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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$567.44 +6.65 (+1.19%)
Closing price 09/29/2026 04:00 PM Eastern
Extended Trading
$565.34 -2.10 (-0.37%)
As of 06:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Semiconductor ETF (NASDAQ:SOXX)

Number of
Institutional Buyers
(last 12 months)
555
Total
Institutional Inflows
(last 12 months)
$2.83B
Number of
Institutional Sellers
(last 12 months)
341
Total
Institutional Outflows
(last 12 months)
$1.32B
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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
9/25/2026Atomic Invest LLC77$47K0.0%+108.1%0.000%
9/23/2026QRG Capital Management Inc.500$320K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.1,064$682K0.0%N/A0.001%
9/23/2026Envestnet Asset Management Inc.163,012$104.45M0.0%+5.7%0.190%
9/18/2026Security National Bank of Sioux City Iowa IA90$58K0.0%N/A0.000%
9/15/2026Anchor Investment Management LLC14,267$9.14M0.7%-19.3%0.016%
9/9/2026Sequoia Financial Advisors LLC2,221$1.42M0.0%+4.3%0.002%
9/9/2026IPG Investment Advisors LLC1,422$911K0.1%-4.0%0.002%
9/9/2026Capital Analysts LLC780$499K0.0%+106.9%0.001%
9/9/2026Summit Financial Strategies Inc.489$313K0.0%N/A0.001%
9/9/2026Insight Wealth Partners LLC8,117$5.20M0.7%+3.7%0.009%
9/9/2026Teamwork Financial Advisors LLC393$252K0.0%N/A0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,495$2.24M0.1%-1.4%0.004%
9/9/2026Integrated Wealth Concepts LLC111,726$71.59M0.4%-0.7%0.125%
9/9/2026RFG Advisory LLC19,219$12.32M0.2%+319.1%0.021%
9/9/2026NewEdge Advisors LLC29,227$18.73M0.1%+26.9%0.033%
9/9/2026IFP Advisors Inc21,936$14.06M0.3%-2.7%0.024%
9/9/2026Squarepoint Ops LLC41,610$26.66M0.0%+2,421.8%0.046%
9/9/2026Baird Financial Group Inc.23,882$15.30M0.0%+12.7%0.027%
9/8/2026Allworth Financial LP6,930$4.44M0.0%+9.5%0.008%
9/8/2026Waverly Advisors LLC1,998$1.28M0.0%-44.5%0.002%
9/2/2026Range Advisory LLC315$202K0.0%N/A0.000%
9/2/2026Allianz Asset Management GmbH50,230$32.19M0.0%N/A0.056%
8/27/2026Corient Private Wealth LP124,691$79.90M0.1%-1.2%0.139%
8/27/2026Tucker Asset Management LLC602$386K0.1%+7.1%0.001%
8/26/2026HighTower Advisors LLC108,888$69.77M0.1%-8.1%0.121%
8/23/2026Ameritas Advisory Services LLC634$406K0.0%N/A0.001%
8/23/2026Wedmont Private Capital3,450$2.21M0.1%+16.8%0.004%
8/23/2026Morling Financial Advisors LLC137$88K0.0%N/A0.000%
8/23/2026Fortitude Advisory Group L.L.C.2,755$1.77M0.7%-9.1%0.003%
8/22/2026Schuylkill Financial LLC1,604$1.03M0.9%N/A0.002%
8/22/2026Compass Financial Management LLC286$183K0.0%N/A0.000%
8/22/2026William John Sempolinski7,906$5.07M2.0%N/A0.009%
8/22/2026Arbor Wealth Management LLC AZ354$227K0.2%N/A0.000%
8/22/2026Highland Investment Advisors LLC63$40K0.0%N/A0.000%
8/22/2026Box Hill Private Wealth LLC580$372K0.3%N/A0.001%
8/22/2026Washington Growth Strategies LLC9,548$6.12M3.4%+3.2%0.011%
8/22/2026Comprehensive Financial Planning Inc. PA7,820$5.01M2.7%+13.2%0.009%
8/22/2026Tudor Financial Inc.8,650$5.54M2.5%-83.9%0.010%
8/22/2026NWF Advisory Services Inc.1,662$1.07M0.1%N/A0.002%
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8/22/2026Syon Capital LLC526$337K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.65,681$39.35M0.1%+1.7%0.073%
8/22/2026Concurrent Investment Advisors LLC19,927$12.77M0.1%+32.4%0.022%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC27,349$17.52M2.7%N/A0.031%
8/21/2026Alley Investment Management Company LLC13,916$8.92M1.0%N/A0.016%
8/21/2026Integrity Financial Corp WA243$156K0.1%+358.5%0.000%
8/21/2026Andina Capital Management LLC1,421$911K1.5%+6.3%0.002%
8/21/2026KFG Wealth Management LLC1,924$1.23M0.1%-37.4%0.002%
8/21/2026Beacon Capital Management LLC364$234K0.0%N/A0.000%
8/21/2026Greenspring Advisors LLC5,401$3.46M0.2%+2.0%0.006%
8/21/2026Paragon Private Wealth Management LLC1,595$1.02M0.3%-11.8%0.002%
8/21/2026Continuum Advisory LLC5,027$3.22M0.3%-4.0%0.006%
8/21/2026Safeguard Investment Advisory Group LLC3,791$2.43M0.5%-0.9%0.004%
8/21/2026Round Rock Advisors LLC703$450K0.1%+3.2%0.001%
8/21/2026XML Financial LLC833$534K0.0%-32.1%0.001%
8/21/2026Tsfg LLC598$383K0.0%-4.3%0.001%
8/21/2026Symphony Financial Ltd. Co.336$212K0.0%N/A0.000%
8/21/2026Secure Asset Management LLC709$454K0.1%N/A0.001%
8/21/2026Independence Bank of Kentucky3,194$2.05M0.2%-1.5%0.004%
8/21/2026Acorn Wealth Advisors LLC2,338$1.50M0.3%+2.5%0.003%
8/21/2026Triumph Capital Management65$42K0.0%+44.4%0.000%
8/21/2026Rinkey Investments1,610$1.03M0.2%+2.5%0.002%
8/20/2026Nwam LLC522$334K0.0%N/A0.001%
8/20/2026Gill Capital Partners LLC616$395K0.1%+2,700.0%0.001%
8/20/2026Rehmann Capital Advisory Group3,241$2.08M0.1%+151.2%0.004%
8/20/2026CMH Wealth Management LLC25,661$16.44M2.5%-2.7%0.029%
8/20/2026CTC Alternative Strategies Ltd.16,600$10.64M15.7%N/A0.019%
8/20/2026Fosun International Ltd6,720$4.31M1.0%N/A0.007%
8/20/2026Moore Capital Management LP21,275$13.63M0.2%N/A0.024%
8/20/2026Sigma Planning Corp3,447$2.21M0.1%-12.2%0.004%
8/20/2026GTS Securities LLC4,321$2.77M0.1%-59.1%0.005%
8/20/2026Northwestern Mutual Wealth Management Co.189,891$121.67M0.1%-7.9%0.212%
8/20/2026Wedbush Securities Inc.3,133$2.01M0.1%+28.2%0.003%
8/20/2026Spinnaker Trust31,334$20.08M1.0%+12.3%0.035%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,572$4.85M0.0%-0.9%0.008%
8/19/2026Nissay Asset Management Corp Japan34,231$21.93M0.1%-12.2%0.038%
8/19/2026Tandem Capital Management Corp ADV559$358K0.2%N/A0.001%
8/19/2026Kingsview Wealth Management LLC17,070$10.94M0.1%+2.3%0.019%
8/18/2026Beacon Pointe Advisors LLC18,104$11.60M0.1%+0.4%0.020%
8/18/2026RB Capital Management LLC1,431$917K0.2%-22.8%0.002%
8/18/2026Glenview Trust Co987$632K0.0%-4.8%0.001%
8/18/2026Maxele Advisors LLC10,998$7.05M4.9%N/A0.012%
8/18/2026Empowered Funds LLC959$614K0.0%N/A0.001%
8/18/2026United Capital Financial Advisors LLC15,556$9.97M0.1%-3.1%0.017%
8/18/2026Camarda Financial Advisors LLC1,200$769K0.2%N/A0.001%
8/18/2026Equitable Holdings Inc.40,098$25.69M0.2%-25.2%0.045%
8/18/2026Centaurus Financial Inc.452$290K0.0%-29.3%0.001%
8/18/2026Coastal Bridge Advisors LLC371$238K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP124,854$80.00M0.1%-1.1%0.139%
8/17/2026Plotkin Financial Advisors LLC450$288K0.1%-27.9%0.001%
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8/17/2026Ausdal Financial Partners Inc.4,626$2.96M0.1%+257.2%0.005%
8/17/2026Bank of America Corp DE2,966,152$1.90B0.1%-4.8%3.309%
8/17/2026Blodgett Wealth Advisors LLC450$288K0.2%N/A0.001%
8/7/2026Trust Co. of Vermont400$256K0.0%N/A0.000%
7/10/2026Annex Advisory Services LLC2,323$1.49M0.0%+5.8%0.003%
7/10/2026Accel Wealth Management567$363K0.1%N/A0.001%
7/10/2026Canvas Wealth Advisors LLC426$273K0.0%N/A0.001%
7/10/2026Fiduciary Financial Group LLC1,301$833K0.1%+78.2%0.002%
7/10/2026City Holding Co.4,361$2.79M0.3%-1.3%0.006%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,578$2.93M0.3%+3.3%0.006%


SOXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 982 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.90B), 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), Clal Insurance Enterprises Holdings Ltd ($1.61M), Healthcare of Ontario Pension Plan Trust Fund ($950K), 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 9,098,001 shares in the last 24 months. This purchase volume represents approximately $2.83B in transactions.

Of the 341 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 ($253.06K), Northwestern Mutual Wealth Management Co. ($214.33K), Clal Insurance Enterprises Holdings Ltd ($195.25K), Bank of America Corp DE ($149.13K), and Integrated Wealth Concepts LLC ($105.50K).

Institutional investors have sold a total of 4,052,696 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.



Institutional ownership data for NASDAQ:SOXX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/25/2026. New 13F filings are added each quarter as they're published.
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