IFG Advisory LLC Has $3.46 Million Stake in VanEck Semiconductor ETF $SMH

IFG Advisory LLC raised its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH) by 57.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 9,613 shares of the company’s stock after purchasing an additional 3,509 shares during the period. IFG Advisory LLC’s holdings in VanEck Semiconductor ETF were worth $3,462,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in SMH. Flagstar Advisors Inc. boosted its stake in shares of VanEck Semiconductor ETF by 68.2% in the 4th quarter. Flagstar Advisors Inc. now owns 5,910 shares of the company’s stock worth $2,128,000 after buying an additional 2,396 shares during the last quarter. Bright Futures Wealth Management LLC. purchased a new position in shares of VanEck Semiconductor ETF in the 3rd quarter worth approximately $1,934,000. Mezzasalma Advisors LLC boosted its stake in shares of VanEck Semiconductor ETF by 67.9% in the 4th quarter. Mezzasalma Advisors LLC now owns 15,159 shares of the company’s stock worth $5,459,000 after buying an additional 6,130 shares during the last quarter. Assetmark Inc. raised its holdings in shares of VanEck Semiconductor ETF by 24.9% in the 4th quarter. Assetmark Inc. now owns 62,474 shares of the company’s stock worth $22,499,000 after purchasing an additional 12,467 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of VanEck Semiconductor ETF by 58.4% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 32,481 shares of the company’s stock worth $11,697,000 after purchasing an additional 11,973 shares during the period.

VanEck Semiconductor ETF Trading Up 0.7%

NASDAQ:SMH opened at $599.83 on Friday. The stock has a market capitalization of $69.69 billion, a PE ratio of 34.83 and a beta of 1.70. The firm’s 50 day moving average is $479.67 and its 200 day moving average is $415.15. VanEck Semiconductor ETF has a 12 month low of $235.37 and a 12 month high of $612.30.

Trending Headlines about VanEck Semiconductor ETF

Here are the key news stories impacting VanEck Semiconductor ETF this week:

• Positive Sentiment: Applied Materials’ CEO said semiconductors are in their strongest period ever, citing AI-driven demand and long-term growth for chip equipment and the broader semiconductor industry. Article Title
• Positive Sentiment: Market commentary continues to frame chips as one of the biggest winners from the AI spending boom, with articles highlighting strong demand across the semiconductor supply chain and the “Magnificent Semis” theme. Article Title
• Positive Sentiment: Investor attention on semiconductor ETFs remains elevated, with SMH vs. SOXX among the most-compared ETF matchups, suggesting continued capital-rotation interest into chip funds. Article Title
• Positive Sentiment: AI memory shortages are still intensifying, with stacked DRAM and high-bandwidth memory supply expected to remain tight well into 2027, which supports demand for semiconductor makers tied to AI infrastructure. Article Title
• Neutral Sentiment: Broader market strength and Nasdaq gains on easing geopolitical fears also provided a constructive backdrop for technology stocks, including semiconductor shares. Article Title
• Neutral Sentiment: Huawei’s push to improve chip performance through speed rather than smaller transistors may help China work around U.S. sanctions, but the long-term competitive impact on global chip ETFs is still unclear. Article Title
• Negative Sentiment: Recent commentary has also noted how far the chip rally has already run, which may raise valuation concerns even as fundamentals remain strong. Article Title

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.