We are live on ! Find out more
SOXX icon

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
SFPG
201
Stonebridge Financial Planning Group
Florida
$1.95M -$49.9K -240 -3%
YDMI
202
Y.D. More Investments
Israel
$1.93M +$32.4K +156 +2%
SI
203
Stephens Inc
Arkansas
$1.93M +$16.6K +80 +0.9%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$1.9M +$487K +2,341 +39%
BCM
205
Brookstone Capital Management
Illinois
$1.86M +$332K +1,599 +24%
SS
206
Sunbelt Securities
Texas
$1.85M -$37.6K -181 -2%
EFS
207
Essex Financial Services
Connecticut
$1.85M +$104K +501 +7%
FAM
208
Forte Asset Management
New York
$1.8M -$108K -519 -6%
RT
209
Rockland Trust
Massachusetts
$1.79M -$438K -2,106 -21%
CHC
210
City Holding Co
West Virginia
$1.79M -$400K -1,926 -20%
QT
211
Quantbot Technologies
New York
$1.78M -$840K -4,042 -34%
RBFC
212
Roman Butler Fullerton & Co
Missouri
$1.75M -$286K -1,377 -14%
AR
213
Apeiron RIA
Texas
$1.74M -$26.6K -128 -2%
CFD
214
Creative Financial Designs
Indiana
$1.73M +$469K +2,258 +42%
MC
215
Mirabaud & Cie
Switzerland
$1.69M
NW
216
NewEdge Wealth
Pennsylvania
$1.68M -$105K -503 -6%
MTC
217
Matrix Trust Company
Colorado
$1.66M +$1.53M +7,341 New
FPAS
218
Focus Partners Advisor Solutions
Missouri
$1.65M -$286K -1,374 -16%
GF
219
Gimbal Financial
Indiana
$1.61M -$820K -3,942 -36%
HAM
220
Harmony Asset Management
Arizona
$1.59M +$342K +1,644 +30%
NF
221
Nikulski Financial
Iowa
$1.55M +$190K +915 +15%
OCBCO
222
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.52M -$5.3M -25,503 -79%
VSI
223
Verde Servicos Internacionais
Brazil
$1.52M +$1.4M +6,730 New
HCM
224
Howard Capital Management
Georgia
$1.51M +$221K +1,061 +19%
MM
225
Main Management
California
$1.49M +$107K +515 +8%

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.