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iShares Semiconductor ETF

737 hedge funds and large institutions have $6.57B invested in iShares Semiconductor ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 303 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 56

49% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 203

15% more capital invested

Capital invested by funds: $5.71B → $6.57B (+$855M)

7% more funds holding

Funds holding: 690737 (+47)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

0.84% less ownership

Funds ownership: 45.07%44.23% (-0.84%)

50% less call options, than puts

Call options by funds: $445M | Put options by funds: $896M

Holders
737
Holders Change
+47
Holders Change %
+6.81%
% of All Funds
10.64%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
114
Increased
303
Reduced
203
Closed
56
Calls
$445M
Puts
$896M
Net Calls
-$451M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$640M +$146M +639,469 +33%
Bank of America
2
Bank of America
North Carolina
$609M +$26.6M +116,290 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$496M +$405M +1,770,000 +738%
Morgan Stanley
4
Morgan Stanley
New York
$447M +$26.5M +115,676 +7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$346M +$5.86M +25,596 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$301M -$202M -884,272 -42%
UBS Group
7
UBS Group
Switzerland
$258M +$23.3M +101,619 +11%
Wells Fargo
8
Wells Fargo
California
$253M +$4.19M +18,312 +2%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$245M -$99.7M -435,701 -31%
LPL Financial
10
LPL Financial
California
$192M +$11.3M +49,227 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$96.3M +$11.2K +49 +0%
Barclays
12
Barclays
United Kingdom
$84.6M +$53.1M +232,141 +210%
Ameriprise
13
Ameriprise
Minnesota
$77.4M +$4.33M +18,912 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$64.6M -$175K -766 -0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$61.9M -$7.13M -31,168 -11%
MASUI
16
MIRAE ASSET SECURITIES (USA) INC.
New York
$61.7M +$57.2M +250,000 New
DCM
17
Donaldson Capital Management
Indiana
$61.5M +$559K +2,442 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$59.5M -$852K -3,721 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$57.5M +$3.57M +15,585 +7%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$56.2M +$9.72M +42,483 +23%
MML Investors Services
21
MML Investors Services
Massachusetts
$50.8M +$2.34M +10,205 +5%
Citigroup
22
Citigroup
New York
$49.8M -$159M -692,781 -77%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$48M -$2.06M -9,000 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$43.9M +$7.07M +30,899 +21%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$43.6M +$4.32M +18,872 +12%

SOXX Hedge Fund Activity: Q2 2024 in Review

737 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q2 2024, worth a combined $6.57B — up 15% from $5.71B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SOXX positions and 56 closed out — a net gain of 58 holders — while 303 added to existing stakes and 203 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $405M. The largest seller was JP Morgan Chase, cutting an estimated $202M.

  • 737 institutional investors held iShares Semiconductor ETF (SOXX) as of Q2 2024, up from 690 in Q1 2024.
  • Funds reported $6.57B of iShares Semiconductor ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 114 funds opened new iShares Semiconductor ETF positions in Q2 2024 and 56 closed out, a net change of +58 holders.
  • The largest iShares Semiconductor ETF buyer in Q2 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $405M added.
  • The largest iShares Semiconductor ETF seller in Q2 2024 was JP Morgan Chase, an estimated $202M sold.

Based on aggregated 13F filings for Q2 2024.