iShares Semiconductor ETF (SOXX) Institutional Ownership

$206.76
-7.23 (-3.38%)
(As of 05/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
453
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$354.16M
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SOXX Institutional Buying and Selling by Quarter

iShares Semiconductor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Moloney Securities Asset Management LLC1,043$236K0.0%N/A0.002%
5/2/2024Hollencrest Capital Management557$126K0.0%+199.5%0.001%
5/1/2024Connecticut Wealth Management LLC3,534$798K0.0%+200.0%0.006%
5/1/2024Janney Montgomery Scott LLC24,705$5.58M0.0%+218.4%0.042%
5/1/2024BNP Paribas Financial Markets1,427,465$322.49M0.3%+354.2%2.455%
5/1/2024Klingman & Associates LLC13,200$2.98M0.2%+200.0%0.023%
5/1/2024Mirae Asset Global Investments Co. Ltd.167,798$37.91M0.1%+265.5%0.289%
5/1/2024Concourse Financial Group Securities Inc.953$215K0.0%+82.9%0.002%
5/1/2024BOK Financial Private Wealth Inc.150$34K0.0%+200.0%0.000%
5/1/2024 Retirement Group LLC1,726$390K0.1%+432.7%0.003%
5/1/2024 Mission Wealth Management LP1,022$231K0.0%N/A0.002%
5/1/2024 Sequoia Financial Advisors LLC1,078$243K0.0%N/A0.002%
4/30/2024 Private Advisor Group LLC28,091$6.35M0.0%+221.8%0.048%
4/30/2024 J.W. Cole Advisors Inc.9,961$2.25M0.1%+269.2%0.017%
4/30/2024 Hartline Investment Corp4,824$1.09M0.2%N/A0.008%
4/30/2024 North Star Investment Management Corp.827$187K0.0%+200.7%0.001%
4/30/2024 HB Wealth Management LLC2,100$474K0.0%+200.0%0.004%
4/30/2024 SpiderRock Advisors LLC3,120$682K0.0%N/A0.005%
4/30/2024 Fountainhead AM LLC1,113$251K0.1%N/A0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,284$289K0.0%-95.4%0.002%
4/30/2024 Macroview Investment Management LLC277$63K0.1%+422.6%0.000%
4/30/2024 Arkadios Wealth Advisors1,887$426K0.0%+216.6%0.003%
4/30/2024 Caprock Group LLC1,836$415K0.0%+200.0%0.003%
4/30/2024 Perigon Wealth Management LLC3,912$884K0.0%+165.0%0.007%
4/30/2024 Hazlett Burt & Watson Inc.1,145$259K0.2%+199.7%0.002%
4/29/2024Commonwealth Equity Services LLC262,774$59.37M0.1%+267.2%0.452%
4/29/2024 Gray Foundation56,301$12.72M4.0%+200.0%0.097%
4/29/2024 Benjamin F. Edwards & Company Inc.8,398$1.90M0.0%+315.9%0.014%
4/29/2024 Silicon Valley Capital Partners551$125K0.0%+56.5%0.001%
4/29/2024 RWA Wealth Partners LLC1,125$254K0.0%+196.1%0.002%
4/29/2024 Yarger Wealth Strategies LLC941$213K0.1%N/A0.002%
4/29/2024 Verde Servicos Internacionais S.A.6,730$1.52M0.6%N/A0.012%
4/29/2024 Harbor Advisory Corp MA17,145$3.87M1.3%+195.4%0.029%
4/29/2024 Sycomore Asset Management1,540$351K0.1%N/A0.003%
4/26/2024 Cottonwood Capital Advisors LLC22,176$4.78M3.8%+186.0%0.039%
4/26/2024 McKinley Carter Wealth Services Inc.1,625$367K0.0%+200.4%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.3,189$720K0.0%N/A0.006%
4/26/2024 Terra Nova Asset Management LLC1,536$347K0.3%+272.8%0.003%
4/26/2024 Meridian Wealth Management LLC33,749$7.62M1.3%+196.2%0.059%
4/25/2024 Lindbrook Capital LLC33,768$7.63M0.7%+195.1%0.059%
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4/25/2024 Lodestar Private Asset Management LLC2,322$525K0.1%+212.5%0.004%
4/25/2024 Equitable Trust Co.3,936$889K0.1%+200.0%0.007%
4/25/2024 Fielder Capital Group LLC1,104$249K0.1%+200.0%0.002%
4/25/2024 Capital Investment Advisory Services LLC3,276$740K0.1%+202.2%0.006%
4/25/2024 Armor Investment Advisors LLC12,442$2.81M1.4%+194.3%0.022%
4/25/2024 Eudaimonia Partners LLC1,925$435K0.1%+192.1%0.003%
4/25/2024 Valeo Financial Advisors LLC5,436$1.13M0.0%+275.4%0.009%
4/25/2024 Telos Capital Management Inc.4,565$1.03M0.1%+197.8%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.244,955$55.34M0.2%+326.0%0.427%
4/25/2024 Heirloom Wealth Management1,277$289K0.1%+188.3%0.002%
4/24/2024 PSI Advisors LLC2,236$505K0.2%+174.0%0.004%
4/24/2024 Family Legacy Inc.9,482$2.14M0.8%+229.0%0.017%
4/24/2024 CENTRAL TRUST Co645$146K0.0%+200.0%0.001%
4/24/2024 Activest Wealth Management1,552$351K0.2%+200.2%0.003%
4/24/2024 Newbridge Financial Services Group Inc.582$132K0.1%+162.2%0.001%
4/24/2024 Avitas Wealth Management LLC5,357$1.21M0.2%+196.5%0.009%
4/24/2024 Spire Wealth Management25,995$5.87M0.2%+248.0%0.045%
4/24/2024 Buttonwood Financial Advisors Inc.1,544$349K0.2%+198.1%0.003%
4/24/2024 Essex Financial Services Inc.8,181$1.85M0.2%+219.6%0.014%
4/23/2024Busey Bank1,272$287K0.0%+200.0%0.002%
4/23/2024 Global Retirement Partners LLC2,613$590K0.0%+156.4%0.005%
4/23/2024 Swisher Financial Concepts Inc.905$200K0.2%N/A0.002%
4/23/2024 WASHINGTON TRUST Co309$70K0.0%+312.0%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV3,747$847K0.1%+144.1%0.006%
4/23/2024 Gradient Investments LLC255$58K0.0%+200.0%0.000%
4/23/2024 McAdam LLC3,279$741K0.0%+288.5%0.006%
4/23/2024 Duncker Streett & Co. Inc.150$34K0.0%N/A0.000%
4/23/2024 Principle Wealth Partners LLC4,645$1.05M0.1%+205.4%0.008%
4/23/2024 Strategic Blueprint LLC31,587$7.14M0.5%+214.0%0.055%
4/23/2024 Gerber LLC1,292$292K0.2%+84.6%0.002%
4/23/2024 Genesee Capital Advisors LLC3,966$896K0.5%+220.9%0.007%
4/23/2024 Herbst Group LLC14,444$3.26M2.0%+210.8%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.127,734$28.86M0.0%+331.2%0.221%
4/23/2024 StoneCrest Wealth Management Inc.4,509$1.02M0.9%+197.0%0.008%
4/22/2024 Bristlecone Advisors LLC19,062$4.31M0.4%+232.3%0.033%
4/22/2024 Strategic Financial Concepts LLC1,779$402K0.1%N/A0.003%
4/22/2024 HF Advisory Group LLC1,563$353K0.2%+212.6%0.003%
4/22/2024 PFG Investments LLC15,091$3.41M0.2%+235.3%0.026%
4/22/2024 Bay Harbor Wealth Management LLC2,082$470K0.2%+200.0%0.004%
4/22/2024 Oakworth Capital Inc.600$136K0.0%+200.0%0.001%
4/22/2024 Outlook Wealth Advisors LLC1,125$254K0.1%N/A0.002%
4/22/2024 Donaldson Capital Management LLC246,737$55.74M2.3%+2,107.9%0.427%
4/22/2024 Raymond James & Associates105,143$23.75M0.0%+236.3%0.182%
4/22/2024 Strategies Wealth Advisors LLC955$216K0.0%N/A0.002%
4/22/2024 Beacon Financial Planning Inc.5,996$1.36M0.9%+476.0%0.010%
4/22/2024 American Institute for Advanced Investment Management LLP1,664$376K0.3%+209.9%0.003%
4/20/2024 Kesler Norman & Wride LLC4,152$938K0.2%+122.0%0.007%
4/19/2024 Tempus Wealth Planning LLC963$218K0.1%N/A0.002%
4/19/2024 Wealthstar Advisors LLC1,680$380K0.1%+218.8%0.003%
4/19/2024 Lee Johnson Capital Management LLC14,276$3.23M1.7%N/A0.025%
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4/19/2024 Kovack Advisors Inc.5,448$1.23M0.1%+195.0%0.010%
4/19/2024 Madrona Financial Services LLC1,881$425K0.1%+200.0%0.003%
4/19/2024 Westside Investment Management Inc.2,778$628K0.2%+197.1%0.005%
4/19/2024 Valley National Advisers Inc.536$121K0.0%N/A0.001%
4/19/2024 JTC Employer Solutions Trustee Ltd400$90K0.0%N/A0.001%
4/19/2024 KFG Wealth Management LLC16,971$3.83M1.6%+3,157.4%0.030%
4/19/2024 Albion Financial Group UT3,239$732K0.1%+191.0%0.006%
4/19/2024 Valeo Financial Advisors LLC5,511$1.25M0.0%+280.6%0.010%
4/19/2024 WFA Asset Management Corp1,188$268K0.1%+942.1%0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,000$226K0.0%+100.0%0.002%
(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, 694 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), EP Wealth Advisors LLC ($452.48K), JPMorgan Chase & Co. ($412.46K), Twin Tree Management LP ($240.43K), and Donaldson Capital Management LLC ($235.95K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 9,126,828 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

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

Of the 329 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), Envestnet Asset Management Inc. ($155.46K), Fisher Asset Management LLC ($153.48K), and Money Concepts Capital Corp ($146.74K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 3,499,360 shares in the last 24 months. This volume of shares sold represents approximately $836.07M in transactions.


This page (NASDAQ:SOXX) was last updated on 5/2/2024 by MarketBeat.com Staff

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