SOXX icon

iShares Semiconductor ETF
SOXX

Overview Fund Activity

521 hedge funds and large institutions have $3.23B invested in iShares Semiconductor ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 170 increasing their positions, 175 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+19
Holders Change %
+3.78%
% of All Funds
8.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
80
Increased
170
Reduced
175
Closed
57
Calls
$525M
Puts
$549M
Net Calls
-$23.6M
Net Calls Change
+$139M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$120M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$256M
3
Bank of America
Bank of America
North Carolina
$353M
4
SFI
SPC Financial Inc
Maryland
$19.7M
5
HF
HRT Financial
New York
$14.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$285M
2
MCC
Money Concepts Capital
Florida
$1.62M
3
AssetMark Inc
AssetMark Inc
California
$68.5M
4
Goldman Sachs
Goldman Sachs
New York
$124M
5
EWA
EP Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
501
Truvestments Capital
Florida
$5.07K – – –
CA
502
Centerpoint Advisors
Massachusetts
$5K – – –
CPG
503
Cornerstone Planning Group
New Jersey
$4.57K +$4.57K +27 New
CAL
504
Capital Advisors Ltd
Ohio
$4K – – –
GWM
505
Grand Wealth Management
Michigan
$3.59K +$3.59K +21 New
PA
506
Parallel Advisors
California
$3.56K -$8.63K -51 -71%
DI
507
Disciplined Investments
Oklahoma
$3.55K – – –
GEA
508
Glen Eagle Advisors
New Jersey
$3.06K +$437 +3 +17%
RDFA
509
Ritter Daniher Financial Advisory
Ohio
$3.04K – – –
IPW
510
Impact Partnership Wealth
Georgia
$3.04K +$3.04K +18 New
SIS
511
Strategic Investment Solutions
Illinois
$2.72K – – –
LFG
512
Larson Financial Group
Missouri
$2.54K +$2.54K +15 New
PPWM
513
PFG Private Wealth Management
Florida
$2.03K – – –
TFA
514
Transamerica Financial Advisors
Florida
$2K – – –
VWM
515
Venturi Wealth Management
Texas
$1.52K -$1.52K -9 -50%
HWA
516
HHM Wealth Advisors
Tennessee
$1.04K – – –
GC
517
Gould Capital
Washington
$1.02K +$1.02K +6 New
HNB
518
Huntington National Bank
Ohio
$1.01K -$890 – –
VF
519
VitalStone Financial
Texas
$1K +$1K +9 New
WBC
520
West Branch Capital
Massachusetts
$524 – – –
GWANC
521
Guardian Wealth Advisors (North Carolina)
North Carolina
$519 – – –
FWM
522
Focused Wealth Management
New York
$507 – – –
RIG
523
Ramiah Investment Group
Wisconsin
– -$9.06M -61,119 Closed
CWM
524
Chicago Wealth Management
Illinois
– -$5.04M -34,020 Closed
SFS
525
Sowell Financial Services
Arkansas
– -$1.98M -13,332 Closed
19 20
21
22 23