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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
TCWM
401
Total Clarity Wealth Management
Illinois
-$243K -1,722 Closed
MSFS
402
Main Street Financial Solutions
Pennsylvania
-$234K -1,656 Closed
HB
403
Homrich & Berg
Georgia
-$225K -1,590 Closed
IIA
404
IPG Investment Advisors
California
-$216K -1,527 Closed
CAC
405
Certified Advisory Corp
Florida
-$151K -1,068 Closed
ACM
406
Allred Capital Management
Texas
-$128K -903 Closed
NIC
407
Northwest Investment Counselors
Oregon
-$74K -525 Closed
MF
408
Manchester Financial
California
-$34K -240 Closed
SMG
409
Spectrum Management Group
Indiana
-$23K -162 Closed
HFM
410
Hartford Financial Management
Connecticut
-$21K -150 Closed
RWB
411
RMR Wealth Builders
New Jersey
-$18K -126 Closed
DWMG
412
DB Wealth Management Group
California
-$16K -114 Closed
TWA
413
TCI Wealth Advisors
Arizona
-$16K -114 Closed
GAM
414
Grandview Asset Management
Pennsylvania
-$9K -60 Closed
MWM
415
Mascoma Wealth Management
New Hampshire
-$8K -60 Closed
SWP
416
ShoreHaven Wealth Partners
New Jersey
-$6K -39 Closed
HIA
417
Harbor Investment Advisory
Maryland
-$3K -21 Closed
WBC
418
West Branch Capital
Massachusetts
+$429 +3 New

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.