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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
LFG
676
Larson Financial Group
Missouri
$4.07K
RDFA
677
Ritter Daniher Financial Advisory
Ohio
$4.07K
NECFA
678
New England Capital Financial Advisors
Connecticut
$3.54K -$11.6K -56 -78%
AWM
679
Abound Wealth Management
Tennessee
$2.71K +$2.5K +12 New
PPWM
680
PFG Private Wealth Management
Florida
$2.71K
BC
681
Barrett & Company
Rhode Island
$2.03K
CSC
682
Caldwell Sutter Capital
California
$1.36K
FIM
683
FWL Investment Management
Texas
$1.36K
TCM
684
Tradewinds Capital Management
Washington
$1.36K +$1.25K +6 New
TAM
685
Tucker Asset Management
Colorado
$1.36K +$1.25K +6 New
WBC
686
West Branch Capital
Massachusetts
$704 -$12.5K -60 -95%
GWANC
687
Guardian Wealth Advisors (North Carolina)
North Carolina
$685
HI
688
Horizon Investments
North Carolina
$678 +$624 +3 New
VAG
689
VisionPoint Advisory Group
Texas
$678 +$624 +3 New
PI
690
PEAK6 Investments
Illinois
$517 -$1.46K -7 -78%
Macquarie Group
691
Macquarie Group
Australia
$1 +$624 +3 New
Squarepoint
692
Squarepoint
New York
-$65.5M -315,081 Closed
TCA
693
Troluce Capital Advisors
Puerto Rico
-$12.8M -66,600 Closed
GSWM
694
Greenup Street Wealth Management
Michigan
-$8.77M -45,669 Closed
HCA
695
Heck Capital Advisors
Wisconsin
-$4.99M -26,007 Closed
P
696
&Partners
Tennessee
-$3.41M -17,760 Closed
HCS
697
Himension Capital (Singapore)
Singapore
-$3.24M -15,600 Closed
MIH
698
Meitav Investment House
Israel
-$2.44M -12,717 Closed
GCM
699
Greenland Capital Management
New York
-$2.39M -12,438 Closed
BCM
700
Beaumont Capital Management
Massachusetts
-$2.29M -11,931 Closed

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.