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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$492.36 -14.51 (-2.86%)
As of 12:51 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
622
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
417
Total
Institutional Outflows
(last 12 months)
$1.80B
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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
5/7/2026Greenwood Gearhart LLC117,444$38.60M2.1%-0.1%0.181%
5/7/2026Marshall & Sterling Wealth Advisors Inc.2,138$703K0.5%+108.6%0.003%
5/7/2026Vision Retirement LLC10,747$3.53M1.0%+6.6%0.017%
5/7/2026Valley Wealth Managers Inc.11,458$3.77M0.2%+12.6%0.018%
5/6/2026Annis Gardner Whiting Capital Advisors LLC571$188K0.0%+18.2%0.001%
5/6/2026Quadrant Private Wealth Management LLC1,249$411K0.1%N/A0.002%
5/6/2026Kesler Norman & Wride LLC1,724$567K0.1%+155.8%0.003%
5/6/2026Modera Wealth Management LLC979$322K0.0%-3.9%0.002%
5/6/2026Assetmark Inc.6,048$1.99M0.0%+5.4%0.009%
5/6/2026Bauman 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%
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%
4/29/2026 Integrated Advisors Network LLC699$230K0.0%-36.6%0.001%
4/29/2026 Kiley Juergens Wealth Management LLC692$227K0.0%N/A0.001%
4/28/2026 Fortitude Advisory Group L.L.C.3,032$996K0.4%-0.8%0.005%
4/28/2026 Ascentis Independent Advisors2,888$949K0.1%+130.7%0.004%
4/28/2026 GM Advisory Group LLC145,424$47.80M1.8%+0.3%0.218%
4/28/2026 Pennsylvania Capital Management Inc. ADV8,021$2.64M0.8%+3.6%0.012%
4/28/2026 Bravias Capital Group LLC2,123$698K0.5%+11.6%0.003%
4/28/2026 Forte Asset Management LLC7,589$2.49M1.1%-0.6%0.011%
4/28/2026 Koshinski Asset Management Inc.10,046$3.30M0.2%+1.9%0.015%
4/28/2026 Geremia Financial Services LLC32,958$10.83M8.8%-0.3%0.049%
4/28/2026 Beacon Financial Advisory LLC2,889$949K0.2%+2.7%0.004%
4/28/2026 Wealthstar Advisors LLC1,618$532K0.2%-2.9%0.002%
4/27/2026 Apeiron RIA LLC5,576$1.83M0.4%+6.3%0.008%
4/27/2026 HB Wealth Management LLC2,578$847K0.0%+1.6%0.004%
4/27/2026 Moran Wealth Management LLC5,420$1.78M0.1%N/A0.008%
4/27/2026 PFG Investments LLC10,844$3.56M0.2%-5.4%0.016%
4/27/2026 BIP Wealth LLC634$208K0.0%N/A0.001%
4/27/2026 World Investment Advisors5,423$1.78M0.0%+1.4%0.008%
4/27/2026 Lodestar Private Asset Management LLC2,006$659K0.1%+1.3%0.003%
4/27/2026 Private Advisor Group LLC39,219$12.89M0.1%+5.4%0.059%
4/27/2026 Y Intercept Hong Kong Ltd6,110$2.01M0.0%N/A0.009%
4/27/2026 Three Cord True Wealth Management LLC795$261K0.1%+11.8%0.001%
4/27/2026 Elevation Point Wealth Partners LLC17,559$5.77M0.1%+570.4%0.026%
4/27/2026 Sound Income Strategies LLC199$67K0.0%-44.6%0.000%
4/25/2026 Keybank National Association OH9,328$3.07M0.0%+0.8%0.014%
4/25/2026 Physician Wealth Advisors Inc.874$287K0.0%+4.5%0.001%
4/24/2026 Root Financial Partners LLC4,475$1.47M0.1%+55.1%0.007%
4/24/2026 Essex Financial Services Inc.7,654$2.52M0.1%-2.7%0.011%
4/24/2026 Alaska Wealth Advisors LLC11,882$3.91M0.5%-15.8%0.018%
4/24/2026 Alaska Permanent Capital Management LLC19,042$6.26M0.4%-53.9%0.028%
4/24/2026 Fulton Bank N.A.28,252$9.29M0.3%+0.6%0.042%
4/23/2026 Pathway Financial Advisers LLC2,135$702K0.2%+1.6%0.003%
4/23/2026 Spinnaker Trust27,903$9.17M0.5%+1.1%0.041%
4/23/2026 Capital Investment Counsel LLC39,098$12.85M1.8%-4.7%0.058%
4/23/2026 EWA LLC13,243$4.35M1.0%-12.1%0.020%
4/23/2026 Bigelow Investment Advisors LLC781$257K0.1%N/A0.001%
4/23/2026 Continuum Advisory LLC5,234$1.72M0.2%+1.7%0.008%
4/23/2026 Apollon Financial LLC2,549$838K0.1%-2.3%0.004%
4/23/2026 Apollon Wealth Management LLC9,691$3.19M0.1%-3.9%0.014%
4/23/2026 Riverbend Wealth Management LLC1,174$386K0.2%+6.1%0.002%
4/22/2026 Patriot Financial Group Insurance Agency LLC4,454$1.46M0.1%+114.1%0.007%


SOXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOXX shares?

During the previous two years, 976 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($874.73M), Morgan Stanley ($713.31M), Bank of America Corp DE ($562.84M), Healthcare of Ontario Pension Plan Trust Fund ($355.36M), LPL Financial LLC ($313.73M), Wells Fargo & Company MN ($290.21M), and BNP Paribas Financial Markets ($182.20M).Learn more on iShares Semiconductor ETF's institutional investors.

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

Of the 899 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 ($2.88M), Clal Insurance Enterprises Holdings Ltd ($1.54M), Goldman Sachs Group Inc. ($941.36K), Oasis Management Co Ltd. ($804.40K), BNP Paribas Financial Markets ($739.19K), and Bank of Nova Scotia ($547.21K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 9,832,605 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

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

Of the 415 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: Clal Insurance Enterprises Holdings Ltd ($1.53M), Millennium Management LLC ($1.11M), Goldman Sachs Group Inc. ($995.34K), Quadrature Capital Ltd ($510.55K), Healthcare of Ontario Pension Plan Trust Fund ($405K), Bank of Nova Scotia ($256.35K), and JPMorgan Chase & Co. ($250.66K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 7,411,747 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.



This page (NASDAQ:SOXX) was last updated on 5/7/2026 by MarketBeat.com Staff.
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