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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 %
CAS
376
Coppell Advisory Solutions
Texas
$216K +$216K +1,467 New
CASC
377
Coppell Advisory Solutions Corp
Texas
$216K +$216K +1,467 New
CW
378
Channel Wealth
California
$214K +$214K +1,443 New
MA
379
Mutual Advisors
Nebraska
$213K +$213K +1,437 New
Amundi
380
Amundi
France
$213K +$213K +1,500 New
HAG
381
HF Advisory Group
Maryland
$212K -$59.2K -399 -22%
PWM
382
Perigon Wealth Management
California
$212K +$212K +1,428 New
D
383
Diversified
Delaware
$212K +$212K +1,428 New
CIA
384
Cladis Investment Advisory
Montana
$211K +$211K +1,425 New
BCM
385
Brookstone Capital Management
Illinois
$211K -$34.3K -243 -14%
FWP
386
FAS Wealth Partners
Kansas
$211K +$4K +27 +2%
SG
387
StoneX Group
New York
$208K +$208K +1,404 New
WF
388
Welch & Forbes
Massachusetts
$207K +$207K +1,398 New
Bank of New York Mellon
389
Bank of New York Mellon
New York
$207K +$207K +1,395 New
JIC
390
Johnson Investment Counsel
Ohio
$201K -$80.9K -546 -29%
AIFAIM
391
American Institute for Advanced Investment Management
Arizona
$201K +$201K +1,356 New
MWA
392
MFA Wealth Advisors
Pennsylvania
$201K +$201K +1,353 New
BWA
393
BDO Wealth Advisors
Florida
$196K – – –
PI
394
PEAK6 Investments
Illinois
$193K -$798K -5,385 -81%
PCFFS
395
Pacific Center for Financial Services
California
$190K +$190K +1,284 New
IWP
396
Icon Wealth Partners
Texas
$178K +$178K +1,200 New
IA
397
IFP Advisors
Florida
$177K -$1.65M -25,908 -90%
AWM
398
AllSquare Wealth Management
New York
$173K – – –
HBW
399
Hazlett, Burt & Watson
West Virginia
$170K – – –
PFA
400
Pathway Financial Advisers
Indiana
$167K -$8.97K -60 -5%
14 15
16
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