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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
AAS
101
Avantax Advisory Services
Texas
$6M +$992K +4,772 +22%
SWM
102
Spire Wealth Management
Virginia
$5.87M +$745K +3,585 +16%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$5.81M +$5.1M +24,550 +2,093%
UCFA
104
United Capital Financial Advisors
Texas
$5.8M -$4.43M -21,289 -45%
SMFG
105
Sumitomo Mitsui Financial Group
Japan
$5.79M -$79.1M -380,371 -94%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$5.58M +$296K +1,425 +6%
LBC
107
Lowe Brockenbrough & Co
Virginia
$5.56M -$1M -4,811 -16%
ALC
108
Alexander Labrunerie & Co
Missouri
$5.5M +$5.06M +24,338 New
CA
109
Cresta Advisors
Texas
$5.48M +$98.8K +475 +2%
CWM
110
Concentrum Wealth Management
California
$5.37M +$100K +481 +2%
FCC
111
Florin Court Capital
United Kingdom
$5.35M -$624K -3,000 -11%
KWM
112
Kingsview Wealth Management
Oregon
$5.35M -$512K -2,463 -9%
ACM
113
Absolute Capital Management
Pennsylvania
$5.32M +$4.9M +23,550 New
WDL
114
Well Done LLC
Michigan
$5.24M -$283K -1,363 -6%
MC
115
Martin & Co
Tennessee
$5.21M -$284K -1,364 -6%
CCA
116
Cadent Capital Advisors
Oklahoma
$5.17M +$34.7K +167 +0.7%
IMC Chicago
117
IMC Chicago
Illinois
$5.14M -$30.4M -146,395 -87%
KFS
118
Kelly Financial Services
Massachusetts
$5.13M -$290K -1,395 -6%
CIC
119
Concord Investment Counsel
California
$4.96M +$4.57M +21,962 New
CCA
120
Cottonwood Capital Advisors
Utah
$4.77M -$226K -1,086 -5%
William Blair & Company
121
William Blair & Company
Illinois
$4.51M -$16.4K -79 -0.4%
AWM
122
Adams Wealth Management
Utah
$4.39M -$2.06M -9,894 -34%
Comerica Bank
123
Comerica Bank
Texas
$4.32M +$52.4K +252 +1%
TF
124
Theory Financial
Colorado
$4.32M -$689K -3,315 -15%
BA
125
Bristlecone Advisors
Washington
$4.31M +$385K +1,854 +11%

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.