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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 %
RCM
351
RB Capital Management
Nevada
$298K -$27.9K -165 -9%
KIA
352
KCM Investment Advisors
California
$298K +$8.12K +48 +3%
PCFFS
353
Pacific Center for Financial Services
California
$295K +$77.7K +459 +36%
CCM
354
Coldstream Capital Management
Washington
$290K +$8.12K +48 +3%
ACI
355
Alpha Cubed Investments
California
$289K -$185K -1,092 -39%
BFA
356
Buttonwood Financial Advisors
Maryland
$285K – – –
BCM
357
Basso Capital Management
Connecticut
$285K – – –
WLIM
358
White Lighthouse Investment Management
Massachusetts
$285K +$285K +1,683 New
BAM
359
Belpointe Asset Management
Nevada
$283K -$120K -708 -30%
FFN
360
Focus Financial Network
Minnesota
$282K +$282K +1,668 New
PA
361
Procyon Advisors
Connecticut
$281K -$21.3K -126 -7%
CFGS
362
Concourse Financial Group Securities
Alabama
$281K +$14.2K +84 +5%
BPC
363
Banque Pictet & Cie
Switzerland
$279K – – –
HH
364
Hilltop Holdings
Texas
$276K +$2.54K +15 +0.9%
KWM
365
Keebeck Wealth Management
Illinois
$274K – – –
MCWS
366
McKinley Carter Wealth Services
West Virginia
$274K +$507 +3 +0.2%
AIFAIM
367
American Institute for Advanced Investment Management
Arizona
$272K +$43.1K +255 +19%
TCA
368
Transcend Capital Advisors
New Jersey
$270K +$270K +1,599 New
FFS
369
Founders Financial Securities
Maryland
$270K +$270K +1,599 New
CG
370
Caprock Group
Idaho
$270K -$117K -690 -30%
AWM
371
Avaii Wealth Management
Wisconsin
$269K -$11.2K -66 -4%
WIP
372
WealthCare Investment Partners
Rhode Island
$268K +$268K +1,605 New
PGFC
373
Peapack-Gladstone Financial Corp
New Jersey
$264K – – –
SFC
374
Strategic Financial Concepts
Texas
$264K +$7.61K +45 +3%
WA
375
WBH Advisory
Maryland
$262K -$507 -3 -0.2%
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15
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