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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
SAG
401
SageView Advisory Group
California
$441K +$2.27M +10,905 +281%
AC
402
Apella Capital
Connecticut
$438K +$34.3K +165 +9%
TC
403
Trilogy Capital
California
$436K +$137K +657 +52%
EP
404
Eudaimonia Partners
Tennessee
$435K -$10.8K -52 -3%
PMG
405
ProVise Management Group
Florida
$434K +$1.25K +6 +0.3%
SWC
406
Spectrum Wealth Counsel
Indiana
$430K -$5.76M -27,702 -94%
CI
407
CX Institutional
Indiana
$427K +$388K +1,865 +6,907%
AWA
408
Arkadios Wealth Advisors
Georgia
$426K +$20.6K +99 +6%
SCM
409
Spreng Capital Management
Ohio
$426K
MFS
410
Madrona Financial Services
Washington
$425K
BP
411
BNP Paribas
France
$423K +$390K +1,874 New
IA
412
IFP Advisors
Florida
$420K +$88.8K +427 +30%
FFP
413
FourThought Financial Partners
Florida
$418K -$24.9K -120 -6%
BAAM
414
Baker Avenue Asset Management
California
$415K
CG
415
Caprock Group
Idaho
$415K
FRA
416
Front Row Advisors
California
$405K +$8.11K +39 +2%
Walleye Capital
417
Walleye Capital
New York
$403K -$1.6M -7,700 -81%
KWA
418
Kingswood Wealth Advisors
California
$402K -$133K -642 -27%
SFC
419
Strategic Financial Concepts
Texas
$402K +$370K +1,779 New
PHWM
420
Pine Harbor Wealth Management
Maryland
$400K +$416 +2 +0.1%
RCM
421
RB Capital Management
Nevada
$400K +$416 +2 +0.1%
Empower Advisory Group
422
Empower Advisory Group
Colorado
$392K +$5.61K +27 +2%
AWM
423
AE Wealth Management
Kansas
$391K -$6.59M -31,711 -95%
DT
424
Diversified Trust
Tennessee
$390K +$359K +1,728 New
RG
425
Retirement Group
California
$390K +$157K +754 +78%

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.