs, cutting an estimated $99.9M.
- 504 institutional investors held iShares Semiconductor ETF (SOXX) as of Q1 2023, up from 461 in Q4 2022.
- Funds reported $2.98B of iShares Semiconductor ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 111 funds opened new iShares Semiconductor ETF positions in Q1 2023 and 54 closed out, a net change of +57 holders.
- The largest iShares Semiconductor ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $184M added.
- The largest iShares Semiconductor ETF seller in Q1 2023 was Goldman Sachs, an estimated $99.9M sold.
Based on aggregated 13F filings for Q1 2023.