SOXX icon

iShares Semiconductor ETF
SOXX

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares Semiconductor ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 141 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+43
Holders Change %
+9.37%
% of All Funds
8.03%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
111
Increased
141
Reduced
160
Closed
54
Calls
$416M
Puts
$578M
Net Calls
-$162M
Net Calls Change
-$161M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$229M
2
NAM
Nissay Asset Management
Japan
$40.6M
3
EWA
EP Wealth Advisors
California
$31.5M
4
Wells Fargo
Wells Fargo
California
$118M
5
Morgan Stanley
Morgan Stanley
New York
$334M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$162M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.7M
4
Twin Tree Management
Twin Tree Management
Texas
$8.79M
5
Citigroup
Citigroup
New York
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Condor Capital Management
New Jersey
$1.3M +$1.3M +8,742 New
CA
177
Cetera Advisors
Colorado
$1.14M +$374K +2,526 +49%
MFG
178
Magnus Financial Group
New York
$1.14M +$21.8K +147 +2%
AIM
179
Anchor Investment Management
South Carolina
$1.14M -$164K -1,107 -13%
PFG
180
Prosperity Financial Group
California
$1.09M -$101K -681 -8%
IP
181
Intellectus Partners
California
$1.05M +$59.6K +402 +6%
Lido Advisors
182
Lido Advisors
California
$1.03M +$59.6K +402 +6%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$1.02M +$506K +3,411 +98%
ACM
184
Absolute Capital Management
Pennsylvania
$1.02M +$1.02M +6,900 New
ZIMP
185
Zimmermann Investment Management & Planning
Pennsylvania
$1.02M -$2.89M -19,467 -74%
CCA
186
Cadent Capital Advisors
Oklahoma
$1M +$414K +2,793 +70%
GWM
187
Geneos Wealth Management
Colorado
$999K +$10.2K +69 +1%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$975K -$1.78K -12 -0.2%
MAP
189
Milestone Advisory Partners
North Carolina
$956K – – –
SFPG
190
Stonebridge Financial Planning Group
Florida
$947K -$1.12M -7,563 -54%
SPC
191
Sigma Planning Corp
Michigan
$944K +$203K +1,368 +27%
SCA
192
Southern Capital Advisors
Tennessee
$883K -$28K -189 -3%
TFS
193
Thoroughbred Financial Services
Tennessee
$875K +$52K +351 +6%
AC
194
Allstate Corporation
Illinois
$869K -$584K -3,939 -40%
PAM
195
PVG Asset Management
Colorado
$868K +$868K +5,856 New
KNW
196
Kesler Norman & Wride
Utah
$858K -$355K -2,397 -29%
NF
197
Nikulski Financial
Iowa
$858K – – –
WRPWM
198
Werba Rubin Papier Wealth Management
California
$857K +$128K +861 +18%
BRWA
199
B. Riley Wealth Advisors
Florida
$851K -$52.9K -357 -6%
BG
200
Bollard Group
Massachusetts
$841K +$1.78K +12 +0.2%
6 7
8
9 10