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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
EL
151
EWA LLC
Pennsylvania
$3.18M -$877K -4,220 -23%
Wealthfront Advisers
152
Wealthfront Advisers
California
$3.16M -$55.1K -265 -2%
CS
153
Credit Suisse
Switzerland
$3.12M +$1.96M +9,409 +213%
Wolverine Trading
154
Wolverine Trading
Illinois
$3.11M -$2.15M -10,338 -43%
KA
155
Klingman & Associates
New York
$2.98M
CF
156
Centaurus Financial
California
$2.88M +$1.62M +7,798 +157%
AIA
157
Armor Investment Advisors
North Carolina
$2.81M -$50.3K -242 -2%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$2.79M -$556K -2,675 -18%
EH
159
Equitable Holdings
New York
$2.77M +$367K +1,765 +17%
SPIA
160
Steward Partners Investment Advisory
New York
$2.76M +$47K +226 +2%
RPGK
161
Retirement Planning Group (Kansas)
Kansas
$2.73M +$2.51M +12,068 New
US Bancorp
162
US Bancorp
Minnesota
$2.72M -$57.4K -276 -2%
PCIA
163
Prime Capital Investment Advisors
Kansas
$2.71M +$269K +1,292 +12%
MFG
164
Magnus Financial Group
New York
$2.7M +$216K +1,037 +9%
PCM
165
Pennsylvania Capital Management
Pennsylvania
$2.69M -$743K -3,574 -23%
GIM
166
Gold Investment Management
Alberta, Canada
$2.66M +$17K +82 +0.7%
SFS
167
Sowell Financial Services
Arkansas
$2.57M +$2.37M +11,388 New
AWM
168
Apollon Wealth Management
South Carolina
$2.55M -$99K -476 -4%
MFS
169
Mirabella Financial Services
United Kingdom
$2.53M +$2.33M +11,191 New
VAM
170
Vienna Asset Management
California
$2.52M +$2.32M +11,178 New
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$2.51M -$993K -4,775 -30%
SWP
172
Stratos Wealth Partners
Ohio
$2.5M -$92.7K -446 -4%
MIFH
173
Migdal Insurance & Financial Holdings
Israel
$2.49M -$27K -130 -1%
MCC
174
Money Concepts Capital
Florida
$2.43M +$539K +2,592 +32%
PA
175
PFG Advisors
Arizona
$2.42M -$43.2K -208 -2%

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.