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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
MFIM
251
Mesirow Financial Investment Management
Illinois
$1.43M -$54.7K -245 -4%
CHC
252
City Holding Co
West Virginia
$1.43M +$52K +233 +4%
WS
253
Wedbush Securities
California
$1.42M +$22.5K +101 +2%
Cerity Partners
254
Cerity Partners
New York
$1.41M +$84.8K +380 +6%
CMS
255
Capital Market Strategies
Florida
$1.41M -$2.01K -9 -0.1%
TCOO
256
Trust Company of Oklahoma
Oklahoma
$1.4M -$335K -1,501 -19%
CPIG
257
Chicago Partners Investment Group
Illinois
$1.39M +$1.17M +5,245 +548%
IAN
258
Integrated Advisors Network
Texas
$1.38M +$122K +548 +9%
PFG
259
Prosperity Financial Group
California
$1.37M +$29K +130 +2%
WCM
260
Washburn Capital Management
Florida
$1.36M -$22.3K -100 -2%
IP
261
Intellectus Partners
California
$1.34M +$4.68K +21 +0.3%
DADC
262
D.A. Davidson & Co
Montana
$1.33M +$343K +1,539 +33%
AWM
263
Avitas Wealth Management
California
$1.3M -$70.5K -316 -5%
MIFH
264
Migdal Insurance & Financial Holdings
Israel
$1.28M -$148K -663 -10%
BPWM
265
Badgley Phelps Wealth Managers
Washington
$1.28M +$1.33M +5,946 New
TCA
266
Transcend Capital Advisors
New Jersey
$1.28M +$71.8K +322 +6%
AR
267
Apeiron RIA
Texas
$1.27M -$369K -1,656 -22%
ML
268
McAdam LLC
Pennsylvania
$1.26M +$102K +458 +9%
VFA
269
Valeo Financial Advisors
Indiana
$1.24M -$2.68K -12 -0.2%
BCM
270
Bayesian Capital Management
New York
$1.24M +$1.28M +5,739 New
JPLA
271
Joseph P. Lucia & Associates
New York
$1.23M +$157K +703 +14%
SIAG
272
Safeguard Investment Advisory Group
California
$1.22M -$36.1K -162 -3%
NPT
273
National Philanthropic Trust
Pennsylvania
$1.22M
SS
274
Sunbelt Securities
Texas
$1.22M -$270K -1,209 -18%
PS
275
Principal Securities
Iowa
$1.2M +$229K +1,028 +23%

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.