Free Trial

iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$242.06 -1.48 (-0.61%)
Closing price 07/23/2025 04:00 PM Eastern
Extended Trading
$241.86 -0.20 (-0.08%)
As of 08:38 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
559
Total
Institutional Inflows
(last 12 months)
$5.91B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$6.31B
Get SOXX Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Semiconductor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/23/2025Ignite Planners LLC2,257$557K0.1%-43.5%0.004%
7/23/2025Valmark Advisers Inc.864$206K0.0%N/A0.002%
7/23/2025Winthrop Advisory Group LLC1,142$273K0.0%N/A0.002%
7/23/20251 North Wealth Services LLC10,765$2.57M1.0%-24.0%0.019%
7/23/2025First Financial Group Corp873$208K0.2%N/A0.002%
7/23/2025Kingswood Wealth Advisors LLC1,815$433K0.0%-64.5%0.003%
7/23/2025Prime Capital Investment Advisors LLC9,996$2.39M0.0%-24.6%0.017%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.2,118$506K0.2%+23.6%0.004%
7/22/2025 Valeo Financial Advisors LLC4,599$1.10M0.0%-21.5%0.008%
7/22/2025 DAVENPORT & Co LLC926$221K0.0%N/A0.002%
7/22/2025 Woodmont Investment Counsel LLC21,534$5.14M0.3%+21.8%0.038%
7/22/2025 Global Assets Advisory LLC2,081$494K0.2%-66.5%0.004%
7/22/2025 Grimes & Company Inc.2,696$644K0.0%N/A0.005%
7/22/2025 Beacon Financial Advisory LLC2,778$663K0.2%-20.8%0.005%
7/22/2025 Wealthcare Advisory Partners LLC11,290$2.70M0.1%+48.7%0.020%
7/22/2025 Integrated Capital Management LLC17,855$4.41M2.1%+11.2%0.031%
7/22/2025 Willner & Heller LLC934$223K0.2%-31.6%0.002%
7/22/2025 Bank Hapoalim BM54,666$13.05M1.7%+19.4%0.095%
7/22/2025 Apexium Financial LP3,522$841K0.0%-19.3%0.006%
7/21/2025 Washington Growth Strategies LLC3,461$826K0.6%+1,741.0%0.006%
7/21/2025 Ameritas Advisory Services LLC814$194K0.0%N/A0.001%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,286$1.02M0.0%-16.0%0.008%
7/21/2025 Crews Bank & Trust159$38K0.0%+1,666.7%0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.55,975$13.36M0.0%+43.1%0.099%
7/18/2025 EWA LLC16,270$3.88M1.2%+3.6%0.029%
7/18/2025 Gold Investment Management Ltd.6,711$1.60M0.6%-43.9%0.012%
7/18/2025 Madrona Financial Services LLC1,209$289K0.1%-7.6%0.002%
7/18/2025 SOA Wealth Advisors LLC.2,013$481K0.1%-7.7%0.004%
7/18/2025 Provident Wealth Management LLC496$118K0.0%-7.6%0.001%
7/18/2025 PFG Investments LLC15,456$3.69M0.2%-4.0%0.027%
7/18/2025 Consolidated Portfolio Review Corp1,348$322K0.0%N/A0.002%
7/18/2025 Midwest Financial Group LLC15,067$3.60M1.9%+2.7%0.027%
7/18/2025 O ROURKE & COMPANY Inc3,823$913K0.4%-9.9%0.007%
7/18/2025 Truist Financial Corp85,045$20.30M0.0%-9.7%0.150%
7/18/2025 Pennsylvania Capital Management Inc. ADV8,704$2.08M0.7%-24.7%0.015%
7/18/2025 Union Bancaire Privee UBP SA3,097$740K0.0%-19.5%0.005%
7/17/2025 Chicago Capital LLC939$224K0.0%N/A0.002%
7/17/2025 HB Wealth Management LLC2,187$522K0.0%-19.6%0.004%
7/17/2025 Janney Montgomery Scott LLC32,980$7.87M0.0%+9.9%0.058%
7/17/2025 Avondale Wealth Management44,796$10.69M6.0%+528.7%0.079%
Buffett to put 90% of his money in this one stock? (Ad)

CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%.

7/17/2025 Kelly Financial Services LLC26,540$6.34M1.9%+5.9%0.047%
7/17/2025 Moss Adams Wealth Advisors LLC12,923$3.09M0.3%-6.5%0.023%
7/17/2025 Albion Financial Group UT3,278$782K0.1%-8.8%0.006%
7/17/2025 Independence Bank of Kentucky3,496$834K0.1%+40.1%0.006%
7/17/2025 City Holding Co.5,914$1.41M0.2%+4.5%0.010%
7/17/2025 Grandview Asset Management LLC4,484$1.07M0.3%N/A0.008%
7/17/2025 Beacon Capital Management LLC174$42K0.0%-61.3%0.000%
7/17/2025 Avior Wealth Management LLC6,796$1.62M0.1%-1.7%0.012%
7/16/2025 Independent Wealth Network Inc.4,174$996K0.4%+9.0%0.007%
7/16/2025 ORG Wealth Partners LLC332$79K0.0%-90.4%0.001%
7/16/2025 Signaturefd LLC749$179K0.0%+25.0%0.001%
7/16/2025 MinichMacGregor Wealth Management LLC516$123K0.0%N/A0.001%
7/16/2025 Kathmere Capital Management LLC1,180$282K0.0%-4.5%0.002%
7/16/2025 Southern Capital Advisors LLC995$237K0.1%N/A0.002%
7/16/2025 Cresta Advisors Ltd.939$224K0.1%-22.5%0.002%
7/16/2025 Beaumont Financial Advisors LLC2,495$596K0.0%-5.2%0.004%
7/16/2025 Strategic Investment Solutions Inc. IL1,470$351K0.1%+2,478.9%0.003%
7/16/2025 Legend Financial Advisors Inc.56,025$13.37M8.9%+1.6%0.099%
7/16/2025 Cadent Capital Advisors LLC4,691$1.12M0.4%+44.2%0.008%
7/16/2025 Banque Pictet & Cie SA2,800$668K0.0%-3.4%0.005%
7/16/2025 Dakota Wealth Management1,424$340K0.0%+17.0%0.003%
7/16/2025 Perigon Wealth Management LLC4,413$1.05M0.0%+2.1%0.008%
7/15/2025 Avaii Wealth Management LLC27,671$6.61M2.9%+13.4%0.049%
7/15/2025 McAdam LLC2,770$661K0.0%-11.2%0.005%
7/15/2025 Surience Private Wealth LLC25,382$6.06M5.7%N/A0.045%
7/15/2025 Beacon Financial Planning Inc.10,824$2.58M1.4%-2.2%0.019%
7/15/2025 Affinity Wealth Management LLC1,187$283K0.0%-5.9%0.002%
7/15/2025 Signet Financial Management LLC2,818$673K0.1%+3.6%0.005%
7/15/2025 StoneCrest Wealth Management Inc.2,564$612K0.3%-9.9%0.005%
7/15/2025 BCS Wealth Management855$204K0.0%N/A0.002%
7/15/2025 Compagnie Lombard Odier SCmA247$59K0.0%N/A0.000%
7/15/2025 Financial Partners Group Inc49,486$11.81M1.6%+13.8%0.087%
7/14/2025 Opal Wealth Advisors LLC107$26K0.0%-31.8%0.000%
7/14/2025 AdvisorNet Financial Inc263$63K0.0%-27.5%0.000%
7/14/2025 Armstrong Advisory Group Inc.445$106K0.0%-50.9%0.001%
7/14/2025 KFG Wealth Management LLC8,330$1.99M0.3%+442.7%0.015%
7/14/2025 ABLE Financial Group LLC1,010$241K0.1%N/A0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC6,797$1.62M0.0%-12.6%0.012%
7/14/2025 Sweeney & Michel LLC1,028$253K0.1%N/A0.002%
7/14/2025 Flagstar Advisors Inc.1,387$331K0.1%-52.2%0.002%
7/14/2025 Toth Financial Advisory Corp31,703$7.57M0.9%+8.2%0.056%
7/14/2025 Park Avenue Securities LLC18,308$4.37M0.0%-2.2%0.032%
7/14/2025 Matrix Trust Co10,406$2.48M0.4%+7.1%0.018%
7/14/2025 Sowell Financial Services LLC16,419$3.92M0.2%+52.7%0.029%
7/14/2025 Physician Wealth Advisors Inc.837$200K0.0%-17.5%0.001%
7/11/2025 Wealth Management Partners LLC964$230K0.1%-65.3%0.002%
7/11/2025 Farther Finance Advisors LLC11,030$2.63M0.1%+4.6%0.020%
7/11/2025 Silver Oak Securities Incorporated2,093$500K0.0%+7.1%0.004%
7/11/2025 CX Institutional1,910$456K0.0%+5,205.6%0.003%
7/11/2025 AFG Fiduciary Services Limited Partnership2,870$682K0.2%-60.5%0.005%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
7/11/2025 CMH Wealth Management LLC28,913$6.90M1.6%-1.4%0.052%
7/10/2025 Oliver Lagore Vanvalin Investment Group677$162K0.1%N/A0.001%
7/10/2025 Selective Wealth Management Inc.2,298$561K0.2%+21.1%0.004%
7/10/2025 HF Advisory Group LLC856$204K0.1%N/A0.002%
7/10/2025 Fulton Bank N.A.28,050$6.70M0.2%-1.1%0.050%
7/10/2025 Wealth Enhancement Advisory Services LLC43,283$10.53M0.0%+57.8%0.078%
7/10/2025 Focus Financial Network Inc.10,178$2.43M0.1%+5.7%0.018%
7/10/2025 Sovran Advisors LLC3,077$749K0.1%-14.5%0.006%
7/9/2025 Lake Hills Wealth Management LLC25,105$5.99M3.4%N/A0.045%
7/9/2025 Dynamic Advisor Solutions LLC23,934$5.71M0.2%-9.1%0.043%
(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, 852 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were Healthcare of Ontario Pension Plan Trust Fund ($682.55M), Goldman Sachs Group Inc. ($467.78M), Morgan Stanley ($270.70M), JPMorgan Chase & Co. ($239.48M), UBS Group AG ($188.71M), BNP Paribas Financial Markets ($182.20M), and Wells Fargo & Company MN ($161.91M).Learn more on iShares Semiconductor ETF's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF's stock?

Of the 777 institutional investors that purchased iShares Semiconductor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($15.95M), Healthcare of Ontario Pension Plan Trust Fund ($2.88M), BNP Paribas Financial Markets ($1.95M), Clal Insurance Enterprises Holdings Ltd ($1.34M), Strategic Financial Concepts LLC ($519.53K), Global Assets Advisory LLC ($479.46K), and D. E. Shaw & Co. Inc. ($443.16K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 25,973,708 shares in the last 24 months. This purchase volume represents approximately $5.91B in transactions.

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

Of the 369 institutional investors that sold iShares Semiconductor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($15.22M), Mercer Global Advisors Inc. ADV ($8.71M), Clal Insurance Enterprises Holdings Ltd ($1.34M), Goldman Sachs Group Inc. ($995.34K), Bank of Nova Scotia ($253.86K), Wells Fargo & Company MN ($200.03K), and Mirae Asset Securities USA Inc. ($199.75K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 29,655,655 shares in the last 24 months. This volume of shares sold represents approximately $6.31B in transactions.



This page (NASDAQ:SOXX) was last updated on 7/24/2025 by MarketBeat.com Staff
From Our Partners