We are live on ! Find out more
SOXX icon

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
AT
401
Avalon Trust
New Mexico
$506K
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$505K -$301K -1,350 -37%
Toronto Dominion Bank
403
Toronto Dominion Bank
Ontario, Canada
$491K +$505K +2,263 +14,144%
BHWM
404
Bay Harbor Wealth Management
Maryland
$485K
JSW
405
Journey Strategic Wealth
New Jersey
$473K -$15.4K -69 -3%
NEPWA
406
New England Private Wealth Advisors
Massachusetts
$473K -$2.68K -12 -0.5%
PWM
407
Pines Wealth Management
North Carolina
$471K +$482K +2,160 New
SWA
408
SOA Wealth Advisors
New York
$469K +$892 +4 +0.2%
PWAC
409
Private Wealth Advisors (California)
California
$468K -$3.79K -17 -0.8%
DIP
410
Davis Investment Partners
North Carolina
$466K +$223 +1 +0%
FF
411
Finley Financial
Nevada
$465K +$465K +2,085 New
RG
412
Rathbones Group
United Kingdom
$463K -$28.8K -129 -6%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$463K -$25.2K -113 -5%
NWMG
414
National Wealth Management Group
Ohio
$463K -$19.6K -88 -4%
SA
415
Sovran Advisors
California
$462K +$471K +2,112 New
MWP
416
Madison Wealth Partners
Wisconsin
$461K +$4.68K +21 +1%
CF
417
Centaurus Financial
California
$460K -$139K -621 -23%
DQRIM
418
Dale Q Rice Investment Management
Washington
$459K +$475K +2,131 New
GSWM
419
Golden State Wealth Management
California
$451K +$467K +2,094 New
GAA
420
Global Assets Advisory
Florida
$450K -$669 -3 -0.1%
BAAM
421
Baker Avenue Asset Management
California
$446K +$52.6K +236 +13%
SFC
422
Strategic Financial Concepts
Texas
$444K +$203K +912 +79%
DIM
423
Delta Investment Management
California
$438K -$42.4K -190 -9%
TC
424
Trilogy Capital
California
$435K -$77.9K -349 -15%
IUHSA
425
Itau Unibanco Holding S.A.
Brazil
$435K +$446K +2,000 New

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.