We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

376 hedge funds and large institutions have $2.94B invested in iShares Semiconductor ETF in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 138 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 42

12% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 123

3% more funds holding

Funds holding: 366376 (+10)

1% less capital invested

Capital invested by funds: $2.97B → $2.94B (-$29.1M)

5.21% less ownership

Funds ownership: 137.34%132.13% (-5.2%)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

41% less call options, than puts

Call options by funds: $235M | Put options by funds: $401M

Holders
376
Holders Change
+10
Holders Change %
+2.73%
% of All Funds
6.54%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.26%
New
57
Increased
138
Reduced
123
Closed
42
Calls
$235M
Puts
$401M
Net Calls
-$166M
Net Calls Change
-$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
251
Cerity Partners OCIO
New York
$333K -$113K -792 -26%
APA
252
American Portfolios Advisors
New York
$329K +$15.5K +108 +5%
AIC
253
Ameritas Investment Company
Nebraska
$328K +$106K +744 +340%
BHWM
254
Bay Harbor Wealth Management
Maryland
$322K
MSR
255
Main Street Research
Connecticut
$322K +$305K +2,130 New
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$321K +$88.4K +618 +41%
RCM
257
RB Capital Management
Nevada
$311K +$23.6K +165 +9%
PCM
258
Princeton Capital Management
New Jersey
$303K -$65.2K -456 -19%
MOS
259
MGO One Seven
Ohio
$299K +$40.4K +282 +17%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$296K +$153K +1,068 +120%
CMO
261
Covenant Multifamily Offices
Texas
$296K +$280K +1,956 New
SG
262
StoneX Group
New York
$294K -$65.2K -456 -19%
BA
263
Bristlecone Advisors
Washington
$291K
CHC
264
City Holding Co
West Virginia
$291K +$275K +1,920 New
GW
265
GW & Wade
Massachusetts
$287K +$15K +105 +6%
CIC
266
Carnegie Investment Counsel
Ohio
$278K
PMG
267
ProVise Management Group
Florida
$276K -$81.1K -567 -24%
HH
268
Hilltop Holdings
Texas
$276K
DA
269
DCM Advisors
New York
$273K -$3K -21 -1%
EWM
270
Executive Wealth Management
Michigan
$272K +$6.87K +48 +3%
IWP
271
Icon Wealth Partners
Texas
$257K -$16.7K -117 -6%
HWMA
272
Heritage Wealth Management (Arizona)
Arizona
$255K -$9.01K -63 -4%
CGA
273
Crescent Grove Advisors
Illinois
$255K -$4.29K -30 -2%
JIC
274
Johnson Investment Counsel
Ohio
$252K
Franklin Resources
275
Franklin Resources
California
$249K

SOXX Hedge Fund Activity: Q2 2021 in Review

376 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q2 2021, worth a combined $2.94B — down 0.98% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SOXX positions and 42 closed out — a net gain of 15 holders — while 138 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $87.3M. The largest seller was Morgan Stanley, cutting an estimated $144M.

  • 376 institutional investors held iShares Semiconductor ETF (SOXX) as of Q2 2021, up from 366 in Q1 2021.
  • Funds reported $2.94B of iShares Semiconductor ETF stock for Q2 2021, down 0.98% quarter-over-quarter.
  • 57 funds opened new iShares Semiconductor ETF positions in Q2 2021 and 42 closed out, a net change of +15 holders.
  • The largest iShares Semiconductor ETF buyer in Q2 2021 was Bank of America, an estimated $87.3M added.
  • The largest iShares Semiconductor ETF seller in Q2 2021 was Morgan Stanley, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2021.