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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
WJWM
576
Williams Jones Wealth Management
New York
$226K +$234K +1,050 New
MSFS
577
Main Street Financial Solutions
Pennsylvania
$222K +$2.9K +13 +1%
SP
578
Stonebrook Private
Michigan
$222K +$230K +1,031 New
GT
579
Glenview Trust
Kentucky
$222K
TWP
580
Tyche Wealth Partners
Texas
$221K +$229K +1,025 New
CT
581
Colonial Trust
South Carolina
$220K -$33.5K -150 -13%
QCM
582
Quantinno Capital Management
New York
$217K +$225K +1,009 New
PSP
583
Principal Street Partners
Tennessee
$216K +$892 +4 +0.4%
AWA
584
Arkadios Wealth Advisors
Georgia
$216K -$17K -76 -7%
CFP
585
Cascade Financial Partners
California
$215K
FIM
586
Fernwood Investment Management
Massachusetts
$215K -$1.78K -8 -0.8%
CWM
587
Cornerstone Wealth Management
Missouri
$215K +$1.34K +6 +0.6%
SCA
588
Southern Capital Advisors
Tennessee
$214K +$223 +1 +0.1%
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$214K +$219K +980 New
YWS
590
Yarger Wealth Strategies
Ohio
$213K +$223 +1 +0.1%
PP
591
Patten & Patten
Tennessee
$213K
FFG
592
First Financial Group
North Carolina
$213K +$221K +989 New
LSA
593
L & S Advisors
California
$213K -$28.3K -127 -11%
Bank Julius Baer & Co
594
Bank Julius Baer & Co
Switzerland
$211K +$106K +474 +115%
TWP
595
Tempus Wealth Planning
California
$208K
SIA
596
SeaBridge Investment Advisors
New Jersey
$205K +$212K +951 New
SC
597
Summa Corp
Texas
$205K
MAMG
598
Milestone Asset Management Group
Connecticut
$205K +$212K +950 New
AAS
599
Ameritas Advisory Services
Nebraska
$205K +$212K +949 New
LTL
600
Lowery Thomas LLC
California
$204K +$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.