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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 %
Commonwealth Equity Services
451
Commonwealth Equity Services
Massachusetts
$25.6K +$4.24K +28,608 +20%
GWSG
452
GPS Wealth Strategies Group
Colorado
$25.3K +$25.3K +171 New
BFPW
453
BOK Financial Private Wealth
Colorado
$22.2K +$22.2K +150 New
PGAM
454
Princeton Global Asset Management
New Jersey
$20K – – –
AWM
455
Angeles Wealth Management
California
$20K +$6.67K +45 +50%
KTC
456
Kistler-Tiffany Companies
Pennsylvania
$18.9K – – –
AA
457
Ancora Advisors
Ohio
$18.5K -$24.2K -165 -57%
IGWM
458
ICA Group Wealth Management
Colorado
$18.2K – – –
BBHC
459
Brown Brothers Harriman & Co
New York
$17.8K – – –
FSWA
460
Financial Synergies Wealth Advisors
Texas
$16.9K – – –
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$16K – – –
AAG
462
Armstrong Advisory Group
Massachusetts
$15.1K – – –
BTI
463
Blue Trust Inc
Georgia
$13K – – –
EWA
464
EverSource Wealth Advisors
Alabama
$11.1K – – –
FPB
465
First PREMIER Bank
South Dakota
$11K – – –
BHWM
466
Beaird Harris Wealth Management
Texas
$10.7K – – –
PA
467
Parallel Advisors
California
$10.7K -$100K -675 -90%
NECFA
468
New England Capital Financial Advisors
Connecticut
$10.7K +$10.7K +72 New
OIS
469
Okabena Investment Services
Minnesota
$9.34K +$9.34K +63 New
FFL
470
Financial Freedom LLC
Ohio
$9K – – –
JGCM
471
Joseph Group Capital Management
Ohio
$8.89K +$8.89K +60 New
FCA
472
FinTrust Capital Advisors
South Carolina
$7.31K – – –
BCMLT
473
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.12K – – –
GT
474
Glenmede Trust
Pennsylvania
$6.67K -$33.8K -228 -84%
WWM
475
Wagner Wealth Management
South Carolina
$6.23K – – –
17 18
19
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