Wealthfront Advisers LLC raised its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 4.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 98,371 shares of the company’s stock after purchasing an additional 4,567 shares during the quarter. Wealthfront Advisers LLC owned 0.08% of VanEck Semiconductor ETF worth $37,715,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of the stock. Bank of America Corp DE raised its holdings in VanEck Semiconductor ETF by 170.8% during the fourth quarter. Bank of America Corp DE now owns 12,174,182 shares of the company’s stock worth $4,384,288,000 after purchasing an additional 7,678,318 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. increased its position in VanEck Semiconductor ETF by 158.7% during the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,897 shares of the company’s stock worth $431,759,000 after purchasing an additional 735,425 shares during the period. Focus Partners Wealth grew its stake in shares of VanEck Semiconductor ETF by 906.5% during the 4th quarter. Focus Partners Wealth now owns 745,768 shares of the company’s stock worth $268,562,000 after purchasing an additional 671,673 shares during the period. Baker Avenue Asset Management LP grew its stake in shares of VanEck Semiconductor ETF by 100.3% during the 4th quarter. Baker Avenue Asset Management LP now owns 1,011 shares of the company’s stock worth $364,000 after purchasing an additional 349,979 shares during the period. Finally, RiverFront Investment Group LLC increased its holdings in shares of VanEck Semiconductor ETF by 249.6% in the 4th quarter. RiverFront Investment Group LLC now owns 399,345 shares of the company’s stock valued at $143,816,000 after purchasing an additional 285,117 shares in the last quarter.
Key Headlines Impacting VanEck Semiconductor ETF
Here are the key news stories impacting VanEck Semiconductor ETF this week:
- Positive Sentiment: ASML’s stronger-than-expected outlook is helping lift semiconductor names, reinforcing demand expectations across the chip supply chain and supporting SMH. Chip stocks rise on ASML earnings despite U.S. strikes on Iran
- Positive Sentiment: Ongoing AI infrastructure spending is still favoring chipmakers, with investors viewing semiconductor ETFs like SMH as a direct way to play the buildout. Is Massive AI Spending Favoring Chip ETFs More Than Big Tech?
- Positive Sentiment: Reports that the Trump administration is pushing for more memory-chip manufacturing in the U.S. could benefit semiconductor supply-chain names held in SMH. The Trump Administration Presses for More Memory Plants in America: These 3 Stocks Could Be Winners
- Neutral Sentiment: Tech stocks are broadly supportive of the market open, which is helping semiconductor sentiment but does not specifically change the ETF’s fundamentals. Tech Shares Lift Wall Street Pre-Bell; Asia Up, Europe Lower
- Neutral Sentiment: Several articles frame SMH as a strong thematic ETF, but these are mostly commentary and product explainers rather than new catalysts. Should You Invest in the VanEck Semiconductor ETF (SMH)?
- Negative Sentiment: Bank of America calling long semiconductors the “most crowded trade ever” suggests the sector may be vulnerable to a pullback if momentum cools or positioning unwinds. Bank of America Says Long Semiconductors is the “Most Crowded Trade Ever”
- Negative Sentiment: Headlines warning about the end of the AI trade and pressure points in leveraged semiconductor ETFs point to rising risk appetite concerns for the broader chip rally. How to Profit from the End of the AI Trade
VanEck Semiconductor ETF Trading Down 1.6%
About VanEck Semiconductor ETF
The VanEck Semiconductor ETF (SMH) is an exchange-traded fund that is based on the MVIS US Listed Semiconductor 25 index, a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. SMH was launched on May 5, 2000 and is managed by VanEck.
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