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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
TFS
351
Thoroughbred Financial Services
Tennessee
$738K -$802K -3,493 -52%
FHC
352
First Heartland Consultants
Missouri
$736K -$44.6K -194 -6%
EIP
353
Ellis Investment Partners
Pennsylvania
$733K +$17.9K +78 +3%
EWA
354
Exencial Wealth Advisors
Oklahoma
$726K -$22.1K -96 -3%
ZF
355
Zhang Financial
Michigan
$708K +$498K +2,167 +240%
BFA
356
Bright Financial Advisors
Michigan
$707K
GIA
357
Gladstone Institutional Advisory
Florida
$706K +$199K +866 +39%
FPAS
358
Focus Partners Advisor Solutions
Missouri
$696K -$900K -3,916 -56%
CAM
359
Cresset Asset Management
Illinois
$677K +$23.2K +101 +4%
GA
360
GSG Advisors
New Jersey
$666K +$1.61K +7 +0.2%
Manulife (Manufacturers Life Insurance)
361
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$664K -$827K -3,598 -56%
FAG
362
Fortitude Advisory Group
Washington
$663K
SFM
363
Signet Financial Management
New Jersey
$657K -$10.6K -46 -2%
HWM
364
HB Wealth Management
Georgia
$652K +$13.8K +60 +2%
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$646K +$68.2K +297 +11%
WIM
366
Westside Investment Management
California
$641K
CF
367
Centaurus Financial
California
$636K -$853K -3,712 -57%
RFN
368
RDA Financial Network
Iowa
$636K -$1.84K -8 -0.3%
CWM
369
Concentric Wealth Management
California
$633K
CCG
370
Capital CS Group
California
$630K +$79K +344 +14%
KNW
371
Kesler Norman & Wride
Utah
$630K -$273K -1,188 -30%
KWA
372
Kingswood Wealth Advisors
California
$629K +$236K +1,026 +60%
PIMG
373
Patriot Investment Management Group
Tennessee
$623K +$10.3K +45 +2%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$614K +$3.67K +16 +0.6%
SXL
375
Summit X LLC
Missouri
$610K -$18.8K -82 -3%

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.