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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
HP
501
Holistic Planning
Texas
$256K -$20K -96 -8%
RWP
502
RWA Wealth Partners
Massachusetts
$254K -$3.12K -15 -1%
CAM
503
Councilmark Asset Management
Tennessee
$254K +$234K +1,125 New
OWA
504
Outlook Wealth Advisors
Texas
$254K +$234K +1,125 New
BSW
505
Buckingham Strategic Wealth
Missouri
$254K +$234K +1,124 New
SPWG
506
Syntegra Private Wealth Group
Missouri
$251K
FA
507
Fountainhead AM
New Jersey
$251K +$231K +1,113 New
FCG
508
Fielder Capital Group
Tennessee
$249K
JCM
509
Jacobi Capital Management
Pennsylvania
$249K -$6.24K -30 -3%
MHR
510
Matthew Hamilton Rosenberg
$247K
MAM
511
MWA Asset Management
Massachusetts
$246K +$9.56K +46 +4%
NP
512
NorthRock Partners
Minnesota
$245K +$208 +1 +0.1%
SFA
513
Sequoia Financial Advisors
Ohio
$243K +$224K +1,078 New
CWS
514
Cypress Wealth Services
California
$243K
WPW
515
Waldron Private Wealth
Pennsylvania
$242K -$7.07K -34 -3%
CWM
516
Cornerstone Wealth Management
Missouri
$242K -$46.8K -225 -17%
OCM
517
One Capital Management
California
$241K +$221K +1,065 New
TCM
518
Tandem Capital Management
New Jersey
$239K -$15.6K -75 -7%
MSAM
519
Moloney Securities Asset Management
Missouri
$236K +$217K +1,043 New
HWMA
520
Heritage Wealth Management (Arizona)
Arizona
$234K +$215K +1,035 New
GT
521
Glenview Trust
Kentucky
$233K -$39.7K -191 -16%
CWM
522
Cedar Wealth Management
California
$232K +$213K +1,025 New
MWM
523
Mission Wealth Management
California
$231K +$212K +1,022 New
Neuberger Berman Group
524
Neuberger Berman Group
New York
$229K +$211K +1,014 New
APA
525
Astoria Portfolio Advisors
New York
$227K +$220K +1,056 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.