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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
CWM
351
Concentric Wealth Management
California
$620K +$571K +2,745 New
CCWM
352
Cassaday & Co Wealth Management
Virginia
$618K
CAM
353
Cresset Asset Management
Illinois
$618K -$407K -1,958 -42%
GCM
354
Goldstream Capital Management
Hong Kong
$617K +$568K +2,730 New
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$614K +$258K +1,239 +85%
EFG
356
Ehrlich Financial Group
California
$613K +$564K +2,715 New
VCP
357
Verus Capital Partners
Arizona
$608K -$52K -250 -9%
PS
358
Principal Securities
Iowa
$607K +$210K +1,010 +60%
IBOK
359
Independence Bank of Kentucky
Kentucky
$601K -$17.3K -83 -3%
PIMG
360
Patriot Investment Management Group
Tennessee
$596K +$39.9K +192 +8%
FFN
361
Focus Financial Network
Minnesota
$592K -$365K -1,755 -38%
AF
362
Apollon Financial
South Carolina
$592K +$1.66K +8 +0.3%
CPC
363
Cookson Peirce & Co
Pennsylvania
$591K +$416 +2 +0.1%
GRP
364
Global Retirement Partners
California
$590K -$92.3K -444 -15%
AFO
365
Allie Family Office
Florida
$571K -$90.4K -435 -15%
GAG
366
Goodman Advisory Group
Massachusetts
$556K +$512K +2,461 New
Brown Advisory
367
Brown Advisory
Maryland
$549K +$131K +629 +35%
OWP
368
Obermeyer Wealth Partners
Colorado
$544K +$98.5K +474 +25%
RJT
369
Raymond James Trust
Florida
$544K -$15.6K -75 -3%
AI
370
Accredited Investors
Minnesota
$534K +$2.08K +10 +0.4%
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$34.3K +165 +8%
AI
372
Atom Investors
Texas
$532K +$97.1K +467 +25%
GCP
373
GSA Capital Partners
United Kingdom
$531K -$141K -678 -22%
OPWM
374
Oxinas Partners Wealth Management
Indiana
$526K +$484K +2,328 New
LPAM
375
Lodestar Private Asset Management
California
$525K +$19.3K +93 +4%

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.