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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$562.63 -7.46 (-1.31%)
As of 02:34 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
600
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
406
Total
Institutional Outflows
(last 12 months)
$1.44B
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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
5/26/2026Glenmede Trust Co. NA1,960$644K0.0%+8.0%0.003%
5/20/2026 SOA Wealth Advisors LLC.1,925$633K0.1%-3.3%0.003%
5/19/2026 Western Wealth Management LLC5,840$1.92M0.1%+4.7%0.009%
5/19/2026 Sonoma Allocations LLC1,057$366K0.1%N/A0.002%
5/19/2026 Paragon Private Wealth Management LLC1,808$594K0.2%-6.4%0.003%
5/19/2026 Bank of America Corp DE3,115,278$1.02B0.1%+20.9%4.808%
5/19/2026 Alexander Labrunerie & CO. Inc.23,067$7.58M2.8%-1.4%0.036%
5/19/2026 Edgestream Partners L.P.731$240K0.0%-91.0%0.001%
5/19/2026 Centaurus Financial Inc.639$210K0.0%-13.6%0.001%
5/19/2026 Ashton Thomas Securities LLC7,422$2.44M0.3%N/A0.011%
5/19/2026 Arkadios Wealth Advisors2,997$985K0.0%+1.9%0.005%
5/18/2026 Sunbelt Securities Inc.7,705$2.53M0.2%+44.0%0.012%
5/18/2026 Gould Capital LLC110$36K0.0%+39.2%0.000%
5/18/2026 EverSource Wealth Advisors LLC807$265K0.0%-36.8%0.001%
5/18/2026 Royal Bank of Canada433,384$142.44M0.0%+28.3%0.669%
5/18/2026 Evelyn Partners Investment Management Europe Ltd11,219$3.69M1.3%-0.4%0.017%
5/16/2026 KCM Investment Advisors LLC35,873$11.79M0.4%-0.5%0.055%
5/16/2026 Quantinno Capital Management LP15,060$4.95M0.0%+20.8%0.023%
5/15/2026 Blue Chip Partners LLC3,365$1.11M0.1%-5.6%0.005%
5/15/2026 Matrix Private Capital Group LLC543$178K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC3,601$1.18M0.0%+1.0%0.006%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund590,000$193.91M0.3%-50.0%0.910%
5/14/2026 Hilltop Holdings Inc.2,105$692K0.1%-8.8%0.003%
5/14/2026 Modern Wealth Management LLC7,352$2.49M0.0%-1.9%0.011%
5/14/2026 Noked Israel Ltd349,070$114.73M16.9%N/A0.539%
5/14/2026 Bank of Nova Scotia851,229$279.77M0.5%+88.5%1.314%
5/14/2026 Lido Advisors LLC17,433$5.73M0.0%-29.2%0.027%
5/14/2026 Walleye Capital LLC15,021$4.94M0.0%N/A0.023%
5/13/2026 Cetera Investment Advisers181,101$59.52M0.1%+7.1%0.279%
5/13/2026 Parker Investment Management LLC1,409$463K0.1%N/A0.002%
5/13/2026 Signature Equity Partners LLC3,263$1.07M0.6%-12.0%0.005%
5/13/2026 NewEdge Wealth LLC7,649$2.51M0.0%-0.7%0.012%
5/12/2026 CacheTech Inc.18,281$6.00M1.2%-2.6%0.028%
5/12/2026 Clal Insurance Enterprises Holdings Ltd78,477$25.79M0.2%+1,111.6%0.121%
5/8/2026 Pacific Sun Financial Corp6,471$2.13M1.0%+8.6%0.010%
5/8/2026 PNC Financial Services Group Inc.13,338$4.38M0.0%+14.9%0.021%
5/8/2026 Dale Q Rice Investment Management Ltd959$315K0.2%-4.4%0.001%
5/7/2026 Florida Financial Advisors LLC2,161$710K0.2%+202.7%0.003%
5/7/2026 Commonwealth Financial Services LLC16,342$5.37M0.9%-10.2%0.025%
5/7/2026 Lowe Brockenbrough & Co. Inc.32,692$10.75M0.5%-2.7%0.050%
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5/7/2026 Parallel Advisors LLC1,151$378K0.0%+97.1%0.002%
5/7/2026 Greenwood Gearhart LLC117,444$38.60M2.1%-0.1%0.181%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.2,138$703K0.5%+108.6%0.003%
5/7/2026 Vision Retirement LLC10,747$3.53M1.0%+6.6%0.017%
5/7/2026 Valley Wealth Managers Inc.11,458$3.77M0.2%+12.6%0.018%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC571$188K0.0%+18.2%0.001%
5/6/2026 Quadrant Private Wealth Management LLC1,249$411K0.1%N/A0.002%
5/6/2026 Kesler Norman & Wride LLC1,724$567K0.1%+155.8%0.003%
5/6/2026 Modera Wealth Management LLC979$322K0.0%-3.9%0.002%
5/6/2026 Assetmark Inc.6,048$1.99M0.0%+5.4%0.009%
5/6/2026 Bauman Advisory Group LLC1,653$543K0.4%+6.5%0.003%
5/6/2026 SteelPeak Wealth LLC19,420$6.38M0.2%+45.7%0.030%
5/6/2026 Independent Financial Group LLC17,638$5.80M0.2%N/A0.027%
5/6/2026 Prosperity Consulting Group LLC9,581$3.15M0.1%+3.3%0.015%
5/5/2026 Wealthfront Advisers LLC48,342$15.89M0.0%+20.4%0.075%
5/5/2026 Beaumont Financial Advisors LLC2,441$802K0.1%-1.3%0.004%
5/5/2026 Bank of New York Mellon Corp2,537$834K0.0%N/A0.004%
5/5/2026 Theory Financial LLC13,323$4.38M1.5%-22.0%0.021%
5/5/2026 IMC Chicago LLC22,161$7.28M0.0%+8.0%0.034%
5/5/2026 Robinson Value Management Ltd.5,249$1.73M1.0%-6.6%0.008%
5/5/2026 Harmony Asset Management LLC2,896$952K0.3%-10.8%0.004%
5/5/2026 Geneos Wealth Management Inc.4,740$1.56M0.0%-12.2%0.007%
5/5/2026 NFSG Corp557$183K0.0%+77.4%0.001%
5/5/2026 Signet Financial Management LLC2,347$771K0.1%+5.4%0.004%
5/5/2026 Sanctuary Advisors LLC24,754$8.14M0.0%+3.3%0.038%
5/5/2026 Sigma Planning Corp3,924$1.29M0.0%-54.1%0.006%
5/5/2026 Conservest Capital Advisors Inc.14,162$4.65M0.4%+454.3%0.022%
5/4/2026 Retirement Planning Group LLC2,619$861K0.0%-31.0%0.004%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,111$1.02M0.0%-22.5%0.005%
5/4/2026 HBW Advisory Services LLC1,030$339K0.0%+19.1%0.002%
5/4/2026 Chicago Partners Investment Group LLC4,737$1.56M0.0%-25.0%0.007%
5/4/2026 Y.D. More Investments Ltd158,996$52.24M2.0%+4,175.2%0.245%
5/4/2026 Procyon Advisors LLC957$315K0.0%-3.0%0.001%
5/2/2026 International Assets Investment Management LLC2,417$817K0.0%-37.1%0.004%
5/2/2026 Anchor Investment Management LLC17,671$5.81M0.5%+2.7%0.027%
5/2/2026 Diversify Wealth Management LLC16,089$5.29M0.1%N/A0.025%
5/2/2026 Carnegie Investment Counsel2,844$935K0.0%+6.7%0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.1,234$406K0.0%-2.0%0.002%
5/1/2026 Citizens Financial Group Inc. RI1,940$638K0.0%+20.1%0.003%
5/1/2026 Fifth Third Bancorp10,900$3.58M0.0%N/A0.017%
5/1/2026 Sovran Advisors LLC5,126$1.69M0.1%+7.7%0.008%
5/1/2026 Petix & Botte Co1,000$329K0.1%N/A0.002%
5/1/2026 Sequoia Financial Advisors LLC2,129$700K0.0%-5.6%0.003%
5/1/2026 Summa Corp.1,120$368K0.2%-8.2%0.002%
5/1/2026 Corrado Advisors LLC7,518$2.47M1.3%-17.3%0.011%
4/30/2026 Hsbc Holdings PLC5,804$1.91M0.0%N/A0.009%
4/30/2026 Accredited Investors Inc.1,072$352K0.0%+5.1%0.002%
4/30/2026 Roman Butler Fullerton & Co.1,240$408K0.1%-25.4%0.002%
4/30/2026 First Horizon Corp2,438$801K0.0%+3.2%0.004%
4/30/2026 ATX Financial Planning LLC3,049$1.00M0.8%-6.8%0.005%
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4/30/2026 Ibex Wealth Advisors7,340$2.41M0.2%-3.3%0.011%
4/30/2026 Kestra Advisory Services LLC50,050$16.45M0.1%-9.4%0.076%
4/30/2026 Money Concepts Capital Corp13,518$4.44M0.2%-1.9%0.021%
4/30/2026 First Interstate Bank1,382$454K0.0%-94.4%0.002%
4/30/2026 IAG Wealth Partners LLC462$152K0.0%+5.7%0.001%
4/29/2026 Cvfg LLC2,546$837K0.1%+10.5%0.004%
4/29/2026 KERR FINANCIAL PLANNING Corp555$182K0.2%-65.2%0.001%
4/29/2026 Armor Investment Advisors LLC8,094$2.66M1.0%-6.9%0.012%
4/29/2026 United Asset Strategies Inc.58,924$19.37M1.5%+0.2%0.089%
4/29/2026 Centerpoint Advisory Group1,441$474K0.4%N/A0.002%


SOXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 971 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.02B), Goldman Sachs Group Inc. ($874.73M), Morgan Stanley ($713.31M), LPL Financial LLC ($313.73M), Wells Fargo & Company MN ($290.21M), Bank of Nova Scotia ($279.77M), and Healthcare of Ontario Pension Plan Trust Fund ($193.91M).Learn more on iShares Semiconductor ETF's institutional investors.

Of the 886 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 ($15.22M), Healthcare of Ontario Pension Plan Trust Fund ($2.72M), Clal Insurance Enterprises Holdings Ltd ($1.61M), Bank of Nova Scotia ($946.82K), Goldman Sachs Group Inc. ($941.36K), Oasis Management Co Ltd. ($804.40K), and BNP Paribas Financial Markets ($739.19K).

Institutional investors have bought a total of 10,421,055 shares in the last 24 months. This purchase volume represents approximately $3.03B in transactions.

Of the 405 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: Millennium Management LLC ($1.04M), Healthcare of Ontario Pension Plan Trust Fund ($995K), Quadrature Capital Ltd ($510.55K), JPMorgan Chase & Co. ($250.66K), Corient Private Wealth LLC ($221.91K), Northwestern Mutual Wealth Management Co. ($198.08K), and Clal Insurance Enterprises Holdings Ltd ($195.25K).

Institutional investors have sold a total of 5,011,181 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.



This page (NASDAQ:SOXX) was last updated on 5/27/2026 by MarketBeat.com Staff.
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