VanEck Semiconductor ETF $SMH Stake Raised by Y.D. More Investments Ltd

Y.D. More Investments Ltd lifted its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH) by 78.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,446 shares of the company’s stock after buying an additional 15,633 shares during the period. VanEck Semiconductor ETF makes up about 0.5% of Y.D. More Investments Ltd’s investment portfolio, making the stock its 29th largest holding. Y.D. More Investments Ltd’s holdings in VanEck Semiconductor ETF were worth $13,589,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in SMH. WealthCollab LLC acquired a new stake in VanEck Semiconductor ETF in the 4th quarter valued at approximately $28,000. Investment Counsel Co. of Nevada bought a new stake in VanEck Semiconductor ETF during the 4th quarter valued at $35,000. Core Wealth Advisors LLC acquired a new position in VanEck Semiconductor ETF during the 4th quarter worth $36,000. Jessup Wealth Management Inc acquired a new position in VanEck Semiconductor ETF during the 4th quarter worth $40,000. Finally, CENTRAL TRUST Co grew its stake in shares of VanEck Semiconductor ETF by 66.7% in the fourth quarter. CENTRAL TRUST Co now owns 120 shares of the company’s stock worth $43,000 after purchasing an additional 48 shares in the last quarter.

Key Stories Impacting VanEck Semiconductor ETF

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

• Positive Sentiment: Multiple pieces argue that semiconductors remain one of the strongest themes in tech, with AI build-out and chip demand supporting the sector’s outlook. Best 3 Tech ETF Picks for the 2nd Half of 2026
• Positive Sentiment: Commentary notes that NVIDIA’s valuation has fallen to multi-year lows even as AI growth remains strong, which can be read as supportive for semiconductor exposure overall, including SMH. The Zacks Analyst Blog Highlights NVDA, AMD, INTC, SMHX, GXPT, SMH and SHOC
• Positive Sentiment: Coverage comparing SMH with other chip ETFs underscores that SMH is tilted toward the largest AI chip companies, which may help it benefit if mega-cap semiconductors keep leading the market. XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
• Neutral Sentiment: Another article says an “overlooked” chip ETF has been beating the biggest AI names, which is more of a competitive comparison than a direct negative for SMH. Overlooked chip ETF is beating biggest AI names
• Neutral Sentiment: Short-interest data showed essentially no meaningful short activity, which does not suggest a strong bearish signal for the ETF.

VanEck Semiconductor ETF Stock Performance

Shares of SMH opened at $611.03 on Monday. The firm has a market capitalization of $73.41 billion, a price-to-earnings ratio of 34.83 and a beta of 1.71. VanEck Semiconductor ETF has a one year low of $279.19 and a one year high of $671.83. The stock’s fifty day moving average is $595.92 and its 200-day moving average is $472.90.

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.