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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
WEG
726
World Equity Group
Illinois
-$281K -1,464 Closed
RWM
727
Ritholtz Wealth Management
New York
-$271K -1,413 Closed
SA
728
SFI Advisors
New Jersey
-$237K -1,233 Closed
LSAG
729
Lake Street Advisors Group
New Hampshire
-$222K -1,155 Closed
ACI
730
Alpha Cubed Investments
California
-$204K -1,062 Closed
YIH
731
Y-Intercept (HK)
Hong Kong
-$202K -1,050 Closed
WTC
732
WhitTier Trust Company
Nevada
-$190K -990 Closed
MFG
733
Mendota Financial Group
Wisconsin
-$164K -855 Closed
RFA
734
Resurgent Financial Advisors
Georgia
-$82.4K -429 Closed
HT
735
Headlands Technologies
Illinois
-$52.4K -273 Closed
PIA
736
Powell Investment Advisors
Florida
-$50.7K -264 Closed
TWM
737
Tradition Wealth Management
Minnesota
-$37K -192 Closed
OP
738
ORG Partners
Indiana
-$25.9K -135 Closed
JWM
739
Janiczek Wealth Management
Colorado
-$16.1K -84 Closed
GWS
740
Glassman Wealth Services
Virginia
-$14.4K -75 Closed
MBFW
741
Morton Brown Family Wealth
Pennsylvania
-$14.4K -75 Closed
GIA
742
GHP Investment Advisors
Colorado
-$13.8K -72 Closed
ACA
743
American Capital Advisory
Idaho
-$12.1K -63 Closed
MFT
744
Moisand Fitzgerald Tamayo
Florida
-$9.22K -48 Closed
FA
745
Faithward Advisors
Pennsylvania
-$9.07K -45 Closed
PMFA
746
Plante Moran Financial Advisors
Michigan
-$8.64K -45 Closed
WWMSC
747
Wagner Wealth Management (South Carolina)
South Carolina
-$8.06K -42 Closed
Fifth Third Bancorp
748
Fifth Third Bancorp
Ohio
-$4.03K -21 Closed
AWM
749
Able Wealth Management
New Jersey
-$2.88K -15 Closed
PAIM
750
Punch & Associates Investment Management
Minnesota
-$1.45K -9 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.