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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$287.64 +8.61 (+3.09%)
Closing price 04:00 PM Eastern
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$287.45 -0.19 (-0.07%)
As of 07:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Semiconductor ETF (NASDAQ:SOXX)

Number of
Institutional Buyers
(last 12 months)
576
Total
Institutional Inflows
(last 12 months)
$5.50B
Number of
Institutional Sellers
(last 12 months)
399
Total
Institutional Outflows
(last 12 months)
$6.56B
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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
10/15/2025Dale Q Rice Investment Management Ltd1,003$291K0.2%-9.1%0.002%
10/15/2025Private Trust Co. NA853$231K0.0%+19.8%0.002%
10/15/2025Vontobel Holding Ltd.8,662$2.35M0.0%-51.6%0.016%
10/15/2025Cypress Wealth Services LLC1,752$475K0.1%-3.8%0.003%
10/15/2025DAVENPORT & Co LLC826$224K0.0%-10.8%0.002%
10/15/2025Kelly Financial Services LLC25,432$6.90M1.8%-4.2%0.047%
10/14/2025Apeiron RIA LLC4,143$1.18M0.3%-12.6%0.008%
10/14/2025Matrix Trust Co9,468$2.57M0.4%-9.0%0.018%
10/14/2025Farther Finance Advisors LLC13,972$3.79M0.1%+26.7%0.026%
10/14/2025Juncture Wealth Strategies LLC4,917$1.33M0.4%-6.9%0.009%
10/14/2025Somerset Trust Co2,997$813K0.3%N/A0.006%
10/10/2025 RoundAngle Advisors LLC4,184$1.13M0.9%-3.3%0.008%
10/10/2025 Lionshead Wealth Management LLC4,413$1.20M0.9%+1.2%0.008%
10/10/2025 Selective Wealth Management Inc.2,810$792K0.3%+22.3%0.005%
10/10/2025 Cyndeo Wealth Partners LLC3,630$984K0.1%-2.8%0.007%
10/10/2025 Focus Financial Network Inc.10,552$2.86M0.1%+3.7%0.019%
10/9/2025 Independence Bank of Kentucky3,266$885K0.1%-6.6%0.006%
10/9/2025 Secure Asset Management LLC833$230K0.0%N/A0.002%
10/9/2025 Toth Financial Advisory Corp40,204$10.90M1.2%+26.8%0.073%
10/9/2025 Astoria Portfolio Advisors LLC.808$236K0.1%N/A0.001%
10/9/2025 U.S. Capital Wealth Advisors LLC6,359$1.72M0.0%-6.4%0.012%
10/9/2025 Dynamic Advisor Solutions LLC23,611$6.40M0.2%-1.3%0.043%
10/8/2025 Sheets Smith Investment Management988$268K0.2%N/A0.002%
10/8/2025 Patriot Financial Group Insurance Agency LLC2,535$687K0.1%-33.8%0.005%
10/8/2025 Fiduciary Alliance LLC1,908$517K0.0%N/A0.003%
10/8/2025 Ignite Planners LLC2,215$601K0.1%-1.9%0.004%
10/7/2025 Orser Capital Management LLC6,530$1.77M1.0%N/A0.012%
10/7/2025 FOCUS Wealth Advisors LLC753$204K0.1%N/A0.001%
10/7/2025 Heritage Family Offices LLP811$220K0.1%N/A0.001%
10/7/2025 Acropolis Investment Management LLC923$250K0.0%N/A0.002%
10/7/2025 Grant Private Wealth Management Inc1,086$294K0.2%N/A0.002%
10/7/2025 KFG Wealth Management LLC5,976$1.62M0.2%-28.3%0.011%
10/7/2025 Union Bancaire Privee UBP SA4,796$1.30M0.0%+54.9%0.009%
10/6/2025 HF Advisory Group LLC906$246K0.1%+5.8%0.002%
10/6/2025 Heartwood Wealth Advisors LLC755$205K0.0%N/A0.001%
10/3/2025 HCR Wealth Advisors723$204K0.0%N/A0.001%
10/2/2025 Global Wealth Strategies & Associates10,024$2.72M0.7%+66.4%0.018%
10/1/2025 First Financial Bank Trust Division6,044$1.64M0.1%-1.8%0.011%
9/26/2025Corient Private Wealth LLC107,936$25.72M0.0%-50.7%0.195%
9/25/2025CacheTech Inc.27,112$6.47M1.2%+13.9%0.049%
9/12/2025Valeo Financial Advisors LLC4,599$1.10M0.0%-21.5%0.008%
9/4/2025Osaic Holdings Inc.182,804$43.48M0.1%-2.0%0.331%
8/27/2025Orion Porfolio Solutions LLC2,673$638K0.0%+41.4%0.005%
8/26/2025Thrivent Financial for Lutherans8,565$2.04M0.0%-38.4%0.015%
8/21/2025Pathway Financial Advisers LLC2,053$490K0.2%+4.2%0.004%
8/19/2025B. Riley Wealth Advisors Inc.2,834$676K0.0%N/A0.005%
8/19/2025Newbridge Financial Services Group Inc.338$81K0.0%-24.6%0.001%
8/19/2025Advisory Services Network LLC27,546$6.61M0.1%-43.8%0.050%
8/19/2025Anchor Investment Management LLC20,325$4.85M0.4%+10.5%0.037%
8/18/2025N.E.W. Advisory Services LLC2,288$546K0.1%-24.2%0.004%
8/18/2025Geneos Wealth Management Inc.5,663$1.35M0.0%+2.2%0.010%
8/18/2025Pacific Center for Financial Services3,884$927K0.3%-2.4%0.007%
8/16/2025Teachers Insurance & Annuity Association of America750$179K0.2%N/A0.001%
8/15/2025Global View Capital Management LLC1,054$252K0.1%-6.4%0.002%
8/15/2025Corient Private Wealth LLC108,209$25.78M0.0%-50.6%0.196%
8/15/2025Equitable Holdings Inc.24,450$5.84M0.0%+23.8%0.044%
8/15/2025Northeast Financial Consultants Inc6,374$1.52M0.1%+270.4%0.012%
8/15/2025Captrust Financial Advisors8,196$1.96M0.0%-2.0%0.015%
8/15/2025Blue Chip Partners LLC3,441$821K0.1%-18.3%0.006%
8/15/2025WFA of San Diego LLC366$87K0.1%N/A0.001%
8/15/2025Two Sigma Securities LLC12,950$3.09M0.4%+203.8%0.023%
8/15/2025Smartleaf Asset Management LLC1,200$287K0.0%N/A0.002%
8/15/2025Snowden Capital Advisors LLC3,035$725K0.0%+5.0%0.005%
8/15/2025Orion Porfolio Solutions LLC2,673$638K0.0%+41.4%0.005%
8/15/2025MML Investors Services LLC92,112$21.99M0.1%-1.0%0.167%
8/15/2025LMR Partners LLP330,000$78.77M0.6%+17.9%0.597%
8/15/2025HRT Financial LP14,571$3.48M0.0%N/A0.026%
8/15/2025IHT Wealth Management LLC3,276$782K0.0%-4.9%0.006%
8/15/2025Great Valley Advisor Group Inc.4,563$1.09M0.0%-17.0%0.008%
8/15/2025Group One Trading LLC53,027$12.66M0.0%-4.2%0.096%
8/15/2025Gallagher Fiduciary Advisors LLC13,523$3.23M0.0%+674.5%0.024%
8/15/2025EP Wealth Advisors LLC7,068$1.69M0.0%+2.9%0.013%
8/15/2025Benjamin Edwards Inc.14,655$3.50M0.0%+66.1%0.027%
8/15/2025Bank of America Corp DE2,357,919$562.84M0.0%+7.2%4.264%
8/15/2025Ameriprise Financial Inc.301,244$71.93M0.0%+6.1%0.545%
8/14/2025Connecticut Wealth Management LLC3,537$844K0.0%-6.3%0.006%
8/14/2025CTC Alternative Strategies Ltd.2,900$692K0.6%N/A0.005%
8/14/2025Ausdal Financial Partners Inc.10,962$2.62M0.2%+3.4%0.020%
8/14/2025Raymond James Financial Inc.260,945$62.29M0.0%-24.5%0.472%
8/14/2025Chicago Wealth Management Inc.1,703$406K0.2%-46.3%0.003%
8/14/2025Quantinno Capital Management LP9,286$2.22M0.0%+559.5%0.017%
8/14/2025Peapack Gladstone Financial Corp1,944$464K0.0%-10.8%0.004%
8/14/2025Main Street Financial Solutions LLC1,196$285K0.0%N/A0.002%
8/14/2025NewEdge Advisors LLC32,481$7.75M0.0%-9.9%0.059%
8/14/2025Acorn Wealth Advisors LLC882$211K0.1%N/A0.002%
8/14/2025Gerber Kawasaki Wealth & Investment Management156,338$37.32M1.4%+304.7%0.283%
8/14/2025Natixis3,814$910K0.0%+50.2%0.007%
8/14/2025Bank of Nova Scotia11,077$2.64M0.0%+5.3%0.020%
8/14/2025Cary Street Partners Financial LLC868$207K0.0%N/A0.002%
8/14/2025Cerity Partners LLC5,817$1.39M0.0%+9.0%0.011%
8/13/2025Jump Financial LLC14,610$3.49M0.0%-83.3%0.026%
8/13/2025StoneX Group Inc.9,960$2.38M0.1%-45.3%0.018%
8/13/2025Brown Advisory Inc.2,291$547K0.0%-7.4%0.004%
8/13/2025Amundi3,430$831K0.0%N/A0.006%
8/13/2025Baird Financial Group Inc.23,217$5.54M0.0%+6.0%0.042%
8/13/2025Philadelphia Trust Co.899$215K0.0%N/A0.002%
8/13/2025Trek Financial LLC5,015$1.20M0.1%N/A0.009%
8/13/2025CW Advisors LLC3,530$843K0.0%+140.5%0.006%
8/13/2025JT Stratford LLC917$219K0.0%N/A0.002%
8/13/2025Fort Sheridan Advisors LLC1,063$254K0.0%-5.2%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, 876 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), Bank of America Corp DE ($562.84M), Goldman Sachs Group Inc. ($467.78M), Morgan Stanley ($270.70M), 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 815 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 24,354,200 shares in the last 24 months. This purchase volume represents approximately $5.50B in transactions.

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

Of the 399 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), Quadrature Capital Ltd ($257.49K), and Bank of Nova Scotia ($253.86K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 30,687,200 shares in the last 24 months. This volume of shares sold represents approximately $6.56B in transactions.


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This page (NASDAQ:SOXX) was last updated on 10/15/2025 by MarketBeat.com Staff
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