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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 %
RBFC
201
Roman Butler Fullerton & Co
Missouri
$986K +$986K +5,634 New
RSWM
202
Robertson Stephens Wealth Management
California
$982K -$644K -3,807 -40%
NF
203
Nikulski Financial
Iowa
$982K +$3.04K +18 +0.3%
WRPWM
204
Werba Rubin Papier Wealth Management
California
$977K – – –
SC
205
Savant Capital
Illinois
$971K +$708K +4,185 +269%
ICG
206
InterOcean Capital Group
Tennessee
$964K +$203K +1,200 +27%
KNW
207
Kesler Norman & Wride
Utah
$963K -$15.7K -93 -2%
BG
208
Bollard Group
Massachusetts
$960K +$1.52K +9 +0.2%
MM
209
Main Management
California
$953K – – –
AC
210
Allstate Corporation
Illinois
$950K -$42.1K -249 -4%
HCM
211
Howard Capital Management
Georgia
$943K +$943K +5,577 New
SAG
212
SageView Advisory Group
California
$942K +$131K +774 +16%
SIG
213
Sargent Investment Group
Maryland
$938K – – –
SC
214
Scotia Capital
Ontario, Canada
$936K -$15.7K -93 -2%
NFG
215
Nations Financial Group
Iowa
$928K -$17.8K -105 -2%
FHA
216
First Horizon Advisors
Tennessee
$920K -$20.3K -120 -2%
AF
217
Allworth Financial
California
$920K -$688K -4,068 -43%
AFS
218
AFG Fiduciary Services
Massachusetts
$907K – – –
AWM
219
Avitas Wealth Management
California
$900K +$6.59K +39 +0.7%
RCS
220
Retirement Capital Strategies
California
$895K +$895K +5,292 New
SCA
221
Southern Capital Advisors
Tennessee
$892K -$116K -684 -11%
FMP
222
Financial Management Professionals
Texas
$880K +$880K +5,205 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$875K +$113K +669 +15%
Franklin Resources
224
Franklin Resources
California
$873K +$108K +636 +14%
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$862K -$1.1M -6,498 -56%
7 8
9
10 11