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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
PCA
176
Prosperity Capital Advisors
Ohio
$2.41M -$64.2K -309 -3%
AFP
177
Ausdal Financial Partners
Iowa
$2.4M +$22.2K +107 +1%
JWM
178
JPL Wealth Management
Colorado
$2.39M +$351K +1,686 +19%
FIM
179
Freedom Investment Management
Connecticut
$2.38M -$2.11M -10,147 -49%
AI
180
Atria Investments
North Carolina
$2.37M +$137K +660 +7%
MS
181
Maven Securities
Jersey
$2.37M +$1.08M +5,183 +98%
PAS
182
Park Avenue Securities
New York
$2.34M +$1.78M +8,546 +471%
NAM
183
Nissay Asset Management
Japan
$2.31M +$2.12M +10,220 New
PCA
184
Pallas Capital Advisors
Massachusetts
$2.29M -$77.8K -374 -4%
JWCA
185
J.W. Cole Advisors
Florida
$2.25M +$388K +1,867 +23%
MMA
186
Miracle Mile Advisors
California
$2.25M -$55.5K -267 -3%
USCWA
187
U.S. Capital Wealth Advisors
Texas
$2.24M -$3.31M -15,906 -62%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$2.24M +$198K +950 +11%
FFBTD
189
First Financial Bank - Trust Division
Ohio
$2.19M -$541K -2,604 -21%
EWA
190
EP Wealth Advisors
California
$2.17M +$79.4K +382 +4%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$2.15M +$832K +4,001 +69%
CCM
192
Condor Capital Management
New Jersey
$2.15M -$4.57K -22 -0.2%
TI
193
Tidal Investments
Wisconsin
$2.15M +$97.3K +468 +5%
FLI
194
Family Legacy Inc
South Carolina
$2.14M +$174K +836 +10%
GAA
195
Global Assets Advisory
Florida
$2.08M +$98.8M +475,321 New
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$2.05M +$526K +2,531 +39%
MFG
197
Merit Financial Group
Georgia
$2.04M +$1.96M +9,427 New
AWM
198
Avior Wealth Management
Nebraska
$2.01M +$472K +2,271 +34%
TFCP
199
Twin Focus Capital Partners
Massachusetts
$1.96M
BCV
200
Banque Cantonale Vaudoise
Switzerland
$1.95M -$974K -4,687 -35%

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.