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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
TC
576
Tacita Capital
Ontario, Canada
$122K
VNA
577
Valley National Advisers
Pennsylvania
$121K +$111K +536 New
MPCG
578
Matrix Private Capital Group
New York
$120K +$22.9K +110 +26%
TCOV
579
Trust Company of Vermont
Vermont
$119K -$15.6K -75 -13%
AA
580
Ancora Advisors
Ohio
$116K +$106K +511 New
AAP
581
Arax Advisory Partners
Colorado
$115K -$6.24K -30 -6%
FFA
582
Farther Finance Advisors
California
$113K +$36.2K +174 +54%
GWSA
583
Global Wealth Strategies & Associates
Colorado
$112K +$9.36K +45 +10%
AWM
584
Angeles Wealth Management
California
$110K -$97.9K -471 -49%
FWP
585
FAS Wealth Partners
Kansas
$106K -$192K -924 -66%
Credit Agricole
586
Credit Agricole
France
$99.6K +$63.4K +305 +172%
AWM
587
Avondale Wealth Management
Texas
$92.9K +$85.5K +411 New
JEST
588
JTC Employer Solutions Trustee
Jersey
$90K +$83.2K +400 New
KHC
589
Koesten Hirschmann & Crabtree
Kansas
$86.8K +$79.8K +384 New
SIC
590
Salem Investment Counselors
North Carolina
$85.4K
CIR
591
Clear Investment Research
Georgia
$82K
CH
592
Canton Hathaway
Rhode Island
$79K
AAG
593
Armstrong Advisory Group
Massachusetts
$77.2K -$55.7K -268 -67%
CWC
594
Carolinas Wealth Consulting
North Carolina
$72.3K +$9.77K +47 +17%
WSC
595
Wellington Shields & Co
New York
$69.8K
WT
596
Washington Trust
Rhode Island
$69.8K +$17.5K +84 +37%
AAMA
597
Advanced Asset Management Advisors
Ohio
$69.6K -$208 -1 -0.3%
EW
598
Element Wealth
Mississippi
$67.8K
MCM
599
Manchester Capital Management
Vermont
$67.8K
RA
600
Ransom Advisory
Rhode Island
$67.8K +$62.4K +300 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.