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iShares Semiconductor ETF (SOXX) Institutional Ownership

$214.82 +2.85 (+1.34%)
(As of 12/20/2024 05:51 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
547
Total
Institutional Inflows
(last 12 months)
$6.13B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$311.87M
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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
12/13/2024 B. Riley Wealth Advisors Inc.14,833$3.41M0.1%+145.9%0.023%
11/27/2024 Franklin Resources Inc.6,650$1.60M0.0%+84.5%0.010%
11/26/2024 Peapack Gladstone Financial Corp2,249$519K0.0%+44.2%0.004%
11/25/2024 Synovus Financial Corp3,358$774K0.0%-5.0%0.005%
11/25/2024 Wilmington Savings Fund Society FSB398$92K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC874$202K0.0%-8.8%0.001%
11/25/2024 Sanctuary Advisors LLC29,564$6.39M0.0%-5.2%0.046%
11/21/2024 Anchor Investment Management LLC17,232$3.97M0.4%+5.6%0.027%
11/21/2024 Tudor Financial Inc.3,987$919K0.6%N/A0.006%
11/18/2024 Rehmann Capital Advisory Group1,484$342K0.0%N/A0.002%
11/18/2024 Virtue Capital Management LLC1,990$459K0.1%+68.9%0.003%
11/18/2024 Sunbelt Securities Inc.6,810$1.57M0.2%-16.5%0.011%
11/18/2024 Cresta Advisors Ltd.1,212$279K0.1%-95.1%0.002%
11/18/2024 Continental Investors Services Inc.1,569$352K0.7%-3.5%0.002%
11/18/2024 Coldstream Capital Management Inc.1,728$398K0.0%-6.0%0.003%
11/18/2024 RB Capital Management LLC1,976$456K0.1%+11.4%0.003%
11/15/2024 Goodman Advisory Group LLC1,863$430K0.1%-18.2%0.003%
11/15/2024 Greenwood Gearhart Inc.95,861$22.11M1.8%+9.6%0.149%
11/15/2024 Executive Wealth Management LLC1,637$377K0.0%N/A0.003%
11/15/2024 Barclays PLC426,035$98.24M0.0%+24.3%0.664%
11/15/2024 LRI Investments LLC1,068$233K0.0%+612.0%0.002%
11/15/2024 EWA LLC15,026$3.28M1.2%+11.7%0.023%
11/15/2024 MML Investors Services LLC196,583$45.33M0.2%-4.6%0.306%
11/15/2024 Pacific Center for Financial Services4,456$1.03M0.3%+22.1%0.007%
11/15/2024 Northeast Financial Consultants Inc6,436$1.48M0.1%+13.8%0.010%
11/15/2024 Main Management LLC6,974$1.61M0.1%+5.6%0.011%
11/15/2024 Orion Portfolio Solutions LLC883$204K0.0%-75.3%0.001%
11/15/2024 National Bank of Canada FI13,515$3.12M0.0%+4.4%0.021%
11/15/2024 Insigneo Advisory Services LLC3,277$756K0.1%+19.8%0.005%
11/15/2024 Kovitz Investment Group Partners LLC3,118$719K0.0%+10.5%0.005%
11/15/2024 Vienna Asset Management LLC14,882$3.43M2.5%+64.1%0.023%
11/15/2024 Wexford Capital LP7,278$1.68M0.4%N/A0.011%
11/15/2024 Stifel Financial Corp79,289$18.28M0.0%-40.8%0.124%
11/15/2024 Polymer Capital Management HK LTD4,300$992K0.2%+38.8%0.007%
11/15/2024 Morse Asset Management Inc184$42K0.0%N/A0.000%
11/15/2024 IHT Wealth Management LLC7,324$1.67M0.0%+67.2%0.011%
11/15/2024 Integrated Wealth Concepts LLC108,983$25.13M0.3%-3.0%0.170%
11/15/2024 Harmony Asset Management LLC8,629$1.99M0.7%+26.7%0.013%
11/15/2024 HighTower Advisors LLC157,628$36.41M0.1%-5.2%0.246%
11/15/2024 Clear Street Derivatives LLC16,442$3.79M0.1%N/A0.026%
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11/15/2024 Benjamin Edwards Inc.7,068$1.63M0.0%N/A0.011%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp98,300$22.67M0.1%+37.3%0.153%
11/14/2024 TRUE Private Wealth Advisors5,857$1.35M0.2%+6.7%0.009%
11/14/2024 Captrust Financial Advisors4,925$1.14M0.0%-69.2%0.008%
11/14/2024 Rockefeller Capital Management L.P.240,367$55.43M0.1%+5.5%0.375%
11/14/2024 National Wealth Management Group LLC2,235$515K0.3%-4.7%0.003%
11/14/2024 RPg Family Wealth Advisory LLC144$33K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC885$204K0.0%N/A0.001%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund2,960,000$682.55M1.6%+47.3%4.614%
11/13/2024 Glenmede Trust Co. NA1,815$419K0.0%N/A0.003%
11/13/2024 Freedom Investment Management Inc.5,881$1.36M0.1%+107.5%0.009%
11/13/2024 Insight Wealth Partners LLC7,353$1.70M0.3%+5.0%0.011%
11/13/2024 Quantbot Technologies LP1,806$416K0.0%+74.5%0.003%
11/13/2024 FMR LLC11,914$2.75M0.0%+15.6%0.019%
11/13/2024 D.A. Davidson & CO.4,618$1.07M0.0%+15.3%0.007%
11/13/2024 The Manufacturers Life Insurance Company2,881$664K0.0%-55.5%0.004%
11/13/2024 Bank of Montreal Can47,233$10.99M0.0%-58.9%0.074%
11/13/2024 Private Trust Co. NA673$155K0.0%-21.4%0.001%
11/13/2024 Truvestments Capital LLC150$35K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.774$178K0.0%-11.9%0.001%
11/13/2024 DRW Securities LLC7,599$1.75M0.0%-51.5%0.012%
11/13/2024 Prosperity Financial Group Inc.6,222$1.44M0.8%-3.0%0.010%
11/13/2024Fisher Asset Management LLC10,751$2.48M0.0%-38.4%0.017%
11/12/2024 Centaurus Financial Inc.2,757$636K0.0%-57.4%0.004%
11/12/2024 KKM Financial LLC19,410$4.48M2.2%-18.0%0.030%
11/12/2024 Cerity Partners LLC6,151$1.42M0.0%+43.4%0.010%
11/12/2024 Kingsview Wealth Management LLC24,206$5.58M0.1%+0.2%0.038%
11/12/2024 Great Valley Advisor Group Inc.5,979$1.38M0.0%+8.8%0.009%
11/12/2024 Flagstar Advisors Inc.2,633$607K0.2%+58.2%0.004%
11/12/2024 Nwam LLC1,222$282K0.0%N/A0.002%
11/12/2024 Meridian Wealth Management LLC33,713$7.77M0.4%N/A0.053%
11/12/2024 Icon Wealth Advisors LLC1,029$237K0.0%-19.7%0.002%
11/12/2024 GM Advisory Group LLC96,078$22.16M1.3%+4.5%0.150%
11/12/2024 Citigroup Inc.137,052$31.60M0.0%-32.1%0.214%
11/12/2024 Raymond James Trust N.A.1,779$410K0.0%-24.5%0.003%
11/12/2024 Activest Wealth Management4,219$973K0.3%+71.7%0.007%
11/9/2024 LPL Financial LLC765,304$176.47M0.1%-1.5%1.193%
11/8/2024 Moors & Cabot Inc.1,366$315K0.0%N/A0.002%
11/8/2024 Stonebridge Financial Planning Group LLC8,202$1.89M0.9%-4.6%0.013%
11/8/2024 Cedar Wealth Management LLC925$213K0.1%-5.1%0.001%
11/8/2024 First Horizon Advisors Inc.4,140$955K0.0%-1.6%0.006%
11/8/2024 Commerce Bank47,713$11.00M0.1%+0.4%0.074%
11/8/2024 Avior Wealth Management LLC8,199$1.89M0.1%-3.0%0.013%
11/8/2024 PNC Financial Services Group Inc.15,378$3.55M0.0%-1.4%0.024%
11/8/2024 Banque Cantonale Vaudoise8,038$1.85M0.1%-40.8%0.013%
11/8/2024 Lowery Thomas LLC947$218K0.1%+8.9%0.001%
11/8/2024 Prospera Financial Services Inc2,062$476K0.0%-91.1%0.003%
11/7/2024 Wharton Business Group LLC82,889$19.11M0.9%N/A0.129%
11/7/2024 Cassaday & Co Wealth Management LLC3,205$739K0.0%+6.0%0.005%
11/7/2024 LMR Partners LLP200,000$46.12M0.4%+19.6%0.312%
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11/7/2024 Theory Financial LLC20,924$4.57M1.7%+8.7%0.033%
11/7/2024 Thrivent Financial for Lutherans26,553$6.12M0.0%-1.3%0.041%
11/6/2024 Mirae Asset Securities USA Inc.400,000$92.24M3.7%+60.0%0.624%
11/6/2024 Evolution Wealth Advisors LLC9,502$2.19M0.4%+451.8%0.015%
11/6/2024 KCM Investment Advisors LLC1,740$401K0.0%+3.5%0.003%
11/6/2024 Valley Wealth Managers Inc.9,508$2.19M0.2%-0.8%0.015%
11/6/2024 Signature Estate & Investment Advisors LLC1,127$260K0.0%+4.9%0.002%
11/6/2024 FUKOKU MUTUAL LIFE INSURANCE Co1,500$346K0.0%N/A0.002%
11/6/2024 Intellectus Partners LLC6,186$1.43M0.4%-1.0%0.010%
11/6/2024 Sargent Investment Group LLC5,360$1.24M0.2%+2.1%0.008%
(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, 767 institutional investors and hedge funds held shares of iShares Semiconductor ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($3.51B), Healthcare of Ontario Pension Plan Trust Fund ($682.55M), Mercer Global Advisors Inc. ADV ($345.67M), BNP Paribas Financial Markets ($322.49M), Morgan Stanley ($270.70M), JPMorgan Chase & Co. ($257.10M), and UBS Group AG ($188.71M).Learn more on SOXX's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF stock?

Of the 703 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. ($368.15K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 29,758,682 shares in the last 24 months. This purchase volume represents approximately $6.84B in transactions.

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

Of the 350 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: 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), Bank of Nova Scotia ($125.98K), and Assetmark Inc. ($110.63K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 2,956,418 shares in the last 24 months. This volume of shares sold represents approximately $685.86M in transactions.



This page (NASDAQ:SOXX) was last updated on 12/22/2024 by MarketBeat.com Staff
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