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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
SSB
601
Sandy Spring Bank
Maryland
$204K
SFWC
602
Strategic Family Wealth Counselors
New Jersey
$202K +$223 +1 +0.1%
CC
603
Chicago Capital
Illinois
$202K
CAC
604
Certified Advisory Corp
Florida
$202K -$446 -2 -0.2%
BW
605
Bison Wealth
Georgia
$201K +$208K +933 New
OWA
606
Outlook Wealth Advisors
Texas
$200K -$49.1K -220 -19%
FWA
607
Flagship Wealth Advisors
Massachusetts
$200K +$207K +929 New
AAG
608
Armstrong Advisory Group
Massachusetts
$195K
RP
609
Rice Partnership
Hawaii
$194K
AWM
610
Angeles Wealth Management
California
$174K +$70.9K +318 +65%
EWA
611
Elevate Wealth Advisory
Georgia
$172K +$223 +1 +0.1%
OW
612
Olistico Wealth
Oklahoma
$170K +$223 +1 +0.1%
UBP
613
Union Bancaire Privee
Switzerland
$163K +$167K +750 New
FFA
614
Founders Financial Alliance
North Carolina
$157K +$223 +1 +0.1%
Qube Research & Technologies (QRT)
615
Qube Research & Technologies (QRT)
United Kingdom
$154K +$99.7K +447 +167%
OLVIG
616
Oliver Lagore Vanvalin Investment Group
Michigan
$150K -$33.2K -149 -18%
EB
617
Eastern Bank
Massachusetts
$149K +$43.5K +195 +39%
TCM
618
TruNorth Capital Management
Michigan
$145K
BCMLT
619
Beacon Capital Management LLC (Tennessee)
Tennessee
$144K -$21.4K -96 -13%
CFGS
620
Concourse Financial Group Securities
Alabama
$142K -$67.1K -301 -33%
NFSG
621
Newbridge Financial Services Group
Florida
$140K +$145K +649 New
CTC
622
Central Trust Company
Missouri
$139K
BCWM
623
Bartlett & Co Wealth Management
Ohio
$136K
OC
624
Oakworth Capital
Alabama
$129K
S
625
SignatureFD
Georgia
$128K +$9.82K +44 +8%

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.