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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
MCWS
476
McKinley Carter Wealth Services
West Virginia
$334K +$223 +1 +0.1%
AAP
477
Arax Advisory Partners
Colorado
$333K +$241K +1,082 +233%
BFA
478
Buttonwood Financial Advisors
Maryland
$333K
SG
479
StoneX Group
New York
$332K +$343K +1,539 New
TNAM
480
Terra Nova Asset Management
New York
$329K +$223 +1 +0.1%
KWM
481
KFG Wealth Management
Indiana
$329K -$2.72M -12,190 -89%
MFS
482
Madrona Financial Services
Washington
$328K -$13.4K -60 -4%
HIC
483
Holderness Investments Company
North Carolina
$325K
MCM
484
Manchester Capital Management
Vermont
$325K
1CP
485
17 Capital Partners
Arizona
$325K +$30.6K +137 +10%
GWSG
486
GPS Wealth Strategies Group
Colorado
$324K +$8.92K +40 +3%
Mackenzie Financial
487
Mackenzie Financial
Ontario, Canada
$323K -$114K -510 -25%
MIM
488
Merrion Investment Management
New Jersey
$323K
RI
489
Rinkey Investments
California
$323K +$22.3K +100 +7%
HAS
490
HBW Advisory Services
California
$316K
SRL
491
Scientech Research LLC
New Jersey
$312K +$323K +1,447 New
TAM
492
Titleist Asset Management
Texas
$312K +$323K +1,447 New
RCAG
493
Rehmann Capital Advisory Group
Michigan
$310K -$9.82K -44 -3%
WEG
494
World Equity Group
Illinois
$309K +$320K +1,434 New
SPWG
495
Syntegra Private Wealth Group
Missouri
$307K +$12.9K +58 +4%
WCM
496
WealthBridge Capital Management
Ohio
$306K +$317K +1,419 New
GPWM
497
Grant Private Wealth Management
California
$305K +$316K +1,417 New
LA
498
LM Advisors
California
$305K
WF
499
Welch & Forbes
Massachusetts
$305K +$3.57K +16 +1%
JIC
500
Johnson Investment Counsel
Ohio
$302K +$50.2K +225 +19%

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.