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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
TC
276
TownSquare Capital
Utah
$1.19M +$118K +529 +11%
CA
277
Continuum Advisory
Idaho
$1.18M +$1.56K +7 +0.1%
GVAG
278
Great Valley Advisor Group
Delaware
$1.16M -$131K -589 -10%
JWS
279
Juncture Wealth Strategies
Arizona
$1.16M +$77.9K +349 +7%
WA
280
Wealthstream Advisors
New York
$1.13M
CTFG
281
Capstone Triton Financial Group
Oklahoma
$1.12M -$29.9K -134 -3%
KA
282
Kovack Advisors
Florida
$1.11M -$88.3K -396 -7%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$61.8K +277 +6%
IWM
284
IHT Wealth Management
Illinois
$1.1M -$490K -2,198 -30%
KFGK
285
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$223 +1 +0%
KWA
286
Kingswood Wealth Advisors
California
$1.08M +$510K +2,288 +84%
WWM
287
Western Wealth Management
Colorado
$1.07M -$290K -1,301 -21%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$1.05M -$15.4K -69 -1%
SFI
289
SPC Financial Inc
Maryland
$1.04M -$5.43M -24,349 -83%
TCM
290
Telos Capital Management
California
$1.04M +$18.3K +82 +2%
WIA
291
World Investment Advisors
California
$1.03M +$871K +3,906 +447%
NAMNJ
292
NorthStar Asset Management (New Jersey)
New Jersey
$1.01M -$52.9K -237 -5%
Fidelity International
293
Fidelity International
Bermuda
$1M -$2.4M -10,775 -70%
BCA
294
Bay Colony Advisors
Massachusetts
$995K -$42.2K -189 -4%
PWP
295
Principle Wealth Partners
Connecticut
$984K +$223 +1 +0%
WRPWM
296
Werba Rubin Papier Wealth Management
California
$983K
IWN
297
Independent Wealth Network
Iowa
$969K +$92.6K +415 +10%
SWP
298
Strategic Wealth Partners
Ohio
$968K +$58.2K +261 +6%
PWM
299
Perigon Wealth Management
California
$966K
PCFFS
300
Pacific Center for Financial Services
California
$962K +$1.56K +7 +0.2%

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.