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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
GTAM
701
Global Trust Asset Management
Florida
$21.5K -$4.01K -18 -15%
HWP
702
Highline Wealth Partners
California
$19.8K -$2.23K -10 -10%
VWA
703
VSM Wealth Advisory
Maryland
$19.4K +$20.1K +90 New
DWM
704
Dogwood Wealth Management
Kansas
$18.3K
B
705
Birchbrook
Maine
$18.1K +$18.7K +84 New
SFC
706
SYM Financial Corp
Indiana
$17.9K
TWM
707
Topsail Wealth Management
North Carolina
$16.2K +$16.7K +75 New
FPB
708
First PREMIER Bank
South Dakota
$16K
ACA
709
American Capital Advisory
Idaho
$15.5K
IF
710
Integrity Financial
Wyoming
$15.4K -$30.1K -135 -65%
CPA
711
Cardiff Park Advisors
California
$14.5K
CIA
712
Cape Investment Advisory
Georgia
$14.4K -$10.3K -46 -41%
CA
713
Clearstead Advisors
Ohio
$14.2K -$12.3K -55 -45%
UB
714
UMB Bank
Missouri
$14K +$14.5K +65 New
AP
715
Aspect Partners
Virginia
$13.1K
CFFP
716
Center for Financial Planning
Michigan
$13.1K +$13.6K +61 New
HWA
717
Heritage Wealth Advisors
Virginia
$12.9K -$8.92K -40 -40%
GC
718
Gould Capital
Washington
$12.5K -$1.11K -5 -8%
FLP
719
Financial Life Planners
Arizona
$11.5K +$11.8K +53 New
CAS
720
Coppell Advisory Solutions
Texas
$10.4K
CMP
721
Coston McIsaac & Partners
Maine
$10K
EW
722
Element Wealth
Mississippi
$9.7K
HPC
723
HM Payson & Co
Maine
$9.27K +$9.59K +43 New
MFA
724
McClarren Financial Advisors
Pennsylvania
$9K +$9.82K +44 New
KWM
725
Kiker Wealth Management
Georgia
$8.62K +$8.92K +40 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.