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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
IWP
676
IAG Wealth Partners
Wisconsin
$45K -$29K -130 -38%
CWC
677
Carolinas Wealth Consulting
North Carolina
$43.3K
AA
678
AlphaMark Advisors
Kentucky
$42K +$43.5K +195 New
GI
679
GAMMA Investing
California
$40.1K
RF
680
Robinswood Financial
Washington
$38.9K
BFO
681
Biltmore Family Office
North Carolina
$38.8K -$11.2K -50 -22%
MAM
682
Morse Asset Management
Connecticut
$38.6K -$1.11K -5 -3%
TIM
683
Tortoise Investment Management
New York
$38.1K
T
684
Transce3nd
Texas
$37.9K +$39.3K +176 New
TC
685
Truvestments Capital
Florida
$34.9K +$2.68K +12 +8%
TSMHT
686
Thurston Springer Miller Herd & Titak
Indiana
$34.7K
BFPW
687
BOK Financial Private Wealth
Colorado
$32.3K
HFS
688
Hopwood Financial Services
Virginia
$30.2K +$31.2K +140 New
MFA
689
Morling Financial Advisors
California
$27.2K
CFS
690
Compass Financial Services
Iowa
$25K +$25.9K +116 New
BTI
691
Blue Trust Inc
Georgia
$23.9K
ACM
692
Anfield Capital Management
California
$23.9K +$9.15K +41 +59%
HCM
693
Hollencrest Capital Management
California
$23.6K -$12.7K -57 -34%
BBPWM
694
Blue Bell Private Wealth Management
Pennsylvania
$23.3K
CWM
695
Copia Wealth Management
Oregon
$23.3K +$24.1K +108 New
BF
696
BOK Financial
Oklahoma
$22.9K -$1.11K -5 -5%
SIC
697
SJS Investment Consulting
Ohio
$22.8K +$223 +1 +1%
GEA
698
Glen Eagle Advisors
New Jersey
$22.7K
FIM
699
FWL Investment Management
Texas
$22.6K +$9.82K +44 +72%
EPIM
700
Evelyn Partners Investment Management
$22.6K +$23.4K +105 New

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.