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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
CIC
376
Carnegie Investment Counsel
Ohio
$524K -$8.73K -42 -2%
RSC
377
Red Spruce Capital
Pennsylvania
$515K +$474K +2,280 New
PPWM
378
Paragon Private Wealth Management
Kentucky
$512K +$56.1K +270 +14%
DIM
379
Delta Investment Management
California
$506K -$624 -3 -0.1%
PA
380
PSI Advisors
Florida
$505K -$44.1K -212 -9%
WIA
381
World Investment Advisors
California
$501K +$461K +2,217 New
NWMG
382
National Wealth Management Group
Ohio
$498K +$20.6K +99 +5%
WA
383
Waverly Advisors
Alabama
$495K -$44.1K -212 -9%
PWAC
384
Private Wealth Advisors (California)
California
$495K -$8.11K -39 -2%
NEPWA
385
New England Private Wealth Advisors
Massachusetts
$493K +$454K +2,184 New
BIA
386
Biondo Investment Advisors
Pennsylvania
$491K +$452K +2,175 New
SWA
387
SOA Wealth Advisors
New York
$490K -$832 -4 -0.2%
BFAG
388
Blackston Financial Advisory Group
Florida
$483K +$444K +2,136 New
SXL
389
Summit X LLC
Missouri
$479K -$117K -561 -21%
SW
390
SVB Wealth
Massachusetts
$477K +$439K +2,112 New
HNB
391
Huntington National Bank
Ohio
$475K
HWM
392
HB Wealth Management
Georgia
$474K
BFA
393
Beaumont Financial Advisors
Massachusetts
$474K -$344K -1,653 -44%
EP
394
Edgestream Partners
New Jersey
$474K -$323K -1,555 -43%
BHWM
395
Bay Harbor Wealth Management
Maryland
$470K
KCM
396
Kathmere Capital Management
Pennsylvania
$461K +$424K +2,040 New
RG
397
Rathbones Group
United Kingdom
$456K
FAIM
398
Financial Advocates Investment Management
Washington
$453K -$4.53M -21,767 -62%
AF
399
Apexium Financial
Texas
$452K
GIA
400
Gladstone Institutional Advisory
Florida
$442K -$42.8K -206 -10%

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.