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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 %
OWA
501
Outlook Wealth Advisors
Texas
$254K +$254K +1,125 New
BSW
502
Buckingham Strategic Wealth
Missouri
$254K +$254K +1,124 New
SPWG
503
Syntegra Private Wealth Group
Missouri
$251K – – –
FA
504
Fountainhead AM
New Jersey
$251K +$251K +1,113 New
FCG
505
Fielder Capital Group
Tennessee
$249K – – –
JCM
506
Jacobi Capital Management
Pennsylvania
$249K -$6.78K -30 -3%
MHR
507
Matthew Hamilton Rosenberg
$247K – – –
MAM
508
MWA Asset Management
Massachusetts
$246K +$10.4K +46 +4%
NP
509
NorthRock Partners
Minnesota
$245K +$226 +1 +0.1%
SFA
510
Sequoia Financial Advisors
Ohio
$243K +$243K +1,078 New
CWS
511
Cypress Wealth Services
California
$243K – – –
WPW
512
Waldron Private Wealth
Pennsylvania
$242K -$7.69K -34 -3%
CWM
513
Cornerstone Wealth Management
Missouri
$242K -$50.8K -225 -17%
OCM
514
One Capital Management
California
$241K +$241K +1,065 New
TCM
515
Tandem Capital Management
New Jersey
$239K -$16.9K -75 -7%
MSAM
516
Moloney Securities Asset Management
Missouri
$236K +$236K +1,043 New
HWMA
517
Heritage Wealth Management (Arizona)
Arizona
$234K +$234K +1,035 New
GT
518
Glenview Trust
Kentucky
$233K -$43.2K -191 -16%
CWM
519
Cedar Wealth Management
California
$232K +$232K +1,025 New
MWM
520
Mission Wealth Management
California
$231K +$231K +1,022 New
Neuberger Berman Group
521
Neuberger Berman Group
New York
$229K +$229K +1,014 New
APA
522
Astoria Portfolio Advisors
New York
$227K +$227K +1,056 New
PP
523
Patten & Patten
Tennessee
$227K -$23.7K -105 -9%
Sumitomo Mitsui Trust Group
524
Sumitomo Mitsui Trust Group
Japan
$226K -$113K -500 -33%
AWM
525
Axxcess Wealth Management
California
$226K -$91.5K -405 -29%
19 20
21
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