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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
RWS
326
Resolute Wealth Strategies
Mississippi
$804K -$10.5K -47 -1%
PF
327
Phoenix Financial
Israel
$803K -$21.9K -98 -3%
CWP
328
Cyndeo Wealth Partners
Florida
$798K +$12K +54 +1%
IAS
329
Insigneo Advisory Services
Florida
$795K +$92.1K +413 +13%
AA
330
Advisory Alpha
Michigan
$788K +$34.8K +156 +4%
KIA
331
KCM Investment Advisors
California
$785K +$424K +1,902 +109%
SWM
332
StoneCrest Wealth Management
Arizona
$784K -$31.2K -140 -4%
MA
333
Mutual Advisors
Nebraska
$774K +$286K +1,283 +59%
N
334
Natixis
France
$769K +$551K +2,470 +225%
BFA
335
Beacon Financial Advisory
Ohio
$767K +$24.8K +111 +3%
CWM
336
Connecticut Wealth Management
Connecticut
$762K
AF
337
Apexium Financial
Texas
$761K
NFG
338
Nations Financial Group
Iowa
$761K +$32.8K +147 +4%
RA
339
RoundAngle Advisors
New Jersey
$757K +$784K +3,513 New
IF
340
Ironwood Financial
Arizona
$755K -$5.35K -24 -0.7%
SIG
341
Sargent Investment Group
Maryland
$751K -$426K -1,910 -36%
CCWM
342
Cassaday & Co Wealth Management
Virginia
$748K +$59.8K +268 +8%
PSF
343
Pacific Sun Financial
California
$742K +$400K +1,794 +109%
BPC
344
Banque Pictet & Cie
Switzerland
$733K +$323K +1,450 +74%
SF
345
Synovus Financial
Georgia
$731K +$7.14K +32 +1%
Manulife (Manufacturers Life Insurance)
346
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$723K +$106K +476 +17%
LIA
347
Lynx Investment Advisory
District of Columbia
$721K +$1.11K +5 +0.1%
1L
348
10Elms LLP
Oklahoma
$713K +$738K +3,310 New
AW
349
Alteri Wealth
California
$704K +$729K +3,269 New
EIP
350
Ellis Investment Partners
Pennsylvania
$702K +$17.2K +77 +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.