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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 %
SIAG
176
Safeguard Investment Advisory Group
California
$1.4M -$1.05M -6,210 -43%
Vontobel Holding
177
Vontobel Holding
Switzerland
$1.25M -$1.76M -10,380 -58%
SPC
178
Sigma Planning Corp
Michigan
$1.22M +$145K +858 +13%
EFS
179
Essex Financial Services
Connecticut
$1.22M -$740K -4,374 -38%
AR
180
Apeiron RIA
Texas
$1.2M -$345K -2,040 -22%
IP
181
Intellectus Partners
California
$1.2M +$507 +3 +0%
AG
182
Ascent Group
Virginia
$1.18M -$1.23M -7,230 -51%
CCA
183
Cadent Capital Advisors
Oklahoma
$1.17M +$25.4K +150 +2%
PFG
184
Prosperity Financial Group
California
$1.17M -$75.6K -447 -6%
GWM
185
Geneos Wealth Management
Colorado
$1.14M – – –
CMS
186
Capital Market Strategies
Florida
$1.11M +$1.11M +6,567 New
MAP
187
Milestone Advisory Partners
North Carolina
$1.1M +$5.07K +30 +0.5%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$1.08M -$33.5K -198 -3%
HI
189
Harbour Investments
Wisconsin
$1.07M -$489K -2,895 -31%
BFM
190
Boothbay Fund Management
New York
$1.06M +$1.06M +6,243 New
WCM
191
Washburn Capital Management
Florida
$1.05M +$172K +1,020 +20%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$1.05M -$118K -696 -10%
RVM
193
Robinson Value Management
Texas
$1.04M +$1.04M +6,180 New
SI
194
Stephens Inc
Arkansas
$1.04M +$140K +828 +15%
Walleye Trading
195
Walleye Trading
New York
$1.04M +$435K +2,574 +72%
TFS
196
Thoroughbred Financial Services
Tennessee
$1.04M +$37K +219 +4%
KWA
197
Kingswood Wealth Advisors
California
$1.02M +$1.02M +6,030 New
SFPG
198
Stonebridge Financial Planning Group
Florida
$997K -$83.7K -495 -8%
KeyBank National Association
199
KeyBank National Association
Ohio
$996K +$996K +5,889 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$988K -$3.57M -20,913 -78%
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