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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$590.56 +28.53 (+5.08%)
As of 01:33 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Semiconductor ETF (NASDAQ:SOXX)

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
405
Total
Institutional Outflows
(last 12 months)
$1.44B
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Skip Chart & View Institutional Buying and Selling Data

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
7/9/2026HF Advisory Group LLC682$437K0.1%-16.0%0.001%
7/9/2026GoalVest Advisory LLC1,198$768K0.1%N/A0.002%
7/9/2026Tactive Advisors LLC520$333K0.1%N/A0.001%
7/9/2026Sax Wealth Advisors LLC2,552$1.64M0.1%N/A0.004%
7/9/2026Breakwater Capital Group634$406K0.0%-8.5%0.001%
7/9/2026Valeo Financial Advisors LLC4,328$2.77M0.1%-4.6%0.006%
7/8/2026AAFMAA Wealth Management & Trust LLC7,739$4.96M1.7%+4.0%0.011%
7/8/2026Strategic Investment Solutions Inc. IL2,921$1.87M0.4%-10.6%0.004%
7/8/2026First Heartland Consultants Inc.4,094$2.62M0.2%+26.6%0.006%
7/8/2026Teamwork Financial Advisors LLC393$252K0.0%N/A0.001%
7/8/2026Green Ridge Wealth Planning LLC9,028$5.79M2.4%-31.0%0.012%
7/8/2026Elevation Wealth Partners LLC85$55K0.0%+203.6%0.000%
7/8/2026Apella Capital LLC2,441$1.56M0.0%+3.0%0.003%
7/7/2026 Mechanics Bank Trust Department450$288K0.0%N/A0.001%
7/7/2026 Dynamic Advisor Solutions LLC21,586$13.83M0.4%-1.7%0.030%
7/7/2026 Willner & Heller LLC1,376$882K0.6%+1.6%0.002%
7/7/2026 GK Wealth Management LLC999$640K0.3%N/A0.001%
7/7/2026 Grant Private Wealth Management Inc1,037$664K0.3%-6.2%0.001%
7/7/2026 Avior Wealth Management LLC7,130$4.57M0.1%-1.6%0.010%
7/7/2026 Calder Financial LLC365$234K0.2%N/A0.001%
7/7/2026 Wisconsin Wealth Advisors LLC440$282K0.2%N/A0.001%
7/7/2026 CoreCap Advisors LLC1,538$985K0.0%-37.0%0.002%
7/7/2026 Howard Financial Services LTD.1,372$879K0.1%N/A0.002%
7/6/2026 Somerset Trust Co3,666$2.35M0.7%+13.0%0.005%
7/6/2026 RDA Financial Network1,956$1.25M0.3%-13.4%0.003%
7/2/2026 Silverleafe Capital Partners LLC23,239$14.89M4.1%-1.9%0.031%
7/2/2026 Box Hill Private Wealth LLC580$372K0.3%N/A0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB69$44K0.0%+245.0%0.000%
7/2/2026 Cedar Mountain Advisors LLC80$51K0.0%N/A0.000%
7/2/2026 KERR FINANCIAL PLANNING Corp495$317K0.3%-10.8%0.001%
7/1/2026 Trust Co of the South543$348K0.0%N/A0.001%
7/1/2026 Global Wealth Strategies & Associates13,880$8.89M1.7%+3.9%0.021%
6/18/2026Western Wealth Management LLC5,840$1.92M0.1%+4.7%0.009%
6/12/2026S&A Financial Services Inc.6,763$2.22M1.5%N/A0.010%
6/10/2026FAS Wealth Partners Inc.375$123K0.0%-10.7%0.001%
6/3/2026Parallel Advisors LLC1,151$378K0.0%+97.1%0.002%
6/3/2026NewEdge Advisors LLC23,030$7.57M0.0%+4.4%0.036%
6/1/2026Flagship Wealth Advisors LLC346$114K0.0%-63.7%0.001%
6/1/2026Dala Group LLC14,777$4.85M4.1%N/A0.023%
6/1/2026Keel Point LLC5,778$1.90M0.1%+436.0%0.009%
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5/26/2026Glenmede Trust Co. NA1,960$644K0.0%+8.0%0.003%
5/20/2026SOA Wealth Advisors LLC.1,925$633K0.1%-3.3%0.003%
5/19/2026Western Wealth Management LLC5,840$1.92M0.1%+4.7%0.009%
5/19/2026Sonoma Allocations LLC1,057$366K0.1%N/A0.002%
5/19/2026Paragon Private Wealth Management LLC1,808$594K0.2%-6.4%0.003%
5/19/2026Bank of America Corp DE3,115,278$1.02B0.1%+20.9%4.808%
5/19/2026Alexander Labrunerie & CO. Inc.23,067$7.58M2.8%-1.4%0.036%
5/19/2026Edgestream Partners L.P.731$240K0.0%-91.0%0.001%
5/19/2026Centaurus Financial Inc.639$210K0.0%-13.6%0.001%
5/19/2026Ashton Thomas Securities LLC7,422$2.44M0.3%N/A0.011%
5/19/2026Arkadios Wealth Advisors2,997$985K0.0%+1.9%0.005%
5/18/2026Sunbelt Securities Inc.7,705$2.53M0.2%+44.0%0.012%
5/18/2026Gould Capital LLC110$36K0.0%+39.2%0.000%
5/18/2026EverSource Wealth Advisors LLC807$265K0.0%-36.8%0.001%
5/18/2026Royal Bank of Canada433,384$142.44M0.0%+28.3%0.669%
5/18/2026Evelyn Partners Investment Management Europe Ltd11,219$3.69M1.3%-0.4%0.017%
5/16/2026KCM Investment Advisors LLC35,873$11.79M0.4%-0.5%0.055%
5/16/2026Quantinno Capital Management LP15,060$4.95M0.0%+20.8%0.023%
5/15/2026Blue Chip Partners LLC3,365$1.11M0.1%-5.6%0.005%
5/15/2026Matrix Private Capital Group LLC543$178K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC3,601$1.18M0.0%+1.0%0.006%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund590,000$193.91M0.3%-50.0%0.910%
5/14/2026Hilltop Holdings Inc.2,105$692K0.1%-8.8%0.003%
5/14/2026Modern Wealth Management LLC7,352$2.49M0.0%-1.9%0.011%
5/14/2026Noked Israel Ltd349,070$114.73M16.9%N/A0.539%
5/14/2026Bank of Nova Scotia851,229$279.77M0.5%+88.5%1.314%
5/14/2026Lido Advisors LLC17,433$5.73M0.0%-29.2%0.027%
5/14/2026Walleye Capital LLC15,021$4.94M0.0%N/A0.023%
5/13/2026Cetera Investment Advisers181,101$59.52M0.1%+7.1%0.279%
5/13/2026Parker Investment Management LLC1,409$463K0.1%N/A0.002%
5/13/2026Signature Equity Partners LLC3,263$1.07M0.6%-12.0%0.005%
5/13/2026NewEdge Wealth LLC7,649$2.51M0.0%-0.7%0.012%
5/12/2026CacheTech Inc.18,281$6.00M1.2%-2.6%0.028%
5/12/2026Clal Insurance Enterprises Holdings Ltd78,477$25.79M0.2%+1,111.6%0.121%
5/8/2026Pacific Sun Financial Corp6,471$2.13M1.0%+8.6%0.010%
5/8/2026PNC Financial Services Group Inc.13,338$4.38M0.0%+14.9%0.021%
5/8/2026Dale Q Rice Investment Management Ltd959$315K0.2%-4.4%0.001%
5/7/2026Florida Financial Advisors LLC2,161$710K0.2%+202.7%0.003%
5/7/2026Commonwealth Financial Services LLC16,342$5.37M0.9%-10.2%0.025%
5/7/2026Lowe Brockenbrough & Co. Inc.32,692$10.75M0.5%-2.7%0.050%
5/7/2026Parallel Advisors LLC1,151$378K0.0%+97.1%0.002%
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%
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5/6/2026Bauman Advisory Group LLC1,653$543K0.4%+6.5%0.003%
5/6/2026SteelPeak Wealth LLC19,420$6.38M0.2%+45.7%0.030%
5/6/2026Independent Financial Group LLC17,638$5.80M0.2%N/A0.027%
5/6/2026Prosperity Consulting Group LLC9,581$3.15M0.1%+3.3%0.015%
5/5/2026Wealthfront Advisers LLC48,342$15.89M0.0%+20.4%0.075%
5/5/2026Beaumont Financial Advisors LLC2,441$802K0.1%-1.3%0.004%
5/5/2026Bank of New York Mellon Corp2,537$834K0.0%N/A0.004%
5/5/2026Theory Financial LLC13,323$4.38M1.5%-22.0%0.021%
5/5/2026IMC Chicago LLC22,161$7.28M0.0%+8.0%0.034%
5/5/2026Robinson Value Management Ltd.5,249$1.73M1.0%-6.6%0.008%


SOXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 985 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 898 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 10,408,710 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 5,006,682 shares in the last 24 months. This volume of shares sold represents approximately $1.44B in transactions.


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This page (NASDAQ:SOXX) was last updated on 7/9/2026 by MarketBeat.com Staff.
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