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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
Bank of America
1
Bank of America
North Carolina
$532M +$21.5M +103,514 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$476M +$33.1M +159,443 +8%
Goldman Sachs
3
Goldman Sachs
New York
$441M +$283M +1,360,689 +229%
Morgan Stanley
4
Morgan Stanley
New York
$383M -$299M -1,438,365 -46%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$323M +$4.61M +22,190 +2%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$322M +$101M +484,598 +51%
Wells Fargo
7
Wells Fargo
California
$228M +$60.5M +290,803 +41%
UBS Group
8
UBS Group
Switzerland
$214M +$38.8M +186,513 +25%
Citigroup
9
Citigroup
New York
$202M +$130M +625,883 +233%
LPL Financial
10
LPL Financial
California
$164M +$24.5M +117,891 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$88.2M +$7.95M +38,261 +11%
Ameriprise
12
Ameriprise
Minnesota
$66.6M +$9.49M +45,669 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$63.7M -$6.57M -31,610 -10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$59.4M +$9.99M +48,070 +22%
DCM
15
Donaldson Capital Management
Indiana
$55.7M +$44.3M +213,212 +636%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$55.3M +$15.1M +72,461 +42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$54.2M
Twin Tree Management
18
Twin Tree Management
Texas
$50.2M +$46M +221,211 +19,103%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$49.2M +$7.38M +35,479 +19%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$46M +$42.3M +203,500 New
GAMH
21
Greenwoods Asset Management (HK)
Hong Kong
$45.7M +$42.1M +202,260 New
MML Investors Services
22
MML Investors Services
Massachusetts
$44.3M +$3.3M +15,888 +9%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$41.9M +$4.67M +22,482 +14%
HighTower Advisors
24
HighTower Advisors
Illinois
$38.2M -$713K -3,431 -2%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$37.9M +$6.25M +30,056 +22%

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.