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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
BHB
51
Bank Hapoalim BM
Israel
$14.3M +$998K +4,802 +8%
AWS
52
Atria Wealth Solutions
New York
$14.3M -$2.79M -13,440 -18%
Fidelity International
53
Fidelity International
Bermuda
$13.7M -$7.24M -34,808 -36%
Jane Street
54
Jane Street
New York
$13.6M -$127M -609,189 -91%
SPW
55
Surience Private Wealth
Washington
$13.6M +$12.5M +59,993 New
Mariner
56
Mariner
Kansas
$13.5M +$1.1M +5,305 +10%
SG Americas Securities
57
SG Americas Securities
New York
$13M -$1.28M -6,161 -10%
3F
58
360 Financial
Minnesota
$12.9M +$350K +1,682 +3%
GF
59
Gray Foundation
New York
$12.7M
LFA
60
Legend Financial Advisors
Pennsylvania
$12.4M +$77.3K +372 +0.7%
PS
61
Portfolio Strategies
New York
$11.7M +$230K +1,104 +2%
MWM
62
MinichMacGregor Wealth Management
New York
$11.3M +$1.63M +7,834 +19%
MA
63
Montag & Associates
Georgia
$10.7M +$386K +1,857 +4%
VWM
64
Valley Wealth Managers
New Jersey
$10.6M -$1.15M -5,527 -11%
CB
65
Commerce Bank
Missouri
$10.5M +$56.1K +270 +0.6%
BBVA
66
Banco Bilbao Vizcaya Argentaria
Spain
$10.3M -$2.8M -13,473 -23%
TFA
67
Toth Financial Advisory
Virginia
$10.2M -$110K -528 -1%
CWM
68
CMH Wealth Management
New Hampshire
$10.1M -$898K -4,318 -9%
CICC
69
Capital Investment Counsel (Colorado)
Colorado
$9.98M +$4.27M +20,528 +87%
CWM
70
Chicago Wealth Management
Illinois
$9.92M -$854K -4,107 -9%
CCMG
71
Clark Capital Management Group
Pennsylvania
$9.31M +$6.82M +32,786 +390%
FPGK
72
Financial Partners Group (Kansas)
Kansas
$9.18M +$293K +1,408 +4%
T2I
73
Turim 21 Investimentos
Brazil
$9.17M -$16M -76,899 -65%
B
74
Barings
North Carolina
$9.07M +$8.35M +40,146 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$9.06M +$7.27M +34,981 +678%

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.