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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$285M
2
MCC
2
Money Concepts Capital
Florida
$1.62M
3
AssetMark Inc
3
AssetMark Inc
California
$68.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$124M
5
EWA
5
EP Wealth Advisors
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
51
GM Advisory Group
New York
$10.4M -$16.2K -96 -0.2%
NA
52
NewEdge Advisors
Louisiana
$10.4M -$20.8K -123 -0.2%
VFM
53
Valley Financial Management
New York
$10M +$6.35M +37,542 +171%
KAS
54
Kestra Advisory Services
Texas
$9.78M +$442K +2,613 +5%
BBVA
55
Banco Bilbao Vizcaya Argentaria
Spain
$9.55M -$11.6M -68,892 -55%
LFA
56
Legend Financial Advisors
Pennsylvania
$9.5M -$1.53M -9,066 -14%
3F
57
360 Financial
Minnesota
$9.5M -$68K -402 -0.7%
TWC
58
TD Waterhouse Canada
Ontario, Canada
$9.4M -$902K -4,992 -9%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$9.28M +$493K +2,922 +6%
MA
60
Montag & Associates
Georgia
$8.95M +$5.29M +31,263 +144%
CWM
61
CMH Wealth Management
New Hampshire
$8.33M +$175K +1,035 +2%
Twin Tree Management
62
Twin Tree Management
Texas
$8.15M -$1.88M -11,097 -19%
CB
63
Commerce Bank
Missouri
$8.06M -$134K -795 -2%
PS
64
Portfolio Strategies
New York
$7.62M -$4.57K -27 -0.1%
GSWM
65
Greenup Street Wealth Management
Michigan
$7.47M -$32.5K -192 -0.4%
TCM
66
Traynor Capital Management
Pennsylvania
$7.35M -$1.06M -6,297 -13%
MWM
67
MinichMacGregor Wealth Management
New York
$7.34M -$171K -1,011 -2%
TFA
68
Toth Financial Advisory
Virginia
$7M +$1.33M +7,863 +23%
FPGK
69
Financial Partners Group (Kansas)
Kansas
$6.99M -$359K -2,097 -5%
AWM
70
AE Wealth Management
Kansas
$6.97M +$412K +2,439 +6%
NAG
71
Northstar Advisory Group
New Jersey
$6.91M -$516K -3,051 -7%
FIM
72
Freedom Investment Management
Connecticut
$6.72M -$1.31M -7,776 -16%
FB
73
Fulton Bank
Pennsylvania
$6.6M +$1.75M +10,362 +36%
Fisher Asset Management
74
Fisher Asset Management
Washington
$6.52M +$80.7K +477 +1%
Millennium Management
75
Millennium Management
New York
$6.49M +$3.66M +21,627 +129%
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