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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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$35.6M +$5.69M +27,372 +21%
AT
27
Avalon Trust
New Mexico
$34.3M +$170K +820 +0.5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$33.2M +$23.3M +112,058 +321%
Stifel Financial
29
Stifel Financial
Missouri
$31.6M +$2.17M +10,428 +8%
AWM
30
Affinity Wealth Management
Delaware
$28.9M -$293K -1,408 -1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$28.9M +$8.08M +38,865 +44%
SFI
32
SPC Financial Inc
Maryland
$26.4M -$284K -1,364 -1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$25.7M -$2.01M -9,683 -8%
Corient Private Wealth
34
Corient Private Wealth
Florida
$25.3M +$510K +2,453 +2%
Barclays
35
Barclays
United Kingdom
$25M +$17.5M +84,151 +317%
RJA
36
Raymond James & Associates
Florida
$23.8M +$2.36M +11,351 +12%
BWM
37
Bulltick Wealth Management
Florida
$22M -$893K -4,296 -4%
ASN
38
Advisory Services Network
Georgia
$21.1M -$465K -2,236 -2%
JF
39
Jump Financial
Illinois
$20.8M +$13.9M +66,659 +263%
GG
40
Greenwood Gearhart
Arkansas
$19.9M +$120K +576 +0.7%
CAN
41
Cetera Advisor Networks
California
$19.4M +$2.13M +10,264 +14%
YC
42
Yarbrough Capital
Tennessee
$18.6M
Truist Financial
43
Truist Financial
North Carolina
$18.4M +$862K +4,147 +5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$17.2M +$15M +72,342 +1,973%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$17.1M +$9.8M +47,116 +164%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$16.8M +$2.75M +13,224 +24%
OC
47
Oppenheimer & Co
New York
$16.6M -$124K -595 -0.8%
AIIMS
48
Analyst IMS Investment Management Services
Israel
$15.1M +$1.71M +8,231 +14%
KAS
49
Kestra Advisory Services
Texas
$14.9M +$1.07M +5,150 +8%
GAG
50
GM Advisory Group
New York
$14.7M +$583K +2,804 +4%

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.