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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
Morgan Stanley
1
Morgan Stanley
New York
$244M +$34.8M +300,156 +17%
Bank of America
2
Bank of America
North Carolina
$232M +$19.4M +166,800 +9%
Goldman Sachs
3
Goldman Sachs
New York
$212M -$92.4M -796,089 -30%
UBS Group
4
UBS Group
Switzerland
$137M +$9.08M +78,249 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$115M +$62.7M +540,000 +120%
AssetMark Inc
6
AssetMark Inc
California
$110M -$10.3M -88,977 -9%
JP Morgan Chase
7
JP Morgan Chase
New York
$95.5M +$48.5M +417,774 +103%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$79.8M +$32M +275,550 +67%
Wells Fargo
9
Wells Fargo
California
$72.8M -$35.7M -307,785 -33%
Twin Tree Management
10
Twin Tree Management
Texas
$59.2M +$28.6M +246,753 +93%
Citigroup
11
Citigroup
New York
$57.4M +$19.8M +170,571 +53%
LPL Financial
12
LPL Financial
California
$53.7M +$3.46M +29,838 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$53M -$940K -8,097 -2%
Barclays
14
Barclays
United Kingdom
$39.5M -$722K -6,216 -2%
Jane Street
15
Jane Street
New York
$29.2M -$6.96M -59,913 -19%
SCA
16
Southpoint Capital Advisors
New York
$27.8M +$27.9M +240,000 New
Osaic Holdings
17
Osaic Holdings
Arizona
$27.5M -$7.66K -66 -0%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$26.5M -$12.9K -111 -0%
Ameriprise
19
Ameriprise
Minnesota
$24.8M -$8.96M -77,154 -27%
Stifel Financial
20
Stifel Financial
Missouri
$21.1M +$2.54M +21,912 +14%
UCFA
21
United Capital Financial Advisors
Texas
$21.1M -$198K -1,707 -0.9%
SMFG
22
Sumitomo Mitsui Financial Group
Japan
$18.9M -$354K -3,051 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18.8M -$4.96M -42,726 -21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$16.7M +$1.52M +13,116 +10%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$16M +$8.73M +75,240 +121%

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.