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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
IAIM
301
International Assets Investment Management
Florida
$847K -$18.1K -87 -2%
NFG
302
Nations Financial Group
Iowa
$847K -$178K -858 -19%
DADC
303
D.A. Davidson & Co
Montana
$843K +$776K +3,731 New
SF
304
Synovus Financial
Georgia
$835K -$29.9K -144 -4%
HSBC Holdings
305
HSBC Holdings
United Kingdom
$831K +$765K +3,679 New
IF
306
Ironwood Financial
Arizona
$821K -$7.49K -36 -1%
JPLA
307
Joseph P. Lucia & Associates
New York
$818K +$69.6K +335 +10%
DC
308
Davenport & Co
Virginia
$817K -$16.8K -81 -2%
BFA
309
Beacon Financial Advisory
Ohio
$813K -$95.6K -460 -11%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$810K +$354K +1,703 +90%
TI
311
Trexquant Investment
Connecticut
$808K -$100K -481 -12%
SI
312
Symmetry Investments
Jersey
$804K +$740K +3,560 New
MA
313
Mutual Advisors
Nebraska
$803K -$827K -3,977 -53%
CWM
314
Connecticut Wealth Management
Connecticut
$798K
EWA
315
Exencial Wealth Advisors
Oklahoma
$781K -$38.7K -186 -5%
NPT
316
National Philanthropic Trust
Pennsylvania
$779K -$624 -3 -0.1%
CMANY
317
Capital Management Associates (New York)
New York
$773K +$168K +807 +31%
FHC
318
First Heartland Consultants
Missouri
$772K +$82.5K +397 +13%
WANY
319
Wealthspire Advisors (New York)
New York
$755K -$180K -864 -21%
Nomura Asset Management
320
Nomura Asset Management
Japan
$754K +$195K +936 +39%
FFS
321
Founders Financial Securities
Maryland
$750K +$17.5K +84 +3%
PF
322
Phoenix Financial
Israel
$746K +$687K +3,303 New
PCFFS
323
Pacific Center for Financial Services
California
$743K +$239K +1,150 +54%
ML
324
McAdam LLC
Pennsylvania
$741K +$155K +747 +30%
CIAS
325
Capital Investment Advisory Services
North Carolina
$740K +$4.99K +24 +0.7%

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.