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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 %
Walleye Capital
251
Walleye Capital
New York
$687K +$687K +4,065 New
PA
252
PSI Advisors
Florida
$685K -$15.2K -90 -2%
DJYG
253
David J. Yvars Group
Florida
$671K +$671K +3,966 New
TC
254
TownSquare Capital
Utah
$668K +$325K +1,920 +94%
MMG
255
Monetary Management Group
Missouri
$662K – – –
FCC
256
Florin Court Capital
United Kingdom
$659K +$659K +3,900 New
BCP
257
Blue Chip Partners
Michigan
$657K +$1.02K +6 +0.2%
EWA
258
Exencial Wealth Advisors
Oklahoma
$656K -$267K -1,581 -29%
EWM
259
Empirical Wealth Management
Washington
$653K +$653K +3,861 New
BFA
260
Beacon Financial Advisory
Ohio
$652K +$1.01K +6 +0.2%
IF
261
Ironwood Financial
Arizona
$649K – – –
AWM
262
Axxcess Wealth Management
California
$649K -$159K -939 -20%
AWM
263
Apollon Wealth Management
South Carolina
$631K +$631K +3,735 New
BCM
264
Brookstone Capital Management
Illinois
$622K +$375K +2,274 +152%
IBOK
265
Independence Bank of Kentucky
Kentucky
$615K -$2.54K -15 -0.4%
RWS
266
Resolute Wealth Strategies
Mississippi
$608K +$1.01K +6 +0.2%
GIA
267
Gladstone Institutional Advisory
Florida
$606K +$124K +735 +26%
QFA
268
Quattro Financial Advisors
Texas
$605K -$26.4K -156 -4%
CA
269
Continuum Advisory
Idaho
$574K -$311K -1,839 -35%
ACP
270
Aveo Capital Partners
Colorado
$573K -$4.27M -25,269 -88%
ET
271
Equitable Trust
Tennessee
$568K +$52.2K +309 +10%
AFG
272
Albion Financial Group
Utah
$565K +$564K +3,336 +111,200%
AA
273
Advisory Alpha
Michigan
$559K +$280K +1,653 +100%
JPLA
274
Joseph P. Lucia & Associates
New York
$555K -$3.55K -21 -0.6%
IP
275
Ignite Planners
California
$542K -$110K -669 -17%
9 10
11
12 13