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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 %
MPCG
426
Matrix Private Capital Group
New York
$51.1K +$51.1K +345 New
EW
427
Element Wealth
Mississippi
$48.5K +$48.5K +327 New
AAS
428
Ameritas Advisory Services
Nebraska
$48.3K +$48.3K +348 New
HWA
429
Heritage Wealth Advisors
Virginia
$48K – – –
GI
430
Gradient Investments
Minnesota
$45.4K – – –
AAMA
431
Advanced Asset Management Advisors
Ohio
$45.3K – – –
WP
432
WealthPLAN Partners
Nebraska
$44.9K +$44.9K +303 New
AIP
433
Ahrens Investment Partners
Louisiana
$43.5K +$43.5K +294 New
BBPWM
434
Blue Bell Private Wealth Management
Pennsylvania
$39.6K – – –
CAL
435
Capital Analysts LLC
Pennsylvania
$37K -$23.3K -159 -39%
CT
436
Cambridge Trust
Massachusetts
$35.6K – – –
OIA
437
Optimum Investment Advisors
Illinois
$34.2K – – –
CT
438
Colonial Trust
South Carolina
$33.8K +$11.6K +78 +52%
ADL
439
Asset Dedication LLC
California
$33K – – –
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$32K +$32K +216 New
HPIA
441
Hamilton Point Investment Advisors
North Carolina
$31.6K +$31.6K +213 New
RP
442
Rice Partnership
Hawaii
$31.1K – – –
TFGT
443
TS Financial Group (TSFG)
Illinois
$31K -$4.49K -30 -13%
HGERS
444
Householder Group Estate & Retirement Specialist
Arizona
$31K +$31K +207 New
FGAM
445
Financial Gravity Asset Management
Texas
$29.2K +$6.37K +291 +28%
WSC
446
Wellington Shields & Co
New York
$28.9K +$26.7K +180 +1,200%
FFA
447
Farther Finance Advisors
California
$28K +$22.2K +150 +385%
TWM
448
Tradition Wealth Management
Minnesota
$26K -$11.2K -75 -30%
CIR
449
Clear Investment Research
Georgia
$25.8K +$22.7K +153 +729%
SN
450
Sittner & Nelson
Oregon
$25.8K +$25.8K +174 New
16 17
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