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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
TNAM
451
Terra Nova Asset Management
New York
$347K +$62.4K +300 +24%
HH
452
Hilltop Holdings
Texas
$345K -$6.24K -30 -2%
AssetMark Inc
453
AssetMark Inc
California
$341K -$66.2M -318,592 -100%
HIC
454
Holderness Investments Company
North Carolina
$341K
MIM
455
Merrion Investment Management
New Jersey
$339K
GCM
456
Graham Capital Management
Connecticut
$339K +$312K +1,500 New
RA
457
RFG Advisory
Alabama
$338K +$2.08K +10 +0.7%
BJL
458
Brighton Jones LLC
Washington
$337K +$34.3K +165 +12%
MWM
459
Modera Wealth Management
New Jersey
$327K
SAS
460
Stelac Advisory Services
New York
$322K
ACP
461
Aviance Capital Partners
Florida
$321K +$62.4K +300 +27%
WH
462
Willner & Heller
California
$321K +$75.9K +365 +35%
LA
463
LM Advisors
California
$320K
WF
464
Welch & Forbes
Massachusetts
$316K
WPP
465
Whalerock Point Partners
Rhode Island
$315K
SM
466
Sweeney & Michel
California
$309K +$286K +1,375 New
XT
467
XTX Topco
Cayman Islands
$308K +$283K +1,363 New
RIA
468
Regal Investment Advisors
Michigan
$308K -$91.7K -441 -24%
SWP
469
Strategic Wealth Partners
Ohio
$308K +$283K +1,362 New
KIA
470
KCM Investment Advisors
California
$307K -$13.1K -63 -4%
NPFS
471
Novak & Powell Financial Services
Florida
$305K
BCM
472
Basso Capital Management
Connecticut
$304K -$69.9K -336 -20%
RI
473
Rinkey Investments
California
$304K
PFA
474
Pathway Financial Advisers
Indiana
$299K +$9.36K +45 +4%
CAM
475
Concorde Asset Management
Michigan
$297K +$272K +1,308 New

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.