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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
WA
251
Wealthstream Advisors
New York
$1.18M +$1.46K +7 +0.1%
CA
252
Continuum Advisory
Idaho
$1.18M +$130K +626 +13%
RCS
253
Retirement Capital Strategies
California
$1.17M +$1.08M +5,171 New
JWS
254
Juncture Wealth Strategies
Arizona
$1.16M +$21K +101 +2%
NAMNJ
255
NorthStar Asset Management (New Jersey)
New Jersey
$1.15M +$7.07K +34 +0.7%
Franklin Resources
256
Franklin Resources
California
$1.14M -$137K -659 -12%
Zurich Cantonal Bank
257
Zurich Cantonal Bank
Switzerland
$1.14M +$1.05M +5,031 New
VFA
258
Valeo Financial Advisors
Indiana
$1.13M +$227K +1,092 +25%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$1.13M +$759K +3,652 +274%
TCA
260
Transcend Capital Advisors
New Jersey
$1.12M -$12.5K -60 -1%
MMG
261
Monetary Management Group
Missouri
$1.1M +$62.4K +300 +7%
Walleye Trading
262
Walleye Trading
New York
$1.1M -$1.33M -6,381 -57%
TC
263
TownSquare Capital
Utah
$1.1M -$85.9K -413 -8%
BCA
264
Bay Colony Advisors
Massachusetts
$1.09M +$23.7K +114 +2%
HIC
265
Hartline Investment Corp
Illinois
$1.09M +$1M +4,824 New
WS
266
Wedbush Securities
California
$1.07M +$84.4K +406 +9%
KFGK
267
Keystone Financial Group (Kentucky)
Kentucky
$1.06M -$14.1K -68 -1%
RIA
268
Realta Investment Advisors
Delaware
$1.05M +$606K +2,915 +167%
PWP
269
Principle Wealth Partners
Connecticut
$1.05M +$17K +82 +2%
SWA
270
Stratos Wealth Advisors
Ohio
$1.05M +$9.77K +47 +1%
RSWM
271
Robertson Stephens Wealth Management
California
$1.04M
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$1.04M -$72.1K -347 -7%
AF
273
Allworth Financial
California
$1.04M +$83.6K +402 +10%
TCM
274
Telos Capital Management
California
$1.03M -$7.07K -34 -0.7%
Cerity Partners
275
Cerity Partners
New York
$1.03M +$294K +1,412 +45%

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.