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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
SWM
151
Spire Wealth Management
Virginia
$3.45M -$1.24M -5,559 -26%
PI
152
PFG Investments
New York
$3.44M +$81K +363 +2%
PAS
153
Park Avenue Securities
New York
$3.41M +$730K +3,272 +26%
Kayne Anderson Rudnick Investment Management
154
Kayne Anderson Rudnick Investment Management
California
$3.41M +$479K +2,147 +16%
PCG
155
Prosperity Consulting Group
Maryland
$3.37M +$325K +1,458 +10%
ICMM
156
Integrated Capital Management (Michigan)
Michigan
$3.36M +$3.23M +14,474 +1,303%
EH
157
Equitable Holdings
New York
$3.32M +$1.03M +4,615 +43%
EL
158
EWA LLC
Pennsylvania
$3.28M +$47.1K +211 +1%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$3.12M -$197K -883 -6%
NW
160
NewEdge Wealth
Pennsylvania
$3.1M +$1.34M +5,988 +71%
Lido Advisors
161
Lido Advisors
California
$3.02M -$110K -492 -3%
OCM
162
One Capital Management
California
$2.99M -$492K -2,205 -14%
SWP
163
Stratos Wealth Partners
Ohio
$2.97M -$473K -2,120 -13%
IA
164
IFP Advisors
Florida
$2.94M +$2.26M +10,143 +289%
US Bancorp
165
US Bancorp
Minnesota
$2.93M +$56.7K +254 +2%
HG
166
Herbst Group
Connecticut
$2.91M -$179K -801 -6%
LJAC
167
L.J. Altfest & Co
New York
$2.87M +$1.27M +5,698 +75%
KA
168
Klingman & Associates
New York
$2.86M +$21.2K +95 +0.7%
MFG
169
Magnus Financial Group
New York
$2.86M +$86.6K +388 +3%
SI
170
Stephens Inc
Arkansas
$2.85M -$148K -662 -5%
FLI
171
Family Legacy Inc
South Carolina
$2.83M +$87.7K +393 +3%
GWM
172
Geneos Wealth Management
Colorado
$2.72M -$452K -2,025 -14%
SPIA
173
Steward Partners Investment Advisory
New York
$2.72M +$621K +2,785 +28%
PCM
174
Pennsylvania Capital Management
Pennsylvania
$2.59M -$13.2K -59 -0.5%
BFP
175
Beacon Financial Planning
Massachusetts
$2.57M +$123K +550 +5%

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.