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iShares Semiconductor ETF
SOXX

Overview Fund Activity

521 hedge funds and large institutions have $3.23B invested in iShares Semiconductor ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 170 increasing their positions, 175 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+19
Holders Change %
+3.78%
% of All Funds
8.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
80
Increased
170
Reduced
175
Closed
57
Calls
$525M
Puts
$549M
Net Calls
-$23.6M
Net Calls Change
+$139M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$256M
3
Bank of America
3
Bank of America
North Carolina
$353M
4
SFI
4
SPC Financial Inc
Maryland
$19.7M
5
HF
5
HRT Financial
New York
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$285M
2
MCC
2
Money Concepts Capital
Florida
$1.62M
3
AssetMark Inc
3
AssetMark Inc
California
$68.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$124M
5
EWA
5
EP Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
226
Wolverine Trading
Illinois
$861K +$861K +5,172 New
CAG
227
Csenge Advisory Group
Florida
$843K -$1.43M -8,457 -63%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$835K +$35.5K +210 +4%
JWS
229
Juncture Wealth Strategies
Arizona
$802K +$62.9K +372 +9%
BCA
230
Bay Colony Advisors
Massachusetts
$801K +$2.03K +12 +0.3%
CAM
231
Cresset Asset Management
Illinois
$786K +$786K +4,647 New
PWM
232
Perigon Wealth Management
California
$786K +$544K +3,219 +225%
DC
233
Davenport & Co
Virginia
$778K +$405K +2,397 +109%
CIAS
234
Capital Investment Advisory Services
North Carolina
$777K -$38K -225 -5%
BW
235
Bison Wealth
Georgia
$771K +$771K +4,560 New
MFG
236
Merit Financial Group
Georgia
$767K +$22.8K +135 +3%
BFA
237
Beaumont Financial Advisors
Massachusetts
$762K -$139K -825 -15%
CCA
238
Column Capital Advisors
Indiana
$761K – – –
SF
239
Synovus Financial
Georgia
$760K +$3.05K +18 +0.4%
TCM
240
Telos Capital Management
California
$756K +$27.4K +162 +4%
VFA
241
Valeo Financial Advisors
Indiana
$735K +$42.1K +249 +6%
BRWA
242
B. Riley Wealth Advisors
Florida
$733K -$238K -1,410 -25%
PWP
243
Principle Wealth Partners
Connecticut
$711K +$117K +693 +20%
OMC
244
Oasis Management Company
Cayman Islands
$710K +$710K +4,200 New
JWCA
245
J.W. Cole Advisors
Florida
$707K -$21.8K -129 -3%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$705K – – –
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$703K -$124K -810 -15%
KFGK
248
Keystone Financial Group (Kentucky)
Kentucky
$701K +$701K +4,143 New
SWA
249
Stratos Wealth Advisors
Ohio
$693K +$109K +645 +19%
CWM
250
Connecticut Wealth Management
Connecticut
$688K +$5.07K +30 +0.7%
8 9
10
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