We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

761 hedge funds and large institutions have $8.25B invested in iShares Semiconductor ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 279 increasing their positions, 240 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 78

24% more capital invested

Capital invested by funds: $6.63B → $8.25B (+$1.62B)

16% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 240

3% more funds holding

Funds holding: 741761 (+20)

34.81% less ownership

Funds ownership: 78.77%43.96% (-35%)

50% less funds holding in top 10

Funds holding in top 10: 189 (-9)

54% less call options, than puts

Call options by funds: $494M | Put options by funds: $1.08B

Holders
761
Holders Change
+20
Holders Change %
+2.7%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
114
Increased
279
Reduced
240
Closed
78
Calls
$494M
Puts
$1.08B
Net Calls
-$583M
Net Calls Change
+$985M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$1.73M -$35.7K -160 -2%
FFA
227
Farther Finance Advisors
California
$1.73M +$419K +1,878 +31%
B
228
Barings
North Carolina
$1.72M +$1.78M +7,968 New
RSWM
229
Robertson Stephens Wealth Management
California
$1.69M -$1.85M -8,292 -51%
CWMGO
230
Capstone Wealth Management Group (Oregon)
Oregon
$1.67M +$1.72M +7,732 New
Franklin Resources
231
Franklin Resources
California
$1.63M +$203K +910 +14%
MC
232
Mirabaud & Cie
Switzerland
$1.62M
RT
233
Rockland Trust
Massachusetts
$1.61M -$100K -450 -6%
AFG
234
Albion Financial Group
Utah
$1.61M -$92.4K -414 -5%
EFS
235
Essex Financial Services
Connecticut
$1.6M -$29K -130 -2%
IWP
236
Insight Wealth Partners
Texas
$1.59M +$6.47K +29 +0.4%
EWA
237
Evolution Wealth Advisors
Florida
$1.59M -$475K -2,130 -22%
HI
238
Harbour Investments
Wisconsin
$1.58M +$219K +982 +15%
NWWA
239
New Wave Wealth Advisors
Arkansas
$1.57M +$257K +1,152 +19%
USCWA
240
U.S. Capital Wealth Advisors
Texas
$1.54M +$140K +627 +10%
YDMI
241
Y.D. More Investments
Israel
$1.54M -$119K -535 -7%
TPA
242
Trivium Point Advisory
Connecticut
$1.54M +$81K +363 +5%
IWA
243
IBEX Wealth Advisors
New Jersey
$1.53M +$1.58M +7,085 New
HCM
244
Howard Capital Management
Georgia
$1.51M +$84.5K +379 +6%
MM
245
Main Management
California
$1.5M
AF
246
Allworth Financial
California
$1.5M +$406K +1,819 +40%
MFG
247
Midwest Financial Group
Kansas
$1.5M +$67.6K +303 +5%
CA
248
Corrado Advisors
New Jersey
$1.48M +$98.4K +441 +7%
TSS
249
Two Sigma Securities
New York
$1.48M +$1.22M +5,463 +394%
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$1.44M -$4.38M -19,633 -75%

SOXX Hedge Fund Activity: Q4 2024 in Review

761 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q4 2024, worth a combined $8.25B — up 24% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SOXX positions and 78 closed out — a net gain of 36 holders — while 279 added to existing stakes and 240 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $300M. The largest seller was International Assets Investment Management, cutting an estimated $3.4B.

  • 761 institutional investors held iShares Semiconductor ETF (SOXX) as of Q4 2024, up from 741 in Q3 2024.
  • Funds reported $8.25B of iShares Semiconductor ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 114 funds opened new iShares Semiconductor ETF positions in Q4 2024 and 78 closed out, a net change of +36 holders.
  • The largest iShares Semiconductor ETF buyer in Q4 2024 was Clal Insurance, an estimated $300M added.
  • The largest iShares Semiconductor ETF seller in Q4 2024 was International Assets Investment Management, an estimated $3.4B sold.

Based on aggregated 13F filings for Q4 2024.