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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
AFO
551
Arrowroot Family Office
California
$203K +$187K +900 New
LTL
552
Lowery Thomas LLC
California
$203K +$187K +899 New
LWL
553
Leo Wealth LLC
Texas
$201K +$184K +885 New
PA
554
Procyon Advisors
Connecticut
$201K +$185K +888 New
SFC
555
Swisher Financial Concepts
Ohio
$200K +$188K +905 New
BBHC
556
Brown Brothers Harriman & Co
New York
$200K +$180K +867 +4,817%
FIM
557
Fernwood Investment Management
Massachusetts
$200K +$184K +885 New
SIS
558
Sound Income Strategies
Florida
$199K +$183K +881 New
PTC
559
Private Trust Company
Ohio
$191K +$39.9K +192 +29%
NSIM
560
North Star Investment Management
Illinois
$187K +$416 +2 +0.2%
CAL
561
Capital Analysts LLC
Pennsylvania
$182K +$116K +557 +221%
CA
562
CoreCap Advisors
Michigan
$181K +$166K +799 New
FFA
563
Founders Financial Alliance
North Carolina
$170K +$208 +1 +0.1%
VC
564
Vestor Capital
Illinois
$159K
CTC
565
Central Trust Company
Missouri
$146K
TSWM
566
Tyler-Stone Wealth Management
Ohio
$140K +$3.12K +15 +2%
CHA
567
Carmichael Hill & Associates
Maryland
$136K +$208 +1 +0.2%
EWA
568
Elevate Wealth Advisory
Georgia
$136K
OC
569
Oakworth Capital
Alabama
$136K
NFSG
570
Newbridge Financial Services Group
Florida
$132K -$17.5K -84 -13%
Qube Research & Technologies (QRT)
571
Qube Research & Technologies (QRT)
United Kingdom
$128K -$772K -3,715 -87%
HCM
572
Hollencrest Capital Management
California
$126K -$208 -1 -0.2%
SVCP
573
Silicon Valley Capital Partners
California
$125K -$105K -505 -48%
AIC
574
Archer Investment Corporation
Indiana
$123K
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$122K

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.