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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 %
FA
476
Faithward Advisors
Pennsylvania
$6.17K – – –
MFA
477
McClarren Financial Advisors
Pennsylvania
$6K – – –
TF
478
TimeScale Financial
Massachusetts
$5.86K – – –
WIM
479
WealthPlan Investment Management
Nebraska
$5.35K +$5.35K +36 New
CSWM
480
Cassady Schiller Wealth Management
Ohio
$4.91K – – –
SCA
481
Stonebridge Capital Advisors
Minnesota
$4.89K +$4.89K +33 New
BWM
482
Baystate Wealth Management
Massachusetts
$4.5K – – –
TC
483
Truvestments Capital
Florida
$4.45K – – –
CAL
484
Capital Advisors Ltd
Ohio
$4K – – –
CA
485
Centerpoint Advisors
Massachusetts
$4K – – –
MIM
486
Macroview Investment Management
Maryland
$3.11K – – –
DI
487
Disciplined Investments
Oklahoma
$3.11K +$3.11K +21 New
HFS
488
Hantz Financial Services
Michigan
$3K +$3K +21 New
GEA
489
Glen Eagle Advisors
New Jersey
$2.68K -$1.34K -9 -33%
RDFA
490
Ritter Daniher Financial Advisory
Ohio
$2.67K – – –
VWM
491
Venturi Wealth Management
Texas
$2.67K +$2.67K +18 New
SIS
492
Strategic Investment Solutions
Illinois
$2.26K +$2.26K +15 New
CMP
493
Coston McIsaac & Partners
Maine
$2K +$2K +15 New
PPWM
494
PFG Private Wealth Management
Florida
$1.78K – – –
TFA
495
Transamerica Financial Advisors
Florida
$1K – – –
HWA
496
HHM Wealth Advisors
Tennessee
$910 – – –
HNB
497
Huntington National Bank
Ohio
$890 -$56K – –
CA
498
Crewe Advisors
Utah
$890 – – –
WBC
499
West Branch Capital
Massachusetts
$459 – – –
GWANC
500
Guardian Wealth Advisors (North Carolina)
North Carolina
$455 – – –
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20
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