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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 %
DIP
301
Davis Investment Partners
North Carolina
$445K – – –
TC
302
Telemus Capital
Michigan
$442K -$36K -213 -8%
KP
303
Keel Point
Alabama
$439K +$22.3K +132 +5%
GVAG
304
Great Valley Advisor Group
Delaware
$429K +$38.5K +228 +10%
EL
305
Essex LLC
Illinois
$426K -$264K -1,563 -38%
SFM
306
Signet Financial Management
New Jersey
$425K +$2.03K +12 +0.5%
CPC
307
Cookson Peirce & Co
Pennsylvania
$425K +$2.03K +12 +0.5%
PIMG
308
Patriot Investment Management Group
Tennessee
$413K -$27.9K -165 -6%
LPAM
309
Lodestar Private Asset Management
California
$412K – – –
FFP
310
FourThought Financial Partners
Florida
$408K -$18.3K -108 -4%
Nomura Asset Management
311
Nomura Asset Management
Japan
$406K – – –
BIP
312
Blueprint Investment Partners
North Carolina
$404K +$404K +2,391 New
AWA
313
Arkadios Wealth Advisors
Georgia
$404K +$79.6K +471 +25%
Brown Advisory
314
Brown Advisory
Maryland
$396K -$13.2K -78 -3%
ML
315
McAdam LLC
Pennsylvania
$395K +$58.8K +348 +18%
PVI
316
Pine Valley Investments
New Jersey
$393K – – –
CIA
317
Choate Investment Advisors
Massachusetts
$388K +$10.1K +60 +3%
SSWG
318
Seven Springs Wealth Group
Tennessee
$382K -$540K -3,192 -59%
DIM
319
Delta Investment Management
California
$378K +$24.9K +147 +7%
SW
320
SVB Wealth
Massachusetts
$374K +$24.9K +147 +7%
I2I
321
Insight 2811 Inc
Illinois
$370K -$146K -861 -28%
GAA
322
Global Assets Advisory
Florida
$367K +$3.55K +21 +1%
SWA
323
SOA Wealth Advisors
New York
$365K +$507 +3 +0.1%
RG
324
Retirement Group
California
$362K +$184K +1,089 +103%
AC
325
Apella Capital
Connecticut
$360K +$360K +2,133 New
11 12
13
14 15