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iShares Semiconductor ETF
SOXX

Overview Fund Activity

686 hedge funds and large institutions have $5.7B invested in iShares Semiconductor ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 238 increasing their positions, 220 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+62
Holders Change %
+9.94%
% of All Funds
9.94%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
131
Increased
238
Reduced
220
Closed
61
Calls
$592M
Puts
$851M
Net Calls
-$259M
Net Calls Change
+$166M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$307M
2
Citigroup
Citigroup
New York
+$141M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$109M
4
Wells Fargo
Wells Fargo
California
+$65.7M
5
Twin Tree Management
Twin Tree Management
Texas
+$50M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$325M
2
Jane Street
Jane Street
New York
-$138M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$85.9M
4
AssetMark Inc
AssetMark Inc
California
-$72M
5
Citadel Advisors
Citadel Advisors
Florida
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
476
Level Four Advisory Services
Texas
$292K -$583K -1,012 -67%
SCA
477
Snowden Capital Advisors
New York
$290K +$290K +1,284 New
HIIFS
478
Harel Insurance Investments & Financial Services
Israel
$289K -$18.6M -82,575 -98%
HWM
479
Heirloom Wealth Management
Colorado
$289K -$11.8K -52 -4%
BB
480
Busey Bank
Illinois
$287K – – –
LWM
481
Liberty Wealth Management
California
$284K +$32.5K +144 +13%
LW
482
Linscomb Wealth
Texas
$281K +$281K +1,245 New
Pathstone Holdings
483
Pathstone Holdings
New Jersey
$274K -$196K -869 -42%
IWA
484
Icon Wealth Advisors
Texas
$272K – – –
WA
485
WBH Advisory
Maryland
$271K – – –
DWM
486
Dakota Wealth Management
Florida
$271K +$271K +1,200 New
CCG
487
Capital CS Group
California
$270K +$270K +1,196 New
NL
488
NWAM LLC
Washington
$270K +$221 +1 +0.1%
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$270K -$5.42K -24 -2%
WAM
490
WFA Asset Management
Wisconsin
$268K +$191K +846 +247%
CT
491
Colonial Trust
South Carolina
$268K – – –
ORC
492
O'Rourke & Company
Massachusetts
$268K +$268K +1,186 New
CIA
493
Choate Investment Advisors
Massachusetts
$268K – – –
AWM
494
AllSquare Wealth Management
New York
$264K – – –
JAG
495
Journey Advisory Group
Kentucky
$262K -$9.04K -40 -3%
HBW
496
Hazlett, Burt & Watson
West Virginia
$259K -$226 -1 -0.1%
FFA
497
Fragasso Financial Advisors
Pennsylvania
$256K +$226 +1 +0.1%
HP
498
Holistic Planning
Texas
$256K -$21.7K -96 -8%
RWP
499
RWA Wealth Partners
Massachusetts
$254K -$3.39K -15 -1%
CAM
500
Councilmark Asset Management
Tennessee
$254K +$254K +1,125 New
18 19
20
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