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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
BPA
126
Beacon Pointe Advisors
California
$4.18M +$64.9K +312 +2%
PFS
127
Prospera Financial Services
Texas
$4.14M +$204K +980 +6%
QC
128
Quadrature Capital
United Kingdom
$4.13M +$3.29M +15,832 +644%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$4.13M +$341K +1,638 +10%
Creative Planning
130
Creative Planning
Kansas
$4.1M +$585K +2,815 +18%
MYIA
131
Mount Yale Investment Advisors
Colorado
$4.06M -$235K -1,132 -6%
PG
132
Prostatis Group
Maryland
$3.98M +$3.66M +17,603 New
JIP
133
Jaffetilchin Investment Partners
Florida
$3.89M -$106K -510 -3%
HAC
134
Harbor Advisory Corp
New Hampshire
$3.87M -$55.5K -267 -2%
KWM
135
KFG Wealth Management
Indiana
$3.83M +$3.2M +15,408 +986%
NFG
136
Norris Financial Group
South Carolina
$3.83M +$237K +1,142 +7%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.81M -$321K -1,544 -8%
AIM
138
Anchor Investment Management
South Carolina
$3.74M +$215K +1,036 +7%
FA
139
Fermata Advisors
California
$3.69M +$3.39M +16,318 New
NAG
140
Northstar Advisory Group
New Jersey
$3.62M +$289K +1,389 +9%
GWA
141
GGM Wealth Advisors
Maryland
$3.61M +$3.34M +16,065 New
RWG
142
Ratio Wealth Group
Colorado
$3.53M +$117K +561 +4%
SPC
143
Sigma Planning Corp
Michigan
$3.52M +$1.54M +7,412 +91%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$3.52M -$444K -2,137 -12%
CG
145
Cutler Group
California
$3.51M +$1.12M +5,375 +53%
PIWA
146
Prevail Innovative Wealth Advisors
Kansas
$3.48M +$3.21M +15,423 New
PI
147
PFG Investments
New York
$3.41M +$330K +1,588 +12%
HG
148
Herbst Group
Connecticut
$3.26M +$105K +503 +4%
LJCM
149
Lee Johnson Capital Management
Texas
$3.23M +$2.97M +14,276 New
Lido Advisors
150
Lido Advisors
California
$3.19M -$199K -956 -6%

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.