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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
AIM
151
Anchor Investment Management
South Carolina
$1.14M +$165K +1,152 +18%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$1.13M -$871K -6,090 -45%
WDL
153
Well Done LLC
Michigan
$1.12M -$1.42M -9,954 -57%
SAS
154
Stelac Advisory Services
New York
$1.11M +$401K +2,805 +62%
LWAC
155
Laurel Wealth Advisors (California)
California
$1.1M -$91K -636 -8%
Wolverine Trading
156
Wolverine Trading
Illinois
$1.06M +$4.29K +30 +0.4%
US Bancorp
157
US Bancorp
Minnesota
$1.03M +$255K +1,779 +35%
NF
158
Nikulski Financial
Iowa
$989K -$38.6K -270 -4%
CPC
159
Cookson Peirce & Co
Pennsylvania
$985K +$3.43K +24 +0.4%
ECM
160
ExodusPoint Capital Management
New York
$983K +$929K +6,492 New
SC
161
Scotia Capital
Ontario, Canada
$970K +$97.4K +681 +12%
WCM
162
Washburn Capital Management
Florida
$961K +$21.5K +150 +2%
JWS
163
Juncture Wealth Strategies
Arizona
$946K -$27.5K -192 -3%
IWC
164
Integrated Wealth Concepts
Massachusetts
$927K +$122K +855 +16%
SWP
165
Stratos Wealth Partners
Ohio
$914K +$117K +819 +16%
EWA
166
EP Wealth Advisors
California
$888K -$27.9K -195 -3%
GWM
167
Geneos Wealth Management
Colorado
$866K -$254K -1,776 -24%
LNC
168
Lincoln National Corp
Pennsylvania
$845K +$80.3K +561 +11%
SIG
169
Sargent Investment Group
Maryland
$840K
SSWG
170
Seven Springs Wealth Group
Tennessee
$825K
AWA
171
Arkadios Wealth Advisors
Georgia
$807K +$733K +5,121 +2,439%
AC
172
Avestar Capital
New York
$789K +$109K +762 +17%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$785K -$24.9K -174 -3%
I2I
174
Insight 2811 Inc
Illinois
$782K +$309K +2,163 +72%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$781K -$18K -126 -2%

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.