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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
CA
651
Clearstead Advisors
Ohio
$14.6K
GC
652
Gould Capital
Washington
$14.2K -$64.9K -312 -83%
JGCM
653
Joseph Group Capital Management
Ohio
$13.6K +$12.5K +60 New
AC
654
AlphaCore Capital
California
$12.9K -$117K -564 -91%
FWM
655
FSA Wealth Management
Massachusetts
$12.2K
T
656
Tidemark
California
$12.2K
PA
657
Parallel Advisors
California
$11.5K -$29.9K -144 -74%
FGAM
658
Financial Gravity Asset Management
Texas
$11.3K -$8.52K -41 -46%
MFA
659
McClarren Financial Advisors
Pennsylvania
$10K
CMP
660
Coston McIsaac & Partners
Maine
$10K +$9.77K +47 New
Russell Investments Group
661
Russell Investments Group
United Kingdom
$9.49K
FM
662
Family Management
New York
$9.49K +$8.73K +42 New
MG
663
Mather Group
Illinois
$9.22K +$3.33K +16 New
CFO
664
CVA Family Office
Colorado
$8.81K
GJIA
665
Glass Jacobson Investment Advisors
Maryland
$8.47K +$208 +1 +3%
AP
666
Aspect Partners
Virginia
$8.13K
CSWM
667
Cassady Schiller Wealth Management
Ohio
$7.46K
CA
668
Centerpoint Advisors
Massachusetts
$7K
PCM
669
Penserra Capital Management
California
$7K +$7.07K +34 New
PGAM
670
Princeton Global Asset Management
New Jersey
$6.78K
ACA
671
Aptus Capital Advisors
Alabama
$6.1K
BHWM
672
Beaird Harris Wealth Management
Texas
$5.52K
FMB
673
Field & Main Bank
Kentucky
$5.42K +$4.99K +24 New
CAL
674
Capital Advisors Ltd
Ohio
$5K
BG
675
Bollard Group
Massachusetts
$5K +$416 +2 +10%

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.