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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
VF
626
VitalStone Financial
Texas
$38K +$27.9K +134 +406%
HGERS
627
Householder Group Estate & Retirement Specialist
Arizona
$38K +$4.99K +24 +17%
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$37.3K
HWP
629
Highline Wealth Partners
California
$36.6K +$33.7K +162 New
BFPW
630
BOK Financial Private Wealth
Colorado
$33.9K
IPW
631
Impact Partnership Wealth
Georgia
$33.9K
DSC
632
Duncker Streett & Co
Missouri
$33.9K +$31.2K +150 New
LI
633
LRI Investments
Florida
$33.9K +$31.2K +150 New
MFA
634
Morling Financial Advisors
California
$28.5K
FSWA
635
Financial Synergies Wealth Advisors
Texas
$25.8K
BTI
636
Blue Trust Inc
Georgia
$25.1K -$1.25K -6 -5%
IGWM
637
ICA Group Wealth Management
Colorado
$24.4K -$3.12K -15 -12%
BBPWM
638
Blue Bell Private Wealth Management
Pennsylvania
$24.4K
GEA
639
Glen Eagle Advisors
New Jersey
$23.8K +$21.8K +105 New
SIC
640
SJS Investment Consulting
Ohio
$23.7K +$21.8K +105 New
BlackRock
641
BlackRock
New York
$23.7K
SC
642
SouthState Corp
Florida
$21.7K
GWSG
643
GPS Wealth Strategies Group
Colorado
$21.7K +$3.12K +15 +19%
IF
644
Integrity Financial
Wyoming
$21.3K +$4.57K +22 +31%
HIA
645
Harbor Investment Advisory
Maryland
$20.3K
VWM
646
Venturi Wealth Management
Texas
$18.3K +$13.7K +66 +440%
FPB
647
First PREMIER Bank
South Dakota
$17K
CPBTD
648
Central Pacific Bank - Trust Division
Hawaii
$16.7K +$15.2K +73 New
EWA
649
EverSource Wealth Advisors
Alabama
$16K -$4.37K -21 -22%
MAM
650
MMA Asset Management
Pennsylvania
$15.9K +$14.8K +71 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.