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iShares Semiconductor ETF

741 hedge funds and large institutions have $6.63B invested in iShares Semiconductor ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

34.54% more ownership

Funds ownership: 44.23%78.77% (+35%)

23% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 237

11% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 81

1% more capital invested

Capital invested by funds: $6.57B → $6.63B (+$60.6M)

1% more funds holding

Funds holding: 737741 (+4)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

77% less call options, than puts

Call options by funds: $479M | Put options by funds: $2.05B

Holders
741
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
10.64%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.26%
New
90
Increased
291
Reduced
237
Closed
81
Calls
$479M
Puts
$2.05B
Net Calls
-$1.57B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
StoneCrest Wealth Management
Arizona
$871K -$116K -507 -12%
FFS
327
Founders Financial Securities
Maryland
$865K -$187K -812 -18%
FCC
328
Florin Court Capital
United Kingdom
$853K -$4.46M -19,400 -84%
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$852K -$448K -1,952 -35%
CWP
330
Cyndeo Wealth Partners
Florida
$842K +$838K +3,650 New
GRP
331
Global Retirement Partners
California
$839K +$70.5K +307 +9%
BFA
332
Beaumont Financial Advisors
Massachusetts
$818K +$16.8K +73 +2%
Bank of New York Mellon
333
Bank of New York Mellon
New York
$816K -$427K -1,857 -34%
CWM
334
Connecticut Wealth Management
Connecticut
$815K
AF
335
Apexium Financial
Texas
$814K +$212K +921 +35%
IF
336
Ironwood Financial
Arizona
$814K -$2.99K -13 -0.4%
IA
337
IFP Advisors
Florida
$810K +$373K +1,623 +86%
AA
338
Advisory Alpha
Michigan
$808K +$65K +283 +9%
BFA
339
Beacon Financial Advisory
Ohio
$795K +$39.1K +170 +5%
Northern Trust
340
Northern Trust
Illinois
$793K +$40.9K +178 +5%
SA
341
SpiderRock Advisors
Delaware
$785K +$65.5K +285 +9%
NFG
342
Nations Financial Group
Iowa
$780K -$63.6K -277 -8%
SF
343
Synovus Financial
Georgia
$774K -$40.7K -177 -5%
LIA
344
Lynx Investment Advisory
District of Columbia
$771K +$7.12K +31 +0.9%
ECM
345
ExodusPoint Capital Management
New York
$769K +$766K +3,336 New
CMANY
346
Capital Management Associates (New York)
New York
$758K
IAS
347
Insigneo Advisory Services
Florida
$756K +$124K +541 +20%
ORC
348
O'Rourke & Company
Massachusetts
$754K +$298K +1,299 +66%
MGIA
349
Moneta Group Investment Advisors
Missouri
$744K +$21.6K +94 +3%
CCWM
350
Cassaday & Co Wealth Management
Virginia
$739K +$41.8K +182 +6%

SOXX Hedge Fund Activity: Q3 2024 in Review

741 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2024, worth a combined $6.63B — up 0.92% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SOXX positions and 81 closed out — a net gain of 9 holders — while 291 added to existing stakes and 237 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.5B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $170M.

  • 741 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2024, up from 737 in Q2 2024.
  • Funds reported $6.63B of iShares Semiconductor ETF stock for Q3 2024, up 0.92% quarter-over-quarter.
  • 90 funds opened new iShares Semiconductor ETF positions in Q3 2024 and 81 closed out, a net change of +9 holders.
  • The largest iShares Semiconductor ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.5B added.
  • The largest iShares Semiconductor ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2024.