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iShares Semiconductor ETF (SOXX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Semiconductor ETF (NASDAQ:SOXX)

Number of
Institutional Buyers
(last 12 months)
470
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$206.05M
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SOXX Institutional Buying and Selling by Quarter

iShares Semiconductor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisor Networks LLC85,834$19.39M0.1%+240.7%0.148%
5/24/2024 Cetera Advisors LLC28,261$6.39M0.1%+341.3%0.049%
5/24/2024 Cetera Investment Advisers146,981$33.21M0.1%+1,162.6%0.254%
5/22/2024 Koesten Hirschmann & Crabtree INC.384$87K0.1%N/A0.001%
5/21/2024 Atria Investments Inc10,509$2.37M0.0%+220.1%0.018%
5/21/2024 LRI Investments LLC150$34K0.0%N/A0.000%
5/20/2024 Independent Wealth Network Inc.3,113$703K0.3%+267.5%0.005%
5/20/2024 Adams Wealth Management19,443$4.39M1.1%+98.8%0.034%
5/20/2024Strategic Wealth Partners Ltd.1,362$308K0.0%N/A0.002%
5/20/2024 Pacific Center for Financial Services3,289$743K0.2%+361.3%0.006%
5/17/2024 National Wealth Management Group LLC2,205$498K0.4%+214.1%0.004%
5/17/2024 Tandem Capital Management Corp ADV1,059$239K0.1%+180.2%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC17,205$3.89M0.3%+191.4%0.030%
5/17/2024 Beacon Capital Management LLC236$53K0.0%+227.8%0.000%
5/17/2024 Comerica Bank19,119$4.32M0.0%+204.0%0.033%
5/17/2024 Tidal Investments LLC9,519$2.15M0.0%+215.5%0.016%
5/17/2024 Clear Point Advisors Inc.282$64K0.1%N/A0.000%
5/17/2024 Creekmur Asset Management LLC297$67K0.0%+200.0%0.001%
5/16/2024 Jane Street Group LLC60,408$13.65M0.0%-72.9%0.104%
5/16/2024 B. Riley Wealth Advisors Inc.1,903$430K0.0%+46.2%0.003%
5/16/2024 Sweeney & Michel LLC1,375$309K0.1%N/A0.002%
5/15/2024 SVB Wealth LLC2,112$477K0.0%N/A0.004%
5/15/2024 Mount Yale Investment Advisors LLC17,990$4.06M0.3%+182.2%0.031%
5/15/2024 Kestra Advisory Services LLC65,768$14.86M0.1%+225.5%0.114%
5/15/2024 LRI Investments LLC150$33K0.0%N/A0.000%
5/15/2024 Linscomb Wealth Inc.1,245$281K0.0%N/A0.002%
5/15/2024 Quadrature Capital Ltd18,289$4.13M0.1%+2,133.1%0.032%
5/14/2024 Biltmore Family Office LLC230$52K0.0%N/A0.000%
5/14/2024 Axxcess Wealth Management LLC999$226K0.0%+113.5%0.002%
5/14/2024 EP Wealth Advisors LLC9,616$2.17M0.0%+212.4%0.017%
5/14/2024 CreativeOne Wealth LLC960$217K0.0%N/A0.002%
5/14/2024 Natixis1,600$361K0.0%N/A0.003%
5/14/2024 InterOcean Capital Group LLC5,610$1.27M0.0%+197.6%0.010%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund240,000$54.22M0.2%+200.0%0.415%
5/14/2024 RB Capital Management LLC1,772$400K0.1%+200.3%0.003%
5/13/2024 Safeguard Investment Advisory Group LLC6,033$1.36M0.5%+164.1%0.010%
5/13/2024Cedar Wealth Management LLC1,025$232K0.1%N/A0.002%
5/13/2024 Basso Capital Management L.P.1,347$304K0.3%+140.1%0.002%
5/11/2024 Spreng Capital Management Inc.1,884$426K0.2%+200.0%0.003%
5/11/2024 Beaumont Financial Advisors LLC2,100$474K0.0%+67.9%0.004%
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5/11/2024 Continental Investors Services Inc.1,564$357K0.8%+200.2%0.003%
5/11/2024 Jacobi Capital Management LLC1,101$249K0.0%+192.0%0.002%
5/11/2024 Edgestream Partners L.P.2,096$474K0.0%+72.2%0.004%
5/11/2024 Patten & Patten Inc. TN1,005$227K0.0%+171.6%0.002%
5/10/2024 Osaic Holdings Inc.281,965$63.71M0.1%+169.8%0.487%
5/10/2024 Councilmark Asset Management LLC1,125$254K0.2%N/A0.002%
5/10/2024 Prevail Innovative Wealth Advisors LLC15,423$3.48M1.3%N/A0.027%
5/10/2024 GM Advisory Group LLC65,285$14.75M1.0%+213.5%0.113%
5/10/2024 Nwam LLC1,222$270K0.0%+200.2%0.002%
5/10/2024 Twin Tree Management LP222,369$50.24M0.1%+57,508.5%0.384%
5/9/2024 ProVise Management Group LLC1,920$434K0.0%+200.9%0.003%
5/9/2024 Leo Wealth LLC885$201K0.0%N/A0.002%
5/9/2024 Blair William & Co. IL19,979$4.51M0.0%+198.8%0.035%
5/9/2024 Kingsview Wealth Management LLC23,664$5.35M0.1%+171.7%0.041%
5/9/2024 Condor Capital Management9,527$2.15M0.2%+199.3%0.016%
5/9/2024 Delta Investment Management LLC2,241$506K0.1%+199.6%0.004%
5/9/2024 SageView Advisory Group LLC14,781$3.34M0.2%+1,044.0%0.026%
5/9/2024 Angeles Wealth Management LLC486$110K0.0%+52.4%0.001%
5/9/2024 Interchange Capital Partners LLC973$225K0.2%N/A0.002%
5/9/2024 Koshinski Asset Management Inc.11,113$2.51M0.3%+109.8%0.019%
5/8/2024 Barings LLC40,146$9.07M0.2%N/A0.069%
5/8/2024 Edmond DE Rothschild Holding S.A.2,757$623K0.0%-94.4%0.005%
5/8/2024 Private Wealth Advisors LLC2,190$495K0.2%+194.8%0.004%
5/8/2024 Heritage Wealth Advisors234$53K0.0%+116.7%0.000%
5/8/2024 Avantax Advisory Services Inc.26,579$6.01M0.1%+265.6%0.046%
5/8/2024 US Bancorp DE12,039$2.72M0.0%+193.3%0.021%
5/8/2024 Thoroughbred Financial Services LLC5,888$1.33M0.1%+194.7%0.010%
5/7/2024 Verus Capital Partners LLC2,690$608K0.1%+174.5%0.005%
5/7/2024 Choate Investment Advisors1,185$268K0.0%+200.0%0.002%
5/7/2024 White Lighthouse Investment Management Inc.1,641$371K0.1%+192.0%0.003%
5/7/2024 Concurrent Investment Advisors LLC6,373$1.44M0.1%+572.3%0.011%
5/7/2024 Montag A & Associates Inc.47,448$10.72M0.5%+212.2%0.082%
5/7/2024 KCM Investment Advisors LLC1,359$307K0.0%+186.7%0.002%
5/7/2024 Avalon Trust Co151,795$34.29M2.8%+201.6%0.262%
5/7/2024 Shared Vision Wealth Group LLC927$209K0.1%N/A0.002%
5/7/2024 PFG Advisors10,697$2.42M0.2%+194.3%0.018%
5/7/2024 Oppenheimer & Co. Inc.73,676$16.65M0.3%+197.6%0.127%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,266$964K0.0%+201.1%0.007%
5/7/2024 Obermeyer Wood Investment Counsel Lllp2,406$544K0.0%+273.6%0.004%
5/7/2024 Wealthspire Advisors LLC3,342$755K0.0%+138.4%0.006%
5/7/2024 SG Americas Securities LLC57,733$13.04M0.1%+171.1%0.100%
5/6/2024 Quantbot Technologies LP7,862$1.78M0.1%+98.1%0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.4,449$1.01M0.0%+164.3%0.008%
5/6/2024 Concord Investment Counsel Inc.21,962$4.96M1.8%N/A0.038%
5/6/2024 VitalStone Financial LLC167$38K0.0%+1,418.2%0.000%
5/6/2024 Advisory Services Network LLC93,290$21.08M0.5%+193.0%0.161%
5/6/2024 Manchester Capital Management LLC300$68K0.0%+200.0%0.001%
5/6/2024 Advisory Alpha LLC3,205$724K0.0%+178.0%0.006%
5/4/2024 SPC Financial Inc.116,740$26.37M2.5%+196.5%0.202%
5/4/2024 Geneos Wealth Management Inc.5,360$1.21M0.1%+195.6%0.009%
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5/4/2024 Essex LLC1,635$369K0.1%+189.4%0.003%
5/4/2024 Valley Wealth Managers Inc.46,769$10.57M0.8%+168.3%0.080%
5/4/2024 WBI Investments LLC942$213K0.0%N/A0.002%
5/4/2024 Csenge Advisory Group2,754$622K0.0%+92.7%0.005%
5/4/2024 Joseph P. Lucia & Associates LLC3,620$818K0.4%+230.6%0.006%
5/4/2024 Capital Management Associates NY3,420$773K0.9%+292.7%0.006%
5/3/2024 Gold Investment Management Ltd.11,776$2.66M1.1%+202.1%0.020%
5/3/2024 Forte Asset Management LLC7,977$1.80M1.1%+181.7%0.014%
5/3/2024 Southern Capital Advisors LLC989$224K0.1%N/A0.002%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,677$2.41M0.3%+191.6%0.018%
(Data available from 1/1/2016 forward)

SOXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOXX shares?

During the previous two years, 689 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were BNP Paribas Financial Markets ($322.49M), Morgan Stanley ($270.70M), JPMorgan Chase & Co. ($257.10M), UBS Group AG ($188.71M), Wells Fargo & Company MN ($137.67M), Global Assets Advisory LLC ($107.39M), and BNP Paribas Arbitrage SA ($99.21M).Learn more on SOXX's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF stock?

Of the 637 institutional investors that purchased iShares Semiconductor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BNP Paribas Financial Markets ($1.21M), International Assets Investment Management LLC ($912.00K), Global Assets Advisory LLC ($475.32K), Twin Tree Management LP ($462.41K), EP Wealth Advisors LLC ($459.02K), JPMorgan Chase & Co. ($412.46K), and Osaic Holdings Inc. ($356.87K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 10,408,954 shares in the last 24 months. This purchase volume represents approximately $2.32B in transactions.

Which iShares Semiconductor ETF major shareholders have been selling company stock?

Of the 315 institutional investors that sold iShares Semiconductor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Twin Tree Management LP ($337.73K), Healthcare of Ontario Pension Plan Trust Fund ($250K), Harel Insurance Investments & Financial Services Ltd. ($226.59K), Assetmark Inc. ($163.37K), Jane Street Group LLC ($162.79K), Money Concepts Capital Corp ($146.74K), and BNP Paribas Arbitrage SNC ($146.43K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 3,274,224 shares in the last 24 months. This volume of shares sold represents approximately $746.31M in transactions.


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This page (NASDAQ:SOXX) was last updated on 5/28/2024 by MarketBeat.com Staff

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