We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

690 hedge funds and large institutions have $5.71B invested in iShares Semiconductor ETF in 2024 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 240 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

24% more capital invested

Capital invested by funds: $4.59B → $5.71B (+$1.12B)

10% more funds holding

Funds holding: 627690 (+63)

9% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 221

30% less call options, than puts

Call options by funds: $592M | Put options by funds: $851M

86.69% less ownership

Funds ownership: 131.76%45.07% (-87%)

Holders
690
Holders Change
+63
Holders Change %
+10.05%
% of All Funds
9.94%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
132
Increased
240
Reduced
221
Closed
61
Calls
$592M
Puts
$851M
Net Calls
-$259M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
226
Vontobel Holding
Switzerland
$1.45M -$114K -549 -8%
CMS
227
Capital Market Strategies
Florida
$1.45M +$6.45K +31 +0.5%
CIA
228
Concurrent Investment Advisors
Florida
$1.44M +$734K +3,529 +124%
IP
229
Intellectus Partners
California
$1.44M +$624 +3 +0%
RVM
230
Robinson Value Management
Texas
$1.41M -$12.1K -58 -0.9%
FIA
231
Foundations Investment Advisors
Arizona
$1.4M +$791K +3,805 +159%
WRPWM
232
Werba Rubin Papier Wealth Management
California
$1.39M -$9.36K -45 -0.7%
SIAG
233
Safeguard Investment Advisory Group
California
$1.36M -$170K -819 -12%
BFP
234
Beacon Financial Planning
Massachusetts
$1.35M +$597K +2,873 +92%
HI
235
Harbour Investments
Wisconsin
$1.35M -$31.4K -151 -2%
LIG
236
Lokken Investment Group
Delaware
$1.35M +$1.24M +5,956 New
IWP
237
Insight Wealth Partners
Texas
$1.34M +$203K +978 +20%
TFS
238
Thoroughbred Financial Services
Tennessee
$1.33M -$22K -106 -2%
WCM
239
Washburn Capital Management
Florida
$1.33M -$112K -540 -8%
KP
240
Keel Point
Alabama
$1.29M -$47.6K -229 -4%
ICG
241
InterOcean Capital Group
Tennessee
$1.27M -$9.36K -45 -0.8%
LNC
242
Lincoln National Corp
Pennsylvania
$1.26M +$342K +1,647 +42%
PFG
243
Prosperity Financial Group
California
$1.26M -$405K -1,950 -26%
CA
244
Corrado Advisors
New Jersey
$1.24M +$1.14M +5,494 New
KA
245
Kovack Advisors
Florida
$1.23M -$19.3K -93 -2%
GWM
246
Geneos Wealth Management
Colorado
$1.21M -$16.4K -79 -1%
AWM
247
Avitas Wealth Management
California
$1.21M -$13.3K -64 -1%
SCM
248
Steele Capital Management
Iowa
$1.2M +$122K +589 +12%
SC
249
Scotia Capital
Ontario, Canada
$1.19M -$413K -1,986 -27%
SIG
250
Sargent Investment Group
Maryland
$1.19M

SOXX Hedge Fund Activity: Q1 2024 in Review

690 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q1 2024, worth a combined $5.71B — up 24% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new SOXX positions and 61 closed out — a net gain of 71 holders — while 240 added to existing stakes and 221 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $283M. The largest seller was Morgan Stanley, cutting an estimated $299M.

  • 690 institutional investors held iShares Semiconductor ETF (SOXX) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $5.71B of iShares Semiconductor ETF stock for Q1 2024, up 24% quarter-over-quarter.
  • 132 funds opened new iShares Semiconductor ETF positions in Q1 2024 and 61 closed out, a net change of +71 holders.
  • The largest iShares Semiconductor ETF buyer in Q1 2024 was Goldman Sachs, an estimated $283M added.
  • The largest iShares Semiconductor ETF seller in Q1 2024 was Morgan Stanley, an estimated $299M sold.

Based on aggregated 13F filings for Q1 2024.