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iShares Semiconductor ETF

686 hedge funds and large institutions have $5.7B invested in iShares Semiconductor ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 238 increasing their positions, 220 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+62
Holders Change %
+9.94%
% 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
131
Increased
238
Reduced
220
Closed
61
Calls
$592M
Puts
$851M
Net Calls
-$259M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
376
Delta Investment Management
California
$506K -$678 -3 -0.1%
PA
377
PSI Advisors
Florida
$505K -$47.9K -212 -9%
WIA
378
World Investment Advisors
California
$501K +$501K +2,217 New
NWMG
379
National Wealth Management Group
Ohio
$498K +$22.4K +99 +5%
WA
380
Waverly Advisors
Alabama
$495K -$47.9K -212 -9%
PWAC
381
Private Wealth Advisors (California)
California
$495K -$8.81K -39 -2%
NEPWA
382
New England Private Wealth Advisors
Massachusetts
$493K +$493K +2,184 New
BIA
383
Biondo Investment Advisors
Pennsylvania
$491K +$491K +2,175 New
SWA
384
SOA Wealth Advisors
New York
$490K -$904 -4 -0.2%
BFAG
385
Blackston Financial Advisory Group
Florida
$483K +$483K +2,136 New
SXL
386
Summit X LLC
Missouri
$479K -$127K -561 -21%
SW
387
SVB Wealth
Massachusetts
$477K +$477K +2,112 New
HNB
388
Huntington National Bank
Ohio
$475K -$408K
HWM
389
HB Wealth Management
Georgia
$474K
BFA
390
Beaumont Financial Advisors
Massachusetts
$474K -$373K -1,653 -44%
EP
391
Edgestream Partners
New Jersey
$474K -$351K -1,555 -43%
BHWM
392
Bay Harbor Wealth Management
Maryland
$470K
KCM
393
Kathmere Capital Management
Pennsylvania
$461K +$461K +2,040 New
RG
394
Rathbones Group
United Kingdom
$456K
FAIM
395
Financial Advocates Investment Management
Washington
$453K -$742K -21,767 -62%
AF
396
Apexium Financial
Texas
$452K
GIA
397
Gladstone Institutional Advisory
Florida
$442K -$46.5K -206 -10%
SAG
398
SageView Advisory Group
California
$441K +$325K +10,905 +281%
AC
399
Apella Capital
Connecticut
$438K +$37.1K +165 +9%
TC
400
Trilogy Capital
California
$436K +$148K +657 +52%