iShares Semiconductor ETF (SOXX) Institutional Ownership

$220.24
+2.14 (+0.98%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
454
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$242.73M
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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
5/11/2024Spreng Capital Management Inc.1,884$426K0.2%+200.0%0.003%
5/11/2024Beaumont Financial Advisors LLC2,100$474K0.0%+67.9%0.004%
5/11/2024Continental Investors Services Inc.1,564$357K0.8%+200.2%0.003%
5/11/2024Jacobi Capital Management LLC1,101$249K0.0%+192.0%0.002%
5/11/2024Edgestream Partners L.P.2,096$474K0.0%+72.2%0.004%
5/11/2024Patten & Patten Inc. TN1,005$227K0.0%+171.6%0.002%
5/10/2024Osaic Holdings Inc.281,965$63.71M0.1%+169.8%0.487%
5/10/2024Councilmark Asset Management LLC1,125$254K0.2%N/A0.002%
5/10/2024Prevail Innovative Wealth Advisors LLC15,423$3.48M1.3%N/A0.027%
5/10/2024 GM Advisory Group LLC65,285$14.75M1.0%+213.5%0.113%
5/10/2024 Nwam LLC1,222$270K0.0%+200.2%0.002%
5/10/2024 Twin Tree Management LP222,369$50.24M0.1%+57,508.5%0.384%
5/9/2024 ProVise Management Group LLC1,920$434K0.0%+200.9%0.003%
5/9/2024 Leo Wealth LLC885$201K0.0%N/A0.002%
5/9/2024 Blair William & Co. IL19,979$4.51M0.0%+198.8%0.035%
5/9/2024 Kingsview Wealth Management LLC23,664$5.35M0.1%+171.7%0.041%
5/9/2024 Condor Capital Management9,527$2.15M0.2%+199.3%0.016%
5/9/2024 Delta Investment Management LLC2,241$506K0.1%+199.6%0.004%
5/9/2024 SageView Advisory Group LLC14,781$3.34M0.2%+1,044.0%0.026%
5/9/2024 Angeles Wealth Management LLC486$110K0.0%+52.4%0.001%
5/9/2024 Interchange Capital Partners LLC973$225K0.2%N/A0.002%
5/9/2024 Koshinski Asset Management Inc.11,113$2.51M0.3%+109.8%0.019%
5/8/2024 Barings LLC40,146$9.07M0.2%N/A0.069%
5/8/2024 Edmond DE Rothschild Holding S.A.2,757$623K0.0%-94.4%0.005%
5/8/2024 Private Wealth Advisors LLC2,190$495K0.2%+194.8%0.004%
5/8/2024 Heritage Wealth Advisors234$53K0.0%+116.7%0.000%
5/8/2024 Avantax Advisory Services Inc.26,579$6.01M0.1%+265.6%0.046%
5/8/2024 US Bancorp DE12,039$2.72M0.0%+193.3%0.021%
5/8/2024 Thoroughbred Financial Services LLC5,888$1.33M0.1%+194.7%0.010%
5/7/2024 Verus Capital Partners LLC2,690$608K0.1%+174.5%0.005%
5/7/2024 Choate Investment Advisors1,185$268K0.0%+200.0%0.002%
5/7/2024 White Lighthouse Investment Management Inc.1,641$371K0.1%+192.0%0.003%
5/7/2024 Concurrent Investment Advisors LLC6,373$1.44M0.1%+572.3%0.011%
5/7/2024 Montag A & Associates Inc.47,448$10.72M0.5%+212.2%0.082%
5/7/2024 KCM Investment Advisors LLC1,359$307K0.0%+186.7%0.002%
5/7/2024 Avalon Trust Co151,795$34.29M2.8%+201.6%0.262%
5/7/2024 Shared Vision Wealth Group LLC927$209K0.1%N/A0.002%
5/7/2024 PFG Advisors10,697$2.42M0.2%+194.3%0.018%
5/7/2024 Oppenheimer & Co. Inc.73,676$16.65M0.3%+197.6%0.127%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,266$964K0.0%+201.1%0.007%
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5/7/2024 Obermeyer Wood Investment Counsel Lllp2,406$544K0.0%+273.6%0.004%
5/7/2024 Wealthspire Advisors LLC3,342$755K0.0%+138.4%0.006%
5/7/2024 SG Americas Securities LLC57,733$13.04M0.1%+171.1%0.100%
5/6/2024 Quantbot Technologies LP7,862$1.78M0.1%+98.1%0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.4,449$1.01M0.0%+164.3%0.008%
5/6/2024 Concord Investment Counsel Inc.21,962$4.96M1.8%N/A0.038%
5/6/2024 VitalStone Financial LLC167$38K0.0%+1,418.2%0.000%
5/6/2024 Advisory Services Network LLC93,290$21.08M0.5%+193.0%0.161%
5/6/2024 Manchester Capital Management LLC300$68K0.0%+200.0%0.001%
5/6/2024 Advisory Alpha LLC3,205$724K0.0%+178.0%0.006%
5/4/2024 SPC Financial Inc.116,740$26.37M2.5%+196.5%0.202%
5/4/2024 Geneos Wealth Management Inc.5,360$1.21M0.1%+195.6%0.009%
5/4/2024 Essex LLC1,635$369K0.1%+189.4%0.003%
5/4/2024 Valley Wealth Managers Inc.46,769$10.57M0.8%+168.3%0.080%
5/4/2024 WBI Investments LLC942$213K0.0%N/A0.002%
5/4/2024 Csenge Advisory Group2,754$622K0.0%+92.7%0.005%
5/4/2024 Joseph P. Lucia & Associates LLC3,620$818K0.4%+230.6%0.006%
5/4/2024 Capital Management Associates NY3,420$773K0.9%+292.7%0.006%
5/3/2024 Gold Investment Management Ltd.11,776$2.66M1.1%+202.1%0.020%
5/3/2024 Forte Asset Management LLC7,977$1.80M1.1%+181.7%0.014%
5/3/2024 Southern Capital Advisors LLC989$224K0.1%N/A0.002%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,677$2.41M0.3%+191.6%0.018%
5/3/2024 Commerce Bank46,527$10.51M0.1%+201.8%0.080%
5/3/2024 Wellington Shields Capital Management LLC37,077$8.38M1.6%+260.4%0.064%
5/3/2024 Wellington Shields & Co. LLC309$70K0.0%+200.0%0.001%
5/3/2024 GSA Capital Partners LLP2,352$531K0.0%+132.9%0.004%
5/3/2024 Liberty Wealth Management LLC1,257$284K0.1%+238.8%0.002%
5/3/2024 Rinkey Investments1,347$304K0.1%+200.0%0.002%
5/3/2024 Absolute Capital Management LLC23,550$5.32M3.4%N/A0.040%
5/2/2024 Financial Counselors Inc.1,305$295K0.0%+210.7%0.002%
5/2/2024 Pittenger & Anderson Inc.225$51K0.0%+200.0%0.000%
5/2/2024 Clear Investment Research LLC363$82K0.1%+200.0%0.001%
5/2/2024 Elevate Wealth Advisory Inc.600$136K0.1%+200.0%0.001%
5/2/2024 BNP Paribas1,874$423K0.0%N/A0.003%
5/2/2024 Choreo LLC1,641$371K0.0%+200.0%0.003%
5/2/2024 Moloney Securities Asset Management LLC1,043$236K0.0%N/A0.002%
5/2/2024 Hollencrest Capital Management557$126K0.0%+199.5%0.001%
5/1/2024 Connecticut Wealth Management LLC3,534$798K0.0%+200.0%0.006%
5/1/2024 Janney Montgomery Scott LLC24,705$5.58M0.0%+218.4%0.042%
5/1/2024 BNP Paribas Financial Markets1,427,465$322.49M0.3%+354.2%2.455%
5/1/2024 Klingman & Associates LLC13,200$2.98M0.2%+200.0%0.023%
5/1/2024 Mirae Asset Global Investments Co. Ltd.167,798$37.91M0.1%+265.5%0.289%
5/1/2024 Concourse Financial Group Securities Inc.953$215K0.0%+82.9%0.002%
5/1/2024 BOK Financial Private Wealth Inc.150$34K0.0%+200.0%0.000%
5/1/2024 Retirement Group LLC1,726$390K0.1%+432.7%0.003%
5/1/2024 Mission Wealth Management LP1,022$231K0.0%N/A0.002%
5/1/2024 Sequoia Financial Advisors LLC1,078$243K0.0%N/A0.002%
4/30/2024 Private Advisor Group LLC28,091$6.35M0.0%+221.8%0.048%
4/30/2024 J.W. Cole Advisors Inc.9,961$2.25M0.1%+269.2%0.017%
4/30/2024 Hartline Investment Corp4,824$1.09M0.2%N/A0.008%
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4/30/2024 North Star Investment Management Corp.827$187K0.0%+200.7%0.001%
4/30/2024 HB Wealth Management LLC2,100$474K0.0%+200.0%0.004%
4/30/2024 SpiderRock Advisors LLC3,120$682K0.0%N/A0.005%
4/30/2024 Fountainhead AM LLC1,113$251K0.1%N/A0.002%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,284$289K0.0%-95.4%0.002%
4/30/2024 Macroview Investment Management LLC277$63K0.1%+422.6%0.000%
4/30/2024 Arkadios Wealth Advisors1,887$426K0.0%+216.6%0.003%
4/30/2024 Caprock Group LLC1,836$415K0.0%+200.0%0.003%
4/30/2024 Perigon Wealth Management LLC3,912$884K0.0%+165.0%0.007%
4/30/2024 Hazlett Burt & Watson Inc.1,145$259K0.2%+199.7%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, 687 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were BNP Paribas Financial Markets ($322.49M), Morgan Stanley ($270.70M), JPMorgan Chase & Co. ($257.10M), UBS Group AG ($188.71M), Wells Fargo & Company MN ($137.67M), Global Assets Advisory LLC ($107.39M), and BNP Paribas Arbitrage SA ($99.21M).Learn more on SOXX's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF stock?

Of the 633 institutional investors that purchased iShares Semiconductor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BNP Paribas Financial Markets ($1.21M), International Assets Investment Management LLC ($912.00K), Global Assets Advisory LLC ($475.32K), Twin Tree Management LP ($462.41K), EP Wealth Advisors LLC ($452.48K), JPMorgan Chase & Co. ($412.46K), and Osaic Holdings Inc. ($356.87K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 10,085,977 shares in the last 24 months. This purchase volume represents approximately $2.27B in transactions.

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

Of the 322 institutional investors that sold iShares Semiconductor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Twin Tree Management LP ($337.73K), Healthcare of Ontario Pension Plan Trust Fund ($250K), Harel Insurance Investments & Financial Services Ltd. ($226.59K), Assetmark Inc. ($163.37K), Money Concepts Capital Corp ($146.74K), BNP Paribas Arbitrage SNC ($146.43K), and Bank of Nova Scotia ($140.48K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 3,185,214 shares in the last 24 months. This volume of shares sold represents approximately $732.81M in transactions.


This page (NASDAQ:SOXX) was last updated on 5/12/2024 by MarketBeat.com Staff

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