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iShares Semiconductor ETF
SOXX

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares Semiconductor ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 141 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+43
Holders Change %
+9.37%
% of All Funds
8.03%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
111
Increased
141
Reduced
160
Closed
54
Calls
$416M
Puts
$578M
Net Calls
-$162M
Net Calls Change
-$161M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$229M
2
NAM
Nissay Asset Management
Japan
$40.6M
3
EWA
EP Wealth Advisors
California
$31.5M
4
Wells Fargo
Wells Fargo
California
$118M
5
Morgan Stanley
Morgan Stanley
New York
$334M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$162M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.7M
4
Twin Tree Management
Twin Tree Management
Texas
$8.79M
5
Citigroup
Citigroup
New York
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$494K +$260K +1,911 +111%
GW
252
GW & Wade
Massachusetts
$492K +$11.1K +75 +2%
JPLA
253
Joseph P. Lucia & Associates
New York
$490K -$25.3K -171 -5%
EL
254
Essex LLC
Illinois
$473K – – –
WWM
255
Western Wealth Management
Colorado
$471K +$28.5K +192 +6%
CIC
256
Carnegie Investment Counsel
Ohio
$470K -$44.9K -303 -9%
RFN
257
RDA Financial Network
Iowa
$466K – – –
FAG
258
Fortitude Advisory Group
Washington
$461K – – –
FHA
259
Flagship Harbor Advisors
Massachusetts
$457K -$3.56K -24 -0.8%
CW
260
CreativeOne Wealth
Kansas
$455K -$23.1K -156 -5%
ET
261
Equitable Trust
Tennessee
$452K – – –
I2I
262
Insight 2811 Inc
Illinois
$452K -$81.4K -549 -15%
KCM
263
Kathmere Capital Management
Pennsylvania
$445K – – –
AFO
264
Allie Family Office
Florida
$439K – – –
VCP
265
Verus Capital Partners
Arizona
$438K – – –
Empower Advisory Group
266
Empower Advisory Group
Colorado
$436K +$436K +2,970 New
PVH
267
Psagot Value Holdings
Israel
$431K -$792K -5,514 -65%
WIM
268
Westside Investment Management
California
$423K -$7.12K -48 -2%
GIA
269
Gladstone Institutional Advisory
Florida
$422K -$200K -1,350 -32%
TC
270
Telemus Capital
Michigan
$419K -$117K -789 -22%
IAS
271
Insigneo Advisory Services
Florida
$419K -$5.76K -39 -1%
ACI
272
Alpha Cubed Investments
California
$415K -$1.19M -8,019 -74%
PWAC
273
Private Wealth Advisors (California)
California
$411K -$18.2K -123 -4%
CCWM
274
Cassaday & Co Wealth Management
Virginia
$406K – – –
OPWM
275
Oxinas Partners Wealth Management
Indiana
$403K +$403K +2,721 New
9 10
11
12 13