IFG Advisory LLC Buys 3,509 Shares of VanEck Semiconductor ETF $SMH

IFG Advisory LLC increased its stake in VanEck Semiconductor ETF (NASDAQ:SMH) by 57.5% during the fourth quarter, HoldingsChannel reports. The firm owned 9,613 shares of the company’s stock after acquiring 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 filing with the Securities and Exchange Commission.

A number of other hedge funds also recently modified their holdings of SMH. AQR Capital Management LLC lifted its stake in shares of VanEck Semiconductor ETF by 4.8% during the 1st quarter. AQR Capital Management LLC now owns 2,381 shares of the company’s stock valued at $504,000 after buying an additional 109 shares in the last quarter. Empowered Funds LLC lifted its stake in shares of VanEck Semiconductor ETF by 32.5% during the 1st quarter. Empowered Funds LLC now owns 11,789 shares of the company’s stock valued at $2,493,000 after buying an additional 2,890 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in VanEck Semiconductor ETF by 28.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 477 shares of the company’s stock valued at $133,000 after acquiring an additional 106 shares during the period. First Trust Advisors LP bought a new stake in VanEck Semiconductor ETF during the 2nd quarter valued at $370,000. Finally, Gamco Investors INC. ET AL bought a new stake in VanEck Semiconductor ETF during the 2nd quarter valued at $1,116,000.

Key Headlines Impacting 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

VanEck Semiconductor ETF Price Performance

Shares of SMH stock opened at $599.83 on Friday. The company’s fifty day simple moving average is $479.67 and its two-hundred day simple moving average is $415.15. VanEck Semiconductor ETF has a 1 year low of $235.37 and a 1 year high of $612.30. The stock has a market capitalization of $69.69 billion, a price-to-earnings ratio of 34.83 and a beta of 1.70.

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.