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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$252.16 +2.00 (+0.80%)
As of 12:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Semiconductor ETF (NASDAQ:SOXX)

Number of
Institutional Buyers
(last 12 months)
567
Total
Institutional Inflows
(last 12 months)
$5.88B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$6.40B
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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
8/12/2025J.W. Cole Advisors Inc.14,921$3.56M0.1%+10.3%0.027%
8/12/2025Manchester Capital Management LLC2,798$668K0.1%+85.7%0.005%
8/12/2025Armor Investment Advisors LLC11,604$2.77M1.0%-2.2%0.021%
8/12/2025Resolute Wealth Strategies LLC3,069$733K0.4%-16.9%0.006%
8/12/2025RiverFront Investment Group LLC1,361$325K0.0%-13.1%0.002%
8/12/2025XTX Topco Ltd2,268$541K0.0%N/A0.004%
8/12/2025Edmond DE Rothschild Holding S.A.143,400$34.23M0.5%-6.4%0.259%
8/12/2025Steward Partners Investment Advisory LLC36,611$8.74M0.1%+268.5%0.066%
8/12/2025Jaffetilchin Investment Partners LLC15,895$3.79M0.2%-2.1%0.029%
8/12/2025Insigneo Advisory Services LLC4,244$1.01M0.1%+26.2%0.008%
8/12/2025CreativeOne Wealth LLC2,033$485K0.0%+12.8%0.004%
8/12/2025Jefferies Financial Group Inc.1,196$285K0.0%N/A0.002%
8/12/2025Global Retirement Partners LLC4,413$1.05M0.0%N/A0.008%
8/12/2025Titleist Asset Management LLC1,194$285K0.0%+10.5%0.002%
8/12/2025AlphaCore Capital LLC674$161K0.0%N/A0.001%
8/12/2025Journey Strategic Wealth LLC1,384$330K0.0%-42.0%0.003%
8/12/2025Franklin Resources Inc.8,475$2.02M0.0%+4.6%0.015%
8/12/2025MAI Capital Management29,067$6.94M0.0%+1.6%0.053%
8/12/2025JPMorgan Chase & Co.167,631$40.01M0.0%-53.9%0.303%
8/12/2025NorthStar Asset Management LLC NJ 4,373$1.04M0.3%-3.7%0.008%
8/12/2025Absolute Capital Management LLC23,550$5.62M2.8%-12.3%0.043%
8/12/202517 Capital Partners LLC1,863$445K0.3%+21.1%0.003%
8/12/2025PKS Advisory Services LLC1,041$249K0.1%-27.6%0.002%
8/12/2025Clal Insurance Enterprises Holdings Ltd201,722$48.15M0.5%+4,677.9%0.365%
8/11/2025 TD Waterhouse Canada Inc.58,268$13.84M0.1%+9.3%0.105%
8/11/2025 TRUE Private Wealth Advisors11,662$2.78M0.3%N/A0.021%
8/11/2025 Morling Financial Advisors LLC413$99K0.0%+227.8%0.001%
8/11/2025 Greenland Capital Management LP1,440$344K0.0%N/A0.003%
8/11/2025 Wealthspire Advisors LLC10,901$2.60M0.0%+36.8%0.020%
8/11/2025 Y.D. More Investments Ltd7,125$1.70M0.1%+2.2%0.013%
8/11/2025 Western Wealth Management LLC4,402$1.05M0.1%-10.6%0.008%
8/8/2025 Rockefeller Capital Management L.P.361,353$94.17M0.2%+12.7%0.653%
8/8/2025 Kingsview Wealth Management LLC15,278$3.65M0.1%+40.3%0.028%
8/8/2025 Citizens Financial Group Inc. RI865$206K0.0%-34.2%0.002%
8/8/2025 Avantax Advisory Services Inc.17,592$4.20M0.0%+1.8%0.032%
8/8/2025 Sculati Wealth Management LLC863$206K0.1%-23.3%0.002%
8/8/2025 Thoroughbred Financial Services LLC12,701$3.03M0.2%+294.2%0.023%
8/8/2025 Cetera Investment Advisers148,931$35.55M0.1%-14.7%0.269%
8/8/2025 Creative Planning19,232$4.59M0.0%-3.5%0.035%
8/8/2025 SG Americas Securities LLC102,048$24.36M0.1%+0.2%0.185%
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8/8/2025 Condor Capital Management9,876$2.36M0.2%+0.4%0.018%
8/8/2025 Meridian Wealth Management LLC33,245$7.94M0.3%-0.8%0.060%
8/8/2025 Empower Advisory Group LLC1,740$415K0.0%-12.6%0.003%
8/8/2025 Foundations Investment Advisors LLC1,200$286K0.0%N/A0.002%
8/8/2025 L & S Advisors Inc99,199$23.68M2.3%N/A0.179%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.49,352$11.77M0.1%-0.8%0.089%
8/8/2025 Evolution Wealth Advisors LLC10,124$2.42M0.4%-12.1%0.018%
8/8/2025 Avalon Trust Co1,750$418K0.0%-37.5%0.003%
8/8/2025 PNC Financial Services Group Inc.12,124$2.89M0.0%-5.8%0.022%
8/8/2025 Comprehensive Financial Planning Inc. PA5,956$1.42M1.1%+66.1%0.011%
8/8/2025 United Asset Strategies Inc.50,744$12.11M1.0%N/A0.092%
8/7/2025 Cascade Financial Partners LLC1,000$239K0.0%N/A0.002%
8/7/2025 Cvfg LLC2,360$563K0.4%+9.8%0.004%
8/7/2025 CENTRAL TRUST Co496$118K0.0%-24.6%0.001%
8/7/2025 Montag A & Associates Inc.3,928$938K0.0%-80.1%0.007%
8/7/2025 Ibex Wealth Advisors6,429$1.54M0.2%N/A0.012%
8/7/2025 Alpha Cubed Investments LLC2,116$505K0.0%-7.4%0.004%
8/7/2025 Allworth Financial LP6,189$1.48M0.0%+1.8%0.011%
8/7/2025 Summit X LLC2,829$675K0.1%-1.5%0.005%
8/7/2025 Midwest Trust Co3,736$892K0.0%N/A0.007%
8/6/2025 Prospera Financial Services Inc3,329$796K0.0%-1.3%0.006%
8/6/2025 RWA Wealth Partners LLC1,675$400K0.0%N/A0.003%
8/6/2025 Florin Court Capital LLP5,500$1.31M1.3%+89.7%0.010%
8/6/2025 AE Wealth Management LLC4,073$972K0.0%-5.5%0.007%
8/6/2025 KCM Investment Advisors LLC37,330$8.91M0.3%+295.3%0.068%
8/6/2025 Wedbush Securities Inc.1,493$356K0.0%-66.4%0.003%
8/6/2025 Savant Capital LLC1,672$399K0.0%-32.2%0.003%
8/6/2025 Modera Wealth Management LLC963$230K0.0%N/A0.002%
8/6/2025 Soltis Investment Advisors LLC1,230$294K0.0%N/A0.002%
8/6/2025 Commonwealth Equity Services LLC278,397$66.45M0.1%+20.7%0.503%
8/6/2025 Atlantic Union Bankshares Corp949$227K0.0%N/A0.002%
8/6/2025 First Horizon Advisors Inc.3,684$880K0.0%+1.3%0.007%
8/6/2025 Stonebridge Financial Planning Group LLC7,293$1.74M0.7%-7.3%0.013%
8/6/2025 Moors & Cabot Inc.1,011$241K0.0%-16.0%0.002%
8/6/2025 360 Financial Inc.14,131$3.37M1.1%-3.1%0.026%
8/5/2025 Arrowroot Family Office LLC2,255$538K0.2%N/A0.004%
8/5/2025 GPS Wealth Strategies Group LLC1,582$378K0.0%-6.2%0.003%
8/5/2025 Crestwood Advisors Group LLC2,242$535K0.0%N/A0.004%
8/5/2025 Washburn Capital Management Inc.5,690$1.36M0.7%-9.0%0.010%
8/5/2025 Simplex Trading LLC1,718$410K0.0%N/A0.003%
8/5/2025 Cassaday & Co Wealth Management LLC3,949$943K0.0%+15.7%0.007%
8/5/2025 Prosperity Consulting Group LLC9,419$2.25M0.2%-26.1%0.017%
8/5/2025 Huntington National Bank383$91K0.0%+38,200.0%0.001%
8/5/2025 Wellington Shields Capital Management LLC23,605$5.64M1.0%-46.5%0.043%
8/5/2025 Tsfg LLC2,041$487K0.1%-79.7%0.004%
8/5/2025 Westside Investment Management Inc.2,873$686K0.1%+2.0%0.005%
8/5/2025 Bank of Montreal Can43,641$10.42M0.0%-18.8%0.079%
8/5/2025 Intellectus Partners LLC7,986$1.91M0.4%+28.2%0.014%
8/5/2025 Telos Capital Management Inc.5,211$1.24M0.1%+2.5%0.009%
8/5/2025 Sigma Planning Corp9,839$2.35M0.1%-57.8%0.018%
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8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors17,358$4.14M0.4%+93.1%0.031%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.1,236$294K0.0%-7.8%0.002%
8/5/2025 Welch & Forbes LLC1,509$360K0.0%+6.7%0.003%
8/5/2025 Strategic Financial Concepts LLC1,040$248K0.0%-47.3%0.002%
8/5/2025 American Institute for Advanced Investment Management LLP1,143$273K0.2%-25.7%0.002%
8/5/2025 Lifeworks Advisors LLC2,300$549K0.1%N/A0.004%
8/4/2025 Continental Investors Services Inc.1,482$354K0.6%-11.7%0.003%
8/4/2025 Kovack Advisors Inc.5,621$1.34M0.1%+9.5%0.010%
8/4/2025 IFG Advisory LLC2,604$622K0.0%-14.6%0.005%
8/4/2025 Mesirow Financial Investment Management Inc.8,198$1.96M0.0%-43.5%0.015%
(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, 860 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), UBS Group AG ($188.71M), BNP Paribas Financial Markets ($182.20M), Wells Fargo & Company MN ($161.91M), and LPL Financial LLC ($158.82M).Learn more on iShares Semiconductor ETF's institutional investors.

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

Of the 796 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 ($1.54M), 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 25,969,410 shares in the last 24 months. This purchase volume represents approximately $5.90B in transactions.

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

Of the 387 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), JPMorgan Chase & Co. ($329.01K), Bank of Nova Scotia ($253.86K), and Wells Fargo & Company MN ($200.03K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 30,025,268 shares in the last 24 months. This volume of shares sold represents approximately $6.40B in transactions.



This page (NASDAQ:SOXX) was last updated on 8/13/2025 by MarketBeat.com Staff
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