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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$174.11 +0.71 (+0.41%)
Closing price 04:00 PM Eastern
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$169.20 -4.91 (-2.82%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Semiconductor ETF (NASDAQ:SOXX)

Number of
Institutional Buyers
(last 12 months)
612
Total
Institutional Inflows
(last 12 months)
$6.56B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$5.76B
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SOXX Institutional Buying and Selling by Quarter

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iShares Semiconductor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Kelly Financial Services LLC25,064$4.72M1.6%+7.7%0.042%
4/15/2025GPS Wealth Strategies Group LLC1,686$317K0.0%+12.1%0.003%
4/15/2025Zhang Financial LLC2,194$413K0.0%-16.3%0.004%
4/15/2025McKinley Carter Wealth Services Inc.1,617$304K0.0%+4.3%0.003%
4/15/2025Focus Financial Network Inc.9,627$1.81M0.1%+3.2%0.016%
4/15/2025Donaldson Capital Management LLC319,441$60.11M2.3%+2.2%0.533%
4/15/2025SG Americas Securities LLC101,860$19.17M0.1%+49.9%0.170%
4/15/2025Wealthcare Advisory Partners LLC7,595$1.43M0.0%-30.7%0.013%
4/15/2025Trust Co. of Oklahoma3,641$685K0.2%-43.9%0.006%
4/15/2025Signet Financial Management LLC2,719$512K0.1%-3.5%0.005%
4/14/2025 Pallas Capital Advisors LLC8,558$1.61M0.1%-2.7%0.014%
4/14/2025 WFA Asset Management Corp1,188$224K0.1%-49.9%0.002%
4/14/2025 Farther Finance Advisors LLC10,549$1.99M0.1%+31.7%0.018%
4/14/2025 City Holding Co.5,660$1.07M0.1%-14.7%0.009%
4/14/2025 IMC Chicago LLC110,586$20.81M0.0%-18.3%0.185%
4/14/2025 Moss Adams Wealth Advisors LLC13,820$2.60M0.3%N/A0.023%
4/14/2025 Toth Financial Advisory Corp29,300$5.51M0.7%-33.1%0.049%
4/14/2025 Outlook Wealth Advisors LLC1,152$217K0.1%+23.9%0.002%
4/14/2025 Park Avenue Securities LLC18,721$3.52M0.0%+18.2%0.031%
4/14/2025 Miracle Mile Advisors LLC14,689$2.76M0.1%+34.6%0.025%
4/14/2025 Patriot Financial Group Insurance Agency LLC3,798$715K0.1%+20.7%0.006%
4/11/2025 Independence Bank of Kentucky2,496$470K0.1%-39.1%0.004%
4/11/2025 StoneCrest Wealth Management Inc.2,845$535K0.3%-21.8%0.005%
4/11/2025 First National Corp MA ADV16,898$3.18M0.7%-26.7%0.029%
4/11/2025 Pines Wealth Management LLC3,060$576K0.2%+41.7%0.005%
4/11/2025 Ehrlich Financial Group2,789$525K0.4%N/A0.005%
4/11/2025 Magnus Financial Group LLC11,828$2.23M0.2%-11.0%0.021%
4/11/2025 Affinity Wealth Management LLC1,261$237K0.0%-99.1%0.002%
4/11/2025 AFG Fiduciary Services Limited Partnership7,275$1.34M0.4%+85.4%0.013%
4/10/2025 Retirement Planning Group LLC5,679$1.07M0.1%-31.3%0.010%
4/10/2025 Cypress Wealth Services LLC1,708$321K0.1%+4.8%0.003%
4/10/2025 Wealth Management Partners LLC2,776$522K0.2%N/A0.005%
4/10/2025 Key Client Fiduciary Advisors LLC1,326$250K0.1%+14.2%0.002%
4/10/2025 Bremer Bank National Association25,166$4.74M0.8%N/A0.044%
4/10/2025 Juncture Wealth Strategies LLC5,550$1.04M0.4%+3.1%0.010%
4/9/2025 RFG Advisory LLC14,556$2.74M0.1%-60.3%0.025%
4/9/2025 Fulton Bank N.A.28,350$5.34M0.2%-10.7%0.049%
4/9/2025 HBW Advisory Services LLC1,268$239K0.0%-13.6%0.002%
4/9/2025 Roxbury Financial LLC313$65K0.1%+26.2%0.001%
4/9/2025 Flagstar Advisors Inc.2,904$546K0.1%+9.0%0.005%
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4/9/2025 Fragasso Financial Advisors Inc1,487$280K0.0%+9.1%0.003%
4/9/2025 NBC Securities Inc.254$47K0.0%N/A0.000%
4/9/2025 CenterStar Asset Management LLC2,523$475K0.1%N/A0.004%
4/8/2025 Avondale Wealth Management7,125$1.34M0.8%+152.2%0.012%
4/8/2025 Advisory Alpha LLC1,782$335K0.0%-51.3%0.003%
4/8/2025 Parallel Advisors LLC396$75K0.0%-15.0%0.001%
4/7/2025 GAMMA Investing LLC35,000$6.59M0.0%+18,717.2%0.061%
4/7/2025 AdvisorNet Financial Inc363$68K0.0%-38.5%0.001%
4/2/2025 Marcum Wealth LLC1,595$300K0.0%N/A0.003%
4/1/2025 First Financial Bank Trust Division6,460$1.22M0.1%-20.5%0.010%
3/27/2025Milestone Asset Management Group LLC950$205K0.2%N/A0.002%
3/24/2025Mascagni Wealth Management Inc.578$125K0.1%N/A0.001%
3/21/2025Prostatis Group LLC11,014$2.37M0.7%-37.0%0.019%
3/17/2025Wealth Enhancement Advisory Services LLC29,577$6.37M0.0%-0.4%0.048%
3/12/2025Centaurus Financial Inc.2,136$460K0.0%-22.5%0.003%
3/10/2025Capstone Triton Financial Group LLC5,206$1.12M0.7%-2.5%0.008%
2/28/2025Park Square Financial Group LLC1,646$355K0.2%N/A0.003%
2/28/2025Brooklyn FI LLC42,240$9.42M1.5%N/A0.068%
2/25/2025Heck Capital Advisors LLC300$65K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.10,026$2.16M0.1%-32.4%0.016%
2/25/2025Integrated Advisors Network LLC6,422$1.38M0.1%+9.3%0.010%
2/24/2025Liberty Square Wealth Partners LLC1,731$386K0.1%N/A0.003%
2/20/2025Mackenzie Financial Corp1,500$323K0.0%-25.4%0.002%
2/19/2025Toronto Dominion Bank2,279$491K0.0%+14,143.8%0.004%
2/18/2025Sunbelt Securities Inc.5,601$1.22M0.1%-17.8%0.009%
2/18/2025GTS Securities LLC25,036$5.40M0.3%-281.5%0.040%
2/18/2025 Retirement Planning Group LLC8,261$1.78M0.1%-37.6%0.013%
2/18/202510Elms LLP3,310$713K0.7%N/A0.005%
2/18/2025Focus Partners Advisor Solutions LLC1,781$384K0.0%-41.0%0.003%
2/18/2025First Heartland Consultants Inc.3,248$700K0.1%+1.7%0.005%
2/18/2025Delta Investment Management LLC2,031$438K0.1%-8.6%0.003%
2/17/2025Waverly Advisors LLC1,686$363K0.0%+14.1%0.003%
2/17/2025Whitford Management LLC11,830$2.55M0.7%N/A0.019%
2/17/2025Williams Jones Wealth Management LLC.1,050$226K0.0%N/A0.002%
2/17/2025Vienna Asset Management LLC9,224$1.99M1.3%-38.0%0.015%
2/17/2025WBI Investments LLC3,022$651K0.2%+39.8%0.005%
2/17/2025Stonebrook Private Inc.1,031$222K0.1%N/A0.002%
2/17/2025Strategic Wealth Partners Ltd.4,345$968K0.1%+6.4%0.007%
2/17/2025Toronto Dominion Bank2,279$491K0.0%+14,143.8%0.004%
2/17/2025Safe Harbor Fiduciary LLC500$108K0.1%N/A0.001%
2/17/2025Safeguard Investment Advisory Group LLC5,676$1.22M0.3%-2.8%0.009%
2/17/2025Snowden Capital Advisors LLC2,453$529K0.0%+13.7%0.004%
2/17/2025Royal Bank of Canada445,806$96.07M0.0%+9.7%0.720%
2/17/2025Quantinno Capital Management LP1,009$217K0.0%N/A0.002%
2/17/2025Northeast Financial Consultants Inc1,721$371K0.0%-73.3%0.003%
2/17/2025LMR Partners LLP260,000$56.03M0.5%+30.0%0.420%
2/17/2025J. Goldman & Co LP69,200$14.91M0.4%N/A0.112%
2/17/2025KKM Financial LLC19,789$4.27M1.8%+2.0%0.032%
2/17/2025Focus Partners Wealth50,207$10.83M0.0%+514.0%0.081%
2/17/2025First Manhattan CO. LLC.99,786$21.50M0.1%+9.3%0.161%
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2/17/2025Clear Street Derivatives LLC22,958$4.95M0.1%+39.6%0.037%
2/17/2025D. E. Shaw & Co. Inc.443,158$95.50M0.1%N/A0.716%
2/17/2025EP Wealth Advisors LLC9,783$2.11M0.0%-4.1%0.016%
2/17/2025Colonial Trust Co SC1,020$220K0.0%-12.8%0.002%
2/17/2025CoreCap Advisors LLC531$114K0.0%-16.1%0.001%
2/17/2025Cresset Asset Management LLC2,472$533K0.0%-15.8%0.004%
2/17/2025Cambridge Investment Research Advisors Inc.213,610$46.03M0.2%-0.9%0.345%
2/17/2025Caption Management LLC3,000$646K0.0%N/A0.005%
2/17/2025Cetera Investment Advisers154,119$33.21M0.1%-20.1%0.249%
2/17/2025Captrust Financial Advisors4,856$1.05M0.0%-1.4%0.008%
(Data available from 1/1/2016 forward)

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SOXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOXX shares?

During the previous two years, 843 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were Healthcare of Ontario Pension Plan Trust Fund ($682.55M), Clal Insurance Enterprises Holdings Ltd ($289.40M), Morgan Stanley ($270.70M), JPMorgan Chase & Co. ($239.48M), UBS Group AG ($188.71M), LPL Financial LLC ($169.51M), and Wells Fargo & Company MN ($161.91M).Learn more on SOXX's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF stock?

Of the 773 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: International Assets Investment Management LLC ($15.95M), Healthcare of Ontario Pension Plan Trust Fund ($2.88M), Clal Insurance Enterprises Holdings Ltd ($1.34M), BNP Paribas Financial Markets ($1.29M), Strategic Financial Concepts LLC ($519.53K), Global Assets Advisory LLC ($475.32K), and EP Wealth Advisors LLC ($459.58K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 32,921,921 shares in the last 24 months. This purchase volume represents approximately $7.50B in transactions.

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

Of the 408 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: International Assets Investment Management LLC ($15.22M), Mercer Global Advisors Inc. ADV ($8.71M), Healthcare of Ontario Pension Plan Trust Fund ($250K), Wells Fargo & Company MN ($200.03K), Mirae Asset Securities USA Inc. ($199.75K), Citigroup Inc. ($173.81K), and Jane Street Group LLC ($162.79K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 28,227,305 shares in the last 24 months. This volume of shares sold represents approximately $6.12B in transactions.



This page (NASDAQ:SOXX) was last updated on 4/15/2025 by MarketBeat.com Staff
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