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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
CAM
601
Creekmur Asset Management
Illinois
$67.1K
CPA
602
Clear Point Advisors
New York
$63.7K +$58.6K +282 New
MIM
603
Macroview Investment Management
Maryland
$62.6K +$24.5K +118 +74%
TCM
604
TruNorth Capital Management
Michigan
$60.8K +$55.9K +269 New
BCM
605
Barometer Capital Management
Ontario, Canada
$60.3K -$506K -2,433 -90%
HR
606
Howe & Rusling
New York
$59.6K -$2.5K -12 -4%
GI
607
Gradient Investments
Minnesota
$57.6K
DZ Bank
608
DZ Bank
Germany
$56.5K +$52K +250 New
NS
609
NBC Securities
Alabama
$56K
VL
610
Vima LLC
Michigan
$55.6K -$33.9K -163 -57%
CT
611
Cambridge Trust
Massachusetts
$54.2K
BCMLT
612
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.3K +$4.16K +20 +9%
AF
613
Advisornet Financial
Minnesota
$53.3K -$2.7K -13 -5%
HWA
614
Heritage Wealth Advisors
Virginia
$52.9K -$18.7K -90 -28%
OIA
615
Optimum Investment Advisors
Illinois
$52.2K
BFO
616
Biltmore Family Office
North Carolina
$52K +$47.8K +230 New
ADL
617
Asset Dedication LLC
California
$51K
PAI
618
Pittenger & Anderson Inc
Nebraska
$50.8K
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$49.5K +$10.6K +51 +30%
S
620
SignatureFD
Georgia
$49K +$13.9K +67 +45%
HPIA
621
Hamilton Point Investment Advisors
North Carolina
$48.1K
EWM
622
EPG Wealth Management
Georgia
$47.4K
TFGT
623
TS Financial Group (TSFG)
Illinois
$43K -$1.25K -6 -3%
GI
624
GAMMA Investing
California
$42K
TIM
625
Tortoise Investment Management
New York
$40K +$36.8K +177 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.