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iShares Semiconductor ETF

741 hedge funds and large institutions have $6.63B invested in iShares Semiconductor ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 291 increasing their positions, 237 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

34.54% more ownership

Funds ownership: 44.23%78.77% (+35%)

23% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 237

11% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 81

1% more capital invested

Capital invested by funds: $6.57B → $6.63B (+$60.6M)

1% more funds holding

Funds holding: 737741 (+4)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

77% less call options, than puts

Call options by funds: $479M | Put options by funds: $2.05B

Holders
741
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
10.64%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.26%
New
90
Increased
291
Reduced
237
Closed
81
Calls
$479M
Puts
$2.05B
Net Calls
-$1.57B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Concorde Asset Management
Michigan
-$200K -812 Closed
NFSG
802
Newbridge Financial Services Group
Florida
-$162K -658 Closed
AA
803
Ancora Advisors
Ohio
-$126K -511 Closed
TSWM
804
Tyler-Stone Wealth Management
Ohio
-$83K -336 Closed
TWP
805
Triad Wealth Partners
Kansas
-$75.5K -306 Closed
CLOS
806
Compagnie Lombard Odier SCmA
Switzerland
-$74K -300 Closed
GI
807
Gradient Investments
Minnesota
-$62.9K -255 Closed
MFA
808
McClarren Financial Advisors
Pennsylvania
-$10K -246 Closed
TFF
809
The Family Firm
Maryland
-$60.6K -246 Closed
WAG
810
Windsor Advisory Group
Ohio
-$59.9K -243 Closed
OWA
811
Opal Wealth Advisors
New York
-$44.9K -182 Closed
CC
812
Cultivar Capital
Texas
-$37K -150 Closed
SC
813
SouthState Corp
Florida
-$23.7K -96 Closed
LWA
814
Lowe Wealth Advisors
Maryland
-$12.3K -50 Closed
FUBT
815
First United Bank & Trust
Maryland
-$9.87K -40 Closed
BHWM
816
Beaird Harris Wealth Management
Texas
-$8.51K -34 Closed
ATPW
817
Ashton Thomas Private Wealth
Arizona
-$7.15K -29 Closed
NECFA
818
New England Capital Financial Advisors
Connecticut
-$3.88K -16 Closed
FNWA
819
Financial Network Wealth Advisors
Utah
-$3.09K -15 Closed
RFG
820
RFP Financial Group
Georgia
-$3.7K -15 Closed
1IA
821
1620 Investment Advisors
Massachusetts
-$2.22K -9 Closed
BC
822
Barrett & Company
Rhode Island
-$2.22K -9 Closed
DZ Bank
823
DZ Bank
Germany
-$740 -3 Closed
VAG
824
VisionPoint Advisory Group
Texas
-$740 -3 Closed

SOXX Hedge Fund Activity: Q3 2024 in Review

741 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2024, worth a combined $6.63B — up 0.92% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SOXX positions and 81 closed out — a net gain of 9 holders — while 291 added to existing stakes and 237 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.5B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $170M.

  • 741 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2024, up from 737 in Q2 2024.
  • Funds reported $6.63B of iShares Semiconductor ETF stock for Q3 2024, up 0.92% quarter-over-quarter.
  • 90 funds opened new iShares Semiconductor ETF positions in Q3 2024 and 81 closed out, a net change of +9 holders.
  • The largest iShares Semiconductor ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $3.5B added.
  • The largest iShares Semiconductor ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2024.