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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 %
DC
301
Davenport & Co
Virginia
$326K +$326K +2,202 New
SFI
302
SPC Financial Inc
Maryland
$323K +$30.2K +204 +10%
SWA
303
SOA Wealth Advisors
New York
$320K +$16.9K +114 +6%
PVI
304
Pine Valley Investments
New Jersey
$317K +$317K +2,322 New
CF
305
Centaurus Financial
California
$313K +$131K +885 +72%
HWM
306
HB Wealth Management
Georgia
$311K – – –
NL
307
NWAM LLC
Washington
$310K -$29.8K -201 -9%
DIM
308
Delta Investment Management
California
$309K +$445 +3 +0.1%
BHWM
309
Bay Harbor Wealth Management
Maryland
$309K – – –
MSAM
310
Moloney Securities Asset Management
Missouri
$308K +$10.2K +69 +3%
SXL
311
Summit X LLC
Missouri
$307K -$33.8K -228 -10%
SW
312
SVB Wealth
Massachusetts
$306K -$109K -735 -26%
GAA
313
Global Assets Advisory
Florida
$304K – – –
TC
314
TownSquare Capital
Utah
$302K -$141K -948 -32%
AF
315
Apexium Financial
Texas
$297K – – –
AI
316
Atom Investors
Texas
$296K +$296K +1,998 New
W
317
WealthOne
New York
$295K -$83.6K -564 -22%
ML
318
McAdam LLC
Pennsylvania
$294K +$294K +1,986 New
RW
319
REDW Wealth
New Mexico
$293K -$8.89K -60 -3%
CMANY
320
Capital Management Associates (New York)
New York
$293K -$403K -2,718 -58%
RIA
321
Regal Investment Advisors
Michigan
$287K -$142K -960 -33%
RCM
322
RB Capital Management
Nevada
$286K -$44K -297 -13%
AWA
323
Arkadios Wealth Advisors
Georgia
$285K -$18.2K -123 -6%
NWMG
324
National Wealth Management Group
Ohio
$281K +$4.11K +30 +1%
NFC
325
Northeast Financial Consultants
Connecticut
$276K -$109K -738 -28%
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