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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
BFM
526
Boston Financial Management
Massachusetts
$271K +$2.23K +10 +0.8%
SCM
527
Spreng Capital Management
Ohio
$270K -$16.7K -75 -6%
CNC
528
Citizens & Northern Corp
Pennsylvania
$270K +$279K +1,251 New
NSIM
529
North Star Investment Management
Illinois
$270K +$32.6K +146 +13%
AIA
530
AssuredPartners Investment Advisors
Florida
$269K +$279K +1,250 New
CFCI
531
Comprehensive Financial Consultants Institutional
Indiana
$267K +$277K +1,241 New
KCM
532
Kathmere Capital Management
Pennsylvania
$266K
MC
533
Moors & Cabot
Massachusetts
$266K -$29.7K -133 -10%
GVCM
534
Global View Capital Management
Wisconsin
$264K +$272K +1,219 New
CMANY
535
Capital Management Associates (New York)
New York
$264K -$460K -2,061 -63%
AQR Capital Management
536
AQR Capital Management
Connecticut
$262K +$9.15K +41 +3%
APA
537
Astoria Portfolio Advisors
New York
$258K -$37.3K -167 -12%
MWM
538
MinichMacGregor Wealth Management
New York
$258K +$87.7K +393 +49%
PWM
539
Prosperity Wealth Management
California
$257K -$22.1K -99 -8%
JAG
540
Journey Advisory Group
Kentucky
$256K
CPC
541
Cookson Peirce & Co
Pennsylvania
$256K -$300K -1,344 -53%
MHR
542
Matthew Hamilton Rosenberg
$255K +$23.2K +104 +10%
PA
543
Pinnacle Associates
New York
$253K +$261K +1,172 New
KCFA
544
Key Client Fiduciary Advisors
New Jersey
$250K +$4.24K +19 +2%
LWM
545
Liberty Wealth Management
California
$250K -$8.25K -37 -3%
CIA
546
Choate Investment Advisors
Massachusetts
$249K -$6.69K -30 -3%
Bank of New York Mellon
547
Bank of New York Mellon
New York
$248K -$533K -2,391 -68%
DWM
548
Dakota Wealth Management
Florida
$248K -$33.5K -150 -12%
HBW
549
Hazlett, Burt & Watson
West Virginia
$247K
WA
550
WBH Advisory
Maryland
$247K -$446 -2 -0.2%

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.