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iShares Semiconductor ETF

741 hedge funds and large institutions have $6.63B invested in iShares Semiconductor ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

34.54% more ownership

Funds ownership: 44.23%78.77% (+35%)

23% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 237

11% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 81

1% more capital invested

Capital invested by funds: $6.57B → $6.63B (+$60.6M)

1% more funds holding

Funds holding: 737741 (+4)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

77% less call options, than puts

Call options by funds: $479M | Put options by funds: $2.05B

Holders
741
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
10.64%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.26%
New
90
Increased
291
Reduced
237
Closed
81
Calls
$479M
Puts
$2.05B
Net Calls
-$1.57B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
501
Trust Point Inc
Wisconsin
$299K
PWM
502
Prosperity Wealth Management
California
$297K +$689 +3 +0.2%
IWA
503
Icon Wealth Advisors
Texas
$295K
LSAG
504
Lake Street Advisors Group
New Hampshire
$295K +$294K +1,281 New
BB
505
Busey Bank
Illinois
$293K
FSA
506
Fort Sheridan Advisors
Illinois
$293K -$97.9K -426 -25%
PIA
507
Perennial Investment Advisors
California
$291K -$4.13K -18 -1%
GL
508
Gerber LLC
Ohio
$291K -$7.35K -32 -2%
ACP
509
Aviance Capital Partners
Florida
$290K +$8.27K +36 +3%
BSG
510
Black Swift Group
Colorado
$288K +$287K +1,250 New
BFM
511
Boston Financial Management
Massachusetts
$287K +$25K +109 +10%
KCM
512
Kathmere Capital Management
Pennsylvania
$285K -$185K -804 -39%
WFS
513
WealthGarden F.S.
California
$284K +$10.1K +44 +4%
NL
514
NWAM LLC
Washington
$282K +$281K +1,222 New
CA
515
Cresta Advisors
Texas
$279K -$5.42M -23,602 -95%
LWM
516
Liberty Wealth Management
California
$276K -$28.7K -125 -9%
FAIM
517
Financial Advocates Investment Management
Washington
$275K +$422K +1,835 New
CIA
518
Choate Investment Advisors
Massachusetts
$273K
JIC
519
Johnson Investment Counsel
Ohio
$272K -$6.66K -29 -2%
AQR Capital Management
520
AQR Capital Management
Connecticut
$271K -$689 -3 -0.3%
MWM
521
MinichMacGregor Wealth Management
New York
$270K -$10.6M -46,110 -98%
AWM
522
AllSquare Wealth Management
New York
$270K
CT
523
Colonial Trust
South Carolina
$270K
SM
524
Sweeney & Michel
California
$267K -$49.2K -214 -16%
OWA
525
Outlook Wealth Advisors
Texas
$265K

SOXX Hedge Fund Activity: Q3 2024 in Review

741 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2024, worth a combined $6.63B — up 0.92% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SOXX positions and 81 closed out — a net gain of 9 holders — while 291 added to existing stakes and 237 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.5B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $170M.

  • 741 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2024, up from 737 in Q2 2024.
  • Funds reported $6.63B of iShares Semiconductor ETF stock for Q3 2024, up 0.92% quarter-over-quarter.
  • 90 funds opened new iShares Semiconductor ETF positions in Q3 2024 and 81 closed out, a net change of +9 holders.
  • The largest iShares Semiconductor ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.5B added.
  • The largest iShares Semiconductor ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2024.