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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
PIA
801
Perennial Investment Advisors
California
-$291K -1,262 Closed
BSG
802
Black Swift Group
Colorado
-$288K -1,250 Closed
FCH
803
Freestone Capital Holdings
Washington
-$257K -1,116 Closed
CFS
804
Commonwealth Financial Services
West Virginia
-$242K -1,081 Closed
CAM
805
Cozad Asset Management
Illinois
-$246K -1,065 Closed
HWM
806
Heirloom Wealth Management
Colorado
-$244K -1,060 Closed
OPW
807
Oxler Private Wealth
New York
-$244K -1,060 Closed
MOS
808
MGO One Seven
Ohio
-$242K -1,050 Closed
MWM
809
Modera Wealth Management
New Jersey
-$238K -1,030 Closed
HAG
810
HF Advisory Group
Maryland
-$228K -988 Closed
MSAM
811
Moloney Securities Asset Management
Missouri
-$227K -986 Closed
SYBT
812
Stock Yards Bank & Trust
Kentucky
-$215K -931 Closed
SVWG
813
Shared Vision Wealth Group
United States
-$214K -927 Closed
CWM
814
Cedar Wealth Management
California
-$213K -925 Closed
CPRC
815
Consolidated Portfolio Review Corp
New York
-$212K -919 Closed
PTC
816
Philadelphia Trust Company
Pennsylvania
-$207K -899 Closed
HFO
817
Heritage Family Offices
Arizona
-$206K -892 Closed
LWL
818
Leo Wealth LLC
Texas
-$205K -887 Closed
DC
819
Davenport & Co
Virginia
-$204K -886 Closed
BFAG
820
Blackston Financial Advisory Group
Florida
-$204K -884 Closed
RIG
821
RiverFront Investment Group
Virginia
-$201K -870 Closed
NP
822
NorthRock Partners
Minnesota
-$164K -711 Closed
VC
823
Vestor Capital
Illinois
-$162K -702 Closed
MWA
824
MFA Wealth Advisors
Pennsylvania
-$148K -642 Closed
OP
825
ORG Partners
Indiana
-$141K -610 Closed

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.