We are live on ! Find out more
SOXX icon

iShares Semiconductor ETF

383 hedge funds and large institutions have $2.79B invested in iShares Semiconductor ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 86

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

2% more funds holding

Funds holding: 376383 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

5% less capital invested

Capital invested by funds: $2.94B → $2.79B (-$144M)

13.83% less ownership

Funds ownership: 132.13%118.3% (-14%)

52% less call options, than puts

Call options by funds: $198M | Put options by funds: $416M

Holders
383
Holders Change
+7
Holders Change %
+1.86%
% of All Funds
6.71%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
56
Increased
159
Reduced
86
Closed
42
Calls
$198M
Puts
$416M
Net Calls
-$218M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$197K +$34.2K +225 +20%
IBOK
302
Independence Bank of Kentucky
Kentucky
$197K +$38.8K +255 +24%
BWA
303
BDO Wealth Advisors
Florida
$196K
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$195K +$22.8K +150 +13%
GKWIM
305
Gerber Kawasaki Wealth & Investment Management
California
$186K -$3.31M -21,768 -98%
MSFP
306
Mark Sheptoff Financial Planning
Connecticut
$178K
AAP
307
Arax Advisory Partners
Colorado
$177K
FRA
308
Front Row Advisors
California
$177K +$11.4K +75 +7%
MHR
309
Matthew Hamilton Rosenberg
$161K
HR
310
Howe & Rusling
New York
$157K +$15.5K +102 +11%
BAM
311
Belpointe Asset Management
Nevada
$155K +$456 +3 +0.3%
AWM
312
Accel Wealth Management
Iowa
$131K
CCM
313
Covington Capital Management
California
$130K -$2.28K -15 -2%
AF
314
Advisornet Financial
Minnesota
$106K +$75.7K +498 +231%
AssetMark Inc
315
AssetMark Inc
California
$103K +$79.3K +522 +311%
HPC
316
HM Payson & Co
Maine
$101K
FFA
317
Founders Financial Alliance
North Carolina
$100K +$5.02K +33 +5%
DSC
318
Duncker Streett & Co
Missouri
$89K -$57K -375 -38%
OC
319
Oakworth Capital
Alabama
$89K
CAGAS
320
Capital Advisory Group Advisory Services
Minnesota
$87K -$1.08M -7,098 -92%
AIC
321
Archer Investment Corporation
Indiana
$80.7K
RE
322
RBC Europe
United Kingdom
$80.3K
RG
323
Retirement Group
California
$80K
BEI
324
Benjamin Edwards Inc
Missouri
$74K -$1.37K -9 -2%
SSB
325
Sandy Spring Bank
Maryland
$74K

SOXX Hedge Fund Activity: Q3 2021 in Review

383 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Semiconductor ETF (SOXX) for Q3 2021, worth a combined $2.79B — down 4.9% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SOXX positions and 42 closed out — a net gain of 14 holders — while 159 added to existing stakes and 86 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $65.1M. The largest seller was BlackRock, exiting entirely with an estimated $74.1M sold.

  • 383 institutional investors held iShares Semiconductor ETF (SOXX) as of Q3 2021, up from 376 in Q2 2021.
  • Funds reported $2.79B of iShares Semiconductor ETF stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 56 funds opened new iShares Semiconductor ETF positions in Q3 2021 and 42 closed out, a net change of +14 holders.
  • The largest iShares Semiconductor ETF buyer in Q3 2021 was Advisors Preferred, an estimated $65.1M added.
  • The largest iShares Semiconductor ETF seller in Q3 2021 was BlackRock, an estimated $74.1M sold.

Based on aggregated 13F filings for Q3 2021.