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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 %
DCM
76
Donaldson Capital Management
Indiana
$6.32M -$130K -768 -2%
MC
77
Martin & Co
Tennessee
$6.27M -$282K -1,665 -4%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$6.03M +$372K +2,199 +7%
WIC
79
Woodmont Investment Counsel
Tennessee
$5.89M -$282K -1,668 -5%
LC
80
Lindbrook Capital
California
$5.84M +$28.4K +168 +0.5%
CS
81
Credit Suisse
Switzerland
$5.82M -$2.46M -14,571 -30%
Truist Financial
82
Truist Financial
North Carolina
$5.79M -$384K -2,271 -6%
NCM
83
Novare Capital Management
North Carolina
$5.65M -$84.7K -501 -1%
Mariner
84
Mariner
Kansas
$5.39M +$577K +3,414 +12%
AC
85
Albar Capital
United Kingdom
$5.35M +$5.35M +31,659 New
AWM
86
Adams Wealth Management
Utah
$5.16M +$234K +1,386 +5%
AC
87
Annandale Capital
Texas
$5M +$30.4K +180 +0.6%
KPWS
88
Kestra Private Wealth Services
Texas
$4.97M +$354K +2,094 +8%
GKWIM
89
Gerber Kawasaki Wealth & Investment Management
California
$4.66M +$33.5K +198 +0.7%
BBNA
90
Bremer Bank National Association
Minnesota
$4.63M – – –
WSCM
91
Wellington Shields Capital Management
New York
$4.62M +$71K +420 +2%
WDL
92
Well Done LLC
Michigan
$4.58M -$86.7K -513 -2%
SMFG
93
Sumitomo Mitsui Financial Group
Japan
$4.55M -$544K -3,216 -11%
PAG
94
Private Advisor Group
New Jersey
$4.36M -$1.21M -7,110 -22%
SWM
95
Spire Wealth Management
Virginia
$4.32M +$870K +5,145 +25%
TF
96
Theory Financial
Colorado
$4.32M -$334K -1,974 -7%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$4.14M -$2.02M -11,943 -33%
Cerity Partners
98
Cerity Partners
New York
$4.1M +$574K +3,393 +16%
LBC
99
Lowe Brockenbrough & Co
Virginia
$4.02M +$27.9K +165 +0.7%
SB
100
Strategic Blueprint
Georgia
$3.99M -$38.6K -228 -1%
2 3
4
5 6