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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
FNC
76
First National Corp
Massachusetts
$8.93M -$6.46M -31,058 -67%
FB
77
Fulton Bank
Pennsylvania
$8.84M -$8.11K -39 -0.1%
UOC
78
UBS O'Connor
Illinois
$8.58M +$7.9M +38,000 New
WSCM
79
Wellington Shields Capital Management
New York
$8.38M +$1.29M +6,216 +20%
KPWS
80
Kestra Private Wealth Services
Texas
$8.36M -$157K -756 -2%
WIC
81
Woodmont Investment Counsel
Tennessee
$8.1M -$3.74K -18 -0.1%
NCM
82
Novare Capital Management
North Carolina
$7.83M +$416 +2 +0%
TCM
83
Traynor Capital Management
Pennsylvania
$7.71M -$322K -1,551 -4%
LC
84
Lindbrook Capital
California
$7.63M -$117K -564 -2%
MWM
85
Meridian Wealth Management
Kentucky
$7.62M -$90.6K -436 -1%
RFM
86
Royal Fund Management
Florida
$7.41M +$7.28K +35 +0.1%
SB
87
Strategic Blueprint
Georgia
$7.14M +$292K +1,404 +5%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$6.89M +$616K +2,963 +11%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$6.89M +$1.19M +5,739 +23%
GS
90
GTS Securities
New York
$6.7M +$2.27M +10,895 +58%
DAS
91
Dynamic Advisor Solutions
Arizona
$6.53M +$1.23M +5,914 +26%
SMF
92
Sterling Manor Financial
New York
$6.53M -$1.25M -6,032 -17%
KF
93
KKM Financial
Illinois
$6.49M +$2.59M +12,478 +77%
Fisher Asset Management
94
Fisher Asset Management
Washington
$6.39M -$1.38M -6,661 -19%
CA
95
Cetera Advisors
Colorado
$6.38M +$1.88M +9,049 +47%
PAG
96
Private Advisor Group
New Jersey
$6.35M +$396K +1,904 +7%
NA
97
NewEdge Advisors
Louisiana
$6.17M -$195K -938 -3%
IFG
98
Independent Financial Group
California
$6.16M +$659K +3,171 +13%
ES
99
Eagle Strategies
New York
$6.04M +$5.56M +26,757 New
DJYG
100
David J. Yvars Group
Florida
$6.04M +$230K +1,108 +4%

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.