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iShares Semiconductor ETF (SOXX) Institutional Ownership

iShares Semiconductor ETF logo
$246.73 +0.20 (+0.08%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$246.70 -0.03 (-0.01%)
As of 07/18/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$5.90B
Number of
Institutional Sellers
(last 12 months)
364
Total
Institutional Outflows
(last 12 months)
$6.31B
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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
7/18/2025 EWA LLC16,270$3.88M1.2%+3.6%0.029%
7/18/2025 Gold Investment Management Ltd.6,711$1.60M0.6%-43.9%0.012%
7/18/2025 Madrona Financial Services LLC1,209$289K0.1%-7.6%0.002%
7/18/2025 SOA Wealth Advisors LLC.2,013$481K0.1%-7.7%0.004%
7/18/2025 Provident Wealth Management LLC496$118K0.0%-7.6%0.001%
7/18/2025 PFG Investments LLC15,456$3.69M0.2%-4.0%0.027%
7/18/2025 Consolidated Portfolio Review Corp1,348$322K0.0%N/A0.002%
7/18/2025 Midwest Financial Group LLC15,067$3.60M1.9%+2.7%0.027%
7/18/2025 O ROURKE & COMPANY Inc3,823$913K0.4%-9.9%0.007%
7/18/2025 Truist Financial Corp85,045$20.30M0.0%-9.7%0.150%
7/18/2025 Pennsylvania Capital Management Inc. ADV8,704$2.08M0.7%-24.7%0.015%
7/18/2025 Union Bancaire Privee UBP SA3,097$740K0.0%-19.5%0.005%
7/17/2025 Chicago Capital LLC939$224K0.0%N/A0.002%
7/17/2025 HB Wealth Management LLC2,187$522K0.0%-19.6%0.004%
7/17/2025 Janney Montgomery Scott LLC32,980$7.87M0.0%+9.9%0.058%
7/17/2025 Avondale Wealth Management44,796$10.69M6.0%+528.7%0.079%
7/17/2025 Kelly Financial Services LLC26,540$6.34M1.9%+5.9%0.047%
7/17/2025 Moss Adams Wealth Advisors LLC12,923$3.09M0.3%-6.5%0.023%
7/17/2025 Albion Financial Group UT3,278$782K0.1%-8.8%0.006%
7/17/2025 Independence Bank of Kentucky3,496$834K0.1%+40.1%0.006%
7/17/2025 City Holding Co.5,914$1.41M0.2%+4.5%0.010%
7/17/2025 Grandview Asset Management LLC4,484$1.07M0.3%N/A0.008%
7/17/2025 Beacon Capital Management LLC174$42K0.0%-61.3%0.000%
7/17/2025 Avior Wealth Management LLC6,796$1.62M0.1%-1.7%0.012%
7/16/2025 Independent Wealth Network Inc.4,174$996K0.4%+9.0%0.007%
7/16/2025 ORG Wealth Partners LLC332$79K0.0%-90.4%0.001%
7/16/2025 Signaturefd LLC749$179K0.0%+25.0%0.001%
7/16/2025 MinichMacGregor Wealth Management LLC516$123K0.0%N/A0.001%
7/16/2025 Kathmere Capital Management LLC1,180$282K0.0%-4.5%0.002%
7/16/2025 Southern Capital Advisors LLC995$237K0.1%N/A0.002%
7/16/2025 Cresta Advisors Ltd.939$224K0.1%-22.5%0.002%
7/16/2025 Beaumont Financial Advisors LLC2,495$596K0.0%-5.2%0.004%
7/16/2025 Strategic Investment Solutions Inc. IL1,470$351K0.1%+2,478.9%0.003%
7/16/2025 Legend Financial Advisors Inc.56,025$13.37M8.9%+1.6%0.099%
7/16/2025 Cadent Capital Advisors LLC4,691$1.12M0.4%+44.2%0.008%
7/16/2025 Banque Pictet & Cie SA2,800$668K0.0%-3.4%0.005%
7/16/2025 Dakota Wealth Management1,424$340K0.0%+17.0%0.003%
7/16/2025 Perigon Wealth Management LLC4,413$1.05M0.0%+2.1%0.008%
7/15/2025 Avaii Wealth Management LLC27,671$6.61M2.9%+13.4%0.049%
7/15/2025 McAdam LLC2,770$661K0.0%-11.2%0.005%
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7/15/2025 Surience Private Wealth LLC25,382$6.06M5.7%N/A0.045%
7/15/2025 Beacon Financial Planning Inc.10,824$2.58M1.4%-2.2%0.019%
7/15/2025 Affinity Wealth Management LLC1,187$283K0.0%-5.9%0.002%
7/15/2025 Signet Financial Management LLC2,818$673K0.1%+3.6%0.005%
7/15/2025 StoneCrest Wealth Management Inc.2,564$612K0.3%-9.9%0.005%
7/15/2025 BCS Wealth Management855$204K0.0%N/A0.002%
7/15/2025 Compagnie Lombard Odier SCmA247$59K0.0%N/A0.000%
7/15/2025 Financial Partners Group Inc49,486$11.81M1.6%+13.8%0.087%
7/14/2025 Opal Wealth Advisors LLC107$26K0.0%-31.8%0.000%
7/14/2025 AdvisorNet Financial Inc263$63K0.0%-27.5%0.000%
7/14/2025 Armstrong Advisory Group Inc.445$106K0.0%-50.9%0.001%
7/14/2025 KFG Wealth Management LLC8,330$1.99M0.3%+442.7%0.015%
7/14/2025 ABLE Financial Group LLC1,010$241K0.1%N/A0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC6,797$1.62M0.0%-12.6%0.012%
7/14/2025 Sweeney & Michel LLC1,028$253K0.1%N/A0.002%
7/14/2025 Flagstar Advisors Inc.1,387$331K0.1%-52.2%0.002%
7/14/2025 Toth Financial Advisory Corp31,703$7.57M0.9%+8.2%0.056%
7/14/2025 Park Avenue Securities LLC18,308$4.37M0.0%-2.2%0.032%
7/14/2025 Matrix Trust Co10,406$2.48M0.4%+7.1%0.018%
7/14/2025 Sowell Financial Services LLC16,419$3.92M0.2%+52.7%0.029%
7/14/2025 Physician Wealth Advisors Inc.837$200K0.0%-17.5%0.001%
7/11/2025 Wealth Management Partners LLC964$230K0.1%-65.3%0.002%
7/11/2025 Farther Finance Advisors LLC11,030$2.63M0.1%+4.6%0.020%
7/11/2025 Silver Oak Securities Incorporated2,093$500K0.0%+7.1%0.004%
7/11/2025 CX Institutional1,910$456K0.0%+5,205.6%0.003%
7/11/2025 AFG Fiduciary Services Limited Partnership2,870$682K0.2%-60.5%0.005%
7/11/2025 CMH Wealth Management LLC28,913$6.90M1.6%-1.4%0.052%
7/10/2025 Oliver Lagore Vanvalin Investment Group677$162K0.1%N/A0.001%
7/10/2025 Selective Wealth Management Inc.2,298$561K0.2%+21.1%0.004%
7/10/2025 HF Advisory Group LLC856$204K0.1%N/A0.002%
7/10/2025 Fulton Bank N.A.28,050$6.70M0.2%-1.1%0.050%
7/10/2025 Wealth Enhancement Advisory Services LLC43,283$10.53M0.0%+57.8%0.078%
7/10/2025 Focus Financial Network Inc.10,178$2.43M0.1%+5.7%0.018%
7/10/2025 Sovran Advisors LLC3,077$749K0.1%-14.5%0.006%
7/9/2025 Lake Hills Wealth Management LLC25,105$5.99M3.4%N/A0.045%
7/9/2025 Dynamic Advisor Solutions LLC23,934$5.71M0.2%-9.1%0.043%
7/9/2025 Pines Wealth Management LLC4,155$1.01M0.4%+35.8%0.007%
7/9/2025 WealthCare Investment Partners LLC3,659$890K0.3%-24.9%0.007%
7/8/2025 First National Corp MA ADV13,586$3.24M0.7%-19.6%0.024%
7/8/2025 Juncture Wealth Strategies LLC5,279$1.26M0.4%-4.9%0.009%
7/8/2025 Davis Investment Partners LLC845$201K0.1%N/A0.002%
7/8/2025 Silverleafe Capital Partners LLC19,400$4.63M1.6%N/A0.035%
7/8/2025 Apella Capital LLC1,981$473K0.0%-2.5%0.004%
7/8/2025 Parallel Advisors LLC513$122K0.0%+29.5%0.001%
7/7/2025 Trust Co. of Oklahoma2,864$684K0.2%-21.3%0.005%
7/7/2025 Global Wealth Strategies & Associates6,023$1.44M0.4%+1,209.3%0.011%
7/7/2025 RB Capital Management LLC2,033$485K0.1%+2.7%0.004%
7/7/2025 RDA Financial Network2,258$539K0.1%-5.2%0.004%
7/2/2025 Capital Market Strategies LLC4,029$962K0.7%-38.4%0.007%
7/2/2025 HBW Advisory Services LLC911$217K0.0%-28.2%0.002%
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7/2/2025 First Financial Bank Trust Division6,154$1.47M0.1%-4.7%0.011%
5/29/2025Apeiron RIA LLC4,936$929K0.3%-16.0%0.009%
5/27/2025Jacobi Capital Management LLC1,456$274K0.0%-8.4%0.003%
5/21/2025 McAdam LLC3,118$587K0.0%-46.6%0.005%
5/21/2025Geneos Wealth Management Inc.5,540$1.04M0.0%-56.1%0.010%
5/20/2025Focus Partners Wealth48,531$9.13M0.0%-3.3%0.085%
5/20/2025Anchor Investment Management LLC18,399$3.46M0.3%+2.3%0.032%
5/19/2025Advisory Alpha LLC3,538$666K0.0%-3.3%0.006%
5/16/2025Prostatis Group LLC4,988$939K0.3%-54.7%0.009%
5/16/2025Signature Estate & Investment Advisors LLC1,194$225K0.0%+4.7%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, 849 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), Goldman Sachs Group Inc. ($467.78M), Morgan Stanley ($270.70M), JPMorgan Chase & Co. ($239.48M), UBS Group AG ($188.71M), BNP Paribas Financial Markets ($182.20M), and Wells Fargo & Company MN ($161.91M).Learn more on iShares Semiconductor ETF's institutional investors.

Which institutional investors have been buying iShares Semiconductor ETF's stock?

Of the 774 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 ($15.95M), Healthcare of Ontario Pension Plan Trust Fund ($2.88M), BNP Paribas Financial Markets ($1.95M), Clal Insurance Enterprises Holdings Ltd ($1.34M), Strategic Financial Concepts LLC ($519.53K), Global Assets Advisory LLC ($479.46K), and D. E. Shaw & Co. Inc. ($443.16K).

How much institutional buying is happening at iShares Semiconductor ETF?

Institutional investors have bought a total of 25,933,613 shares in the last 24 months. This purchase volume represents approximately $5.90B in transactions.

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

Of the 364 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: International Assets Investment Management LLC ($15.22M), Mercer Global Advisors Inc. ADV ($8.71M), Clal Insurance Enterprises Holdings Ltd ($1.34M), Goldman Sachs Group Inc. ($995.34K), Bank of Nova Scotia ($253.86K), Wells Fargo & Company MN ($200.03K), and Mirae Asset Securities USA Inc. ($199.75K).

How much institutional selling is happening at iShares Semiconductor ETF?

Institutional investors have sold a total of 29,648,327 shares in the last 24 months. This volume of shares sold represents approximately $6.31B in transactions.



This page (NASDAQ:SOXX) was last updated on 7/21/2025 by MarketBeat.com Staff
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