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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$285M
2
MCC
Money Concepts Capital
Florida
$1.62M
3
AssetMark Inc
AssetMark Inc
California
$68.5M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
EWA
EP Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
326
Raymond James Trust
Florida
$357K +$357K +2,109 New
NWMG
327
National Wealth Management Group
Ohio
$356K +$7.66K +45 +2%
RIA
328
Realta Investment Advisors
Delaware
$356K -$17.3K -102 -5%
HWM
329
HB Wealth Management
Georgia
$355K – – –
BHWM
330
Bay Harbor Wealth Management
Maryland
$352K – – –
SXL
331
Summit X LLC
Missouri
$350K – – –
CTFG
332
Capstone Triton Financial Group
Oklahoma
$345K -$39.6K -234 -10%
RIA
333
Regal Investment Advisors
Michigan
$339K +$11.2K +66 +3%
AF
334
Apexium Financial
Texas
$338K – – –
RW
335
REDW Wealth
New Mexico
$335K – – –
CMANY
336
Capital Management Associates (New York)
New York
$334K – – –
MSAM
337
Moloney Securities Asset Management
Missouri
$333K -$18.3K -108 -5%
CWM
338
C2C Wealth Management
Arizona
$327K +$532 +3 +0.2%
PVH
339
Psagot Value Holdings
Israel
$325K -$182K -1,077 -36%
PMG
340
ProVise Management Group
Florida
$325K +$14.2K +84 +5%
SCM
341
Spreng Capital Management
Ohio
$319K +$12.7K +75 +4%
NFC
342
Northeast Financial Consultants
Connecticut
$315K – – –
EWM
343
Executive Wealth Management
Michigan
$314K +$507 +3 +0.2%
BCM
344
Barometer Capital Management
Ontario, Canada
$314K +$314K +1,857 New
BAAM
345
Baker Avenue Asset Management
California
$310K – – –
CCG
346
Chatham Capital Group
Georgia
$307K – – –
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$305K +1,806 New
IWN
348
Independent Wealth Network
Iowa
$305K -$6.6K -39 -2%
GFA
349
Gallagher Fiduciary Advisors
Illinois
$303K +$14.2K +84 +5%
FRA
350
Front Row Advisors
California
$301K – – –
12 13
14
15 16