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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
OPS
376
Orion Portfolio Solutions
Nebraska
$597K +$421K +1,885 +213%
PA
377
PSI Advisors
Florida
$593K +$52.4K +235 +9%
BFA
378
Beaumont Financial Advisors
Massachusetts
$589K -$181K -812 -23%
BIA
379
Biondo Investment Advisors
Pennsylvania
$585K +$125K +560 +26%
PIMG
380
Patriot Investment Management Group
Tennessee
$582K
HWM
381
HB Wealth Management
Georgia
$580K -$30.8K -138 -5%
FA
382
Flagstar Advisors
New York
$574K +$7.14K +32 +1%
ZF
383
Zhang Financial
Michigan
$565K -$101K -451 -15%
BlackRock
384
BlackRock
New York
$562K +$559K +2,505 +2,386%
PPWM
385
Paragon Private Wealth Management
Kentucky
$559K +$16.7K +75 +3%
EP
386
Edgestream Partners
New Jersey
$550K +$569K +2,551 New
QT
387
Quantbot Technologies
New York
$548K +$165K +739 +41%
AFO
388
Allie Family Office
Florida
$545K
AC
389
Allstate Corporation
Illinois
$539K
AF
390
Apollon Financial
South Carolina
$535K +$223 +1 +0%
Brown Advisory
391
Brown Advisory
Maryland
$533K
CAM
392
Cresset Asset Management
Illinois
$533K -$103K -463 -16%
SG
393
Sharper & Granite
California
$531K +$296K +1,325 +117%
SCA
394
Snowden Capital Advisors
New York
$529K +$66K +296 +14%
LPAM
395
Lodestar Private Asset Management
California
$525K
NEWAS
396
N.E.W. Advisory Services
Wisconsin
$518K +$51.1K +229 +11%
OWP
397
Obermeyer Wealth Partners
Colorado
$514K -$4.91K -22 -0.9%
RFN
398
RDA Financial Network
Iowa
$514K -$83.7K -375 -14%
WAM
399
WFA Asset Management
Wisconsin
$511K +$4.91K +22 +0.9%
AI
400
Accredited Investors
Minnesota
$510K

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.