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iShares Semiconductor ETF (SOXX) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
556
Total
Institutional Inflows
(last 12 months)
$6.14B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$3.62B
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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
1/21/2025Brighton Jones LLC1,642$354K0.0%-8.7%0.003%
1/17/2025 Apeiron RIA LLC5,874$1.27M0.4%-22.0%0.009%
1/17/2025 Madrona Financial Services LLC1,521$328K0.1%-3.8%0.002%
1/17/2025 Trust Co. of Oklahoma6,492$1.40M0.4%-18.8%0.010%
1/17/2025 Avior Wealth Management LLC8,039$1.73M0.1%-2.0%0.012%
1/17/2025 MinichMacGregor Wealth Management LLC1,197$258K0.1%+48.9%0.002%
1/17/2025 Mutual Advisors LLC3,464$774K0.0%+58.8%0.005%
1/17/2025 Traynor Capital Management Inc.32,773$7.06M0.5%-10.2%0.050%
1/17/2025 Independent Wealth Network Inc.4,495$969K0.4%+10.2%0.007%
1/17/2025 Janney Montgomery Scott LLC28,837$6.21M0.0%+12.4%0.044%
1/17/2025 SG Americas Securities LLC67,952$14.64M0.1%-23.6%0.104%
1/17/2025 Evolution Wealth Advisors LLC7,372$1.59M0.3%-22.4%0.011%
1/17/2025 Magnus Financial Group LLC13,287$2.86M0.3%+3.0%0.020%
1/17/2025 Finley Financial LLC2,085$465K0.2%N/A0.003%
1/17/2025 Albion Financial Group UT7,462$1.61M0.1%-5.3%0.011%
1/17/2025 Advisory Alpha LLC3,658$788K0.0%+4.5%0.006%
1/17/2025 Dakota Wealth Management1,149$248K0.0%-11.5%0.002%
1/17/2025 AFG Fiduciary Services Limited Partnership3,925$876K0.3%-5.8%0.006%
1/17/2025 Beaumont Financial Advisors LLC2,733$589K0.0%-22.9%0.004%
1/17/2025 Wall Street Financial Group Inc.27,942$6.02M5.9%+16.0%0.043%
1/17/2025 Alpha Cubed Investments LLC28,350$6.11M0.3%+2,615.5%0.044%
1/16/2025 Royal Fund Management LLC43,545$9.38M0.9%-64.1%0.067%
1/16/2025 Tudor Financial Inc.2,940$634K0.4%-26.3%0.005%
1/16/2025 CMH Wealth Management LLC29,327$6.32M1.4%+1.0%0.045%
1/16/2025 Koshinski Asset Management Inc.10,093$2.18M0.0%+1.1%0.015%
1/16/2025 Zhang Financial LLC2,620$565K0.0%-14.7%0.004%
1/16/2025 Willner & Heller LLC1,573$339K0.3%-14.1%0.002%
1/16/2025 City Holding Co.6,635$1.43M0.2%+3.6%0.010%
1/16/2025 RoundAngle Advisors LLC3,513$757K0.7%N/A0.005%
1/16/2025 Kelly Financial Services LLC23,282$5.02M1.5%+4.6%0.036%
1/15/2025 Astoria Portfolio Advisors LLC.1,180$258K0.1%-12.4%0.002%
1/15/2025 Herbst Group LLC13,488$2.91M1.8%-5.6%0.021%
1/15/2025 Ameritas Advisory Services LLC949$205K0.0%N/A0.001%
1/15/2025 HB Wealth Management LLC2,690$580K0.0%-4.9%0.004%
1/15/2025 Arkadios Wealth Advisors1,001$216K0.0%-7.1%0.002%
1/15/2025 Selective Wealth Management Inc.1,877$411K0.2%+15.5%0.003%
1/15/2025 Merit Financial Group LLC11,725$2.53M0.0%+8.1%0.018%
1/15/2025 Wealthcare Advisory Partners LLC10,952$2.36M0.1%+5.5%0.017%
1/15/2025 RDA Financial Network2,383$514K0.1%-13.6%0.004%
1/15/2025 StoneCrest Wealth Management Inc.3,637$784K0.5%-3.7%0.006%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/15/2025 Kraematon Investment Advisors Inc.1,611$347K0.3%-28.0%0.002%
1/15/2025 Cvfg LLC1,986$428K0.4%N/A0.003%
1/15/2025 Fermata Advisors LLC1,095$236K0.0%-42.3%0.002%
1/15/2025 Carnegie Investment Counsel2,904$626K0.0%+26.2%0.004%
1/15/2025 Cordant Inc.300$65K0.0%N/A0.000%
1/14/2025 Outlook Wealth Advisors LLC930$200K0.1%-19.1%0.001%
1/14/2025 Park Avenue Securities LLC15,840$3.41M0.0%+26.0%0.024%
1/14/2025 Rockland Trust Co.7,475$1.61M0.1%-5.7%0.012%
1/14/2025 Pines Wealth Management LLC2,160$471K0.2%N/A0.003%
1/14/2025 Accurate Wealth Management LLC1,653$361K0.1%+64.2%0.003%
1/14/2025 Sharper & Granite LLC2,462$531K0.2%+116.5%0.004%
1/14/2025 Rosenberg Matthew Hamilton1,184$255K0.1%+9.6%0.002%
1/13/2025 Dale Q Rice Investment Management Ltd2,131$459K0.2%N/A0.003%
1/13/2025 PSI Advisors LLC2,752$593K0.2%+9.3%0.004%
1/13/2025 Tsfg LLC9,498$2.05M0.4%+10.8%0.015%
1/13/2025 Pallas Capital Advisors LLC8,796$1.90M0.1%-4.1%0.014%
1/13/2025 Miracle Mile Advisors LLC10,911$2.35M0.0%+10.1%0.017%
1/13/2025 Eastern Bank693$149K0.0%+39.2%0.001%
1/13/2025 Cadent Capital Advisors LLC3,026$652K0.2%-91.6%0.005%
1/13/2025 Kieckhefer Group LLC399$86K0.1%N/A0.001%
1/13/2025 Brookstone Capital Management11,928$2.57M0.0%+92.4%0.018%
1/13/2025 Matrix Trust Co9,712$2.09M0.4%+33.6%0.015%
1/13/2025 Aprio Wealth Management LLC20,895$4.50M0.7%+38.1%0.032%
1/10/2025 Wealth Enhancement Advisory Services LLC30,223$6.97M0.0%+1.8%0.047%
1/10/2025 Avondale Wealth Management2,825$609K0.4%-41.4%0.004%
1/8/2025 Fulton Bank N.A.31,762$6.84M0.3%-2.2%0.049%
1/8/2025 International Assets Investment Management LLC3,848$834K0.0%-100.0%0.006%
1/7/2025 Legend Financial Advisors Inc.50,014$10.78M7.6%-1.0%0.078%
1/7/2025 Diversified Trust Co1,928$415K0.0%+7.2%0.003%
1/3/2025 Integrated Capital Management LLC15,585$3.36M1.8%+1,302.8%0.024%
1/2/2025 First Financial Bank Trust Division8,123$1.75M0.2%-1.4%0.013%
12/26/2024JPMorgan Chase & Co.1,244,540$286.98M0.0%+2.0%1.940%
12/13/2024B. Riley Wealth Advisors Inc.14,833$3.41M0.1%+145.9%0.023%
11/27/2024Franklin Resources Inc.6,650$1.60M0.0%+84.5%0.010%
11/26/2024Peapack Gladstone Financial Corp2,249$519K0.0%+44.2%0.004%
11/25/2024Synovus Financial Corp3,358$774K0.0%-5.0%0.005%
11/25/2024Wilmington Savings Fund Society FSB398$92K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC874$202K0.0%-8.8%0.001%
11/25/2024Sanctuary Advisors LLC29,564$6.39M0.0%-5.2%0.046%
11/21/2024Anchor Investment Management LLC17,232$3.97M0.4%+5.6%0.027%
11/21/2024 Tudor Financial Inc.3,987$919K0.6%N/A0.006%
11/18/2024Rehmann Capital Advisory Group1,484$342K0.0%N/A0.002%
11/18/2024Virtue Capital Management LLC1,990$459K0.1%+68.9%0.003%
11/18/2024Sunbelt Securities Inc.6,810$1.57M0.2%-16.5%0.011%
11/18/2024Cresta Advisors Ltd.1,212$279K0.1%-95.1%0.002%
11/18/2024Continental Investors Services Inc.1,569$352K0.7%-3.5%0.002%
11/18/2024Coldstream Capital Management Inc.1,728$398K0.0%-6.0%0.003%
11/18/2024RB Capital Management LLC1,976$456K0.1%+11.4%0.003%
11/15/2024Goodman Advisory Group LLC1,863$430K0.1%-18.2%0.003%
11/15/2024Greenwood Gearhart Inc.95,861$22.11M1.8%+9.6%0.149%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/15/2024Executive Wealth Management LLC1,637$377K0.0%N/A0.003%
11/15/2024Barclays PLC426,035$98.24M0.0%+24.3%0.664%
11/15/2024LRI Investments LLC1,068$233K0.0%+612.0%0.002%
11/15/2024EWA LLC15,026$3.28M1.2%+11.7%0.023%
11/15/2024MML Investors Services LLC196,583$45.33M0.2%-4.6%0.306%
11/15/2024Pacific Center for Financial Services4,456$1.03M0.3%+22.1%0.007%
11/15/2024Northeast Financial Consultants Inc6,436$1.48M0.1%+13.8%0.010%
11/15/2024Main Management LLC6,974$1.61M0.1%+5.6%0.011%
11/15/2024Orion Portfolio Solutions LLC883$204K0.0%-75.3%0.001%
11/15/2024National Bank of Canada FI13,515$3.12M0.0%+4.4%0.021%
(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, 777 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), Mercer Global Advisors Inc. ADV ($345.67M), BNP Paribas Financial Markets ($322.49M), JPMorgan Chase & Co. ($286.98M), Morgan Stanley ($270.70M), UBS Group AG ($188.71M), and LPL Financial LLC ($176.47M).Learn more on SOXX's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF stock?

Of the 711 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), BNP Paribas Financial Markets ($1.21M), Global Assets Advisory LLC ($475.32K), EP Wealth Advisors LLC ($459.58K), Mirae Asset Securities USA Inc. ($400K), and JPMorgan Chase & Co. ($392.20K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 29,835,596 shares in the last 24 months. This purchase volume represents approximately $6.85B in transactions.

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

Of the 364 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), Healthcare of Ontario Pension Plan Trust Fund ($250K), Citigroup Inc. ($173.81K), Jane Street Group LLC ($162.79K), Twin Tree Management LP ($154.16K), Money Concepts Capital Corp ($144.73K), and Bank of Nova Scotia ($125.98K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 18,341,373 shares in the last 24 months. This volume of shares sold represents approximately $4.00B in transactions.



This page (NASDAQ:SOXX) was last updated on 1/21/2025 by MarketBeat.com Staff
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