iShares Semiconductor ETFSOXXETF

13F holders, Q2 2024 (June 30)
738holders +50
101new positions
54sold out
4famous investors
$243.77avg. 13F price*

At the end of Q2 2024, 738 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 50 from Q1 2024. 101 opened new positions and 54 sold out. The largest holders were Goldman Sachs Group Inc. ($639.6M), Bank of America Corp. ($609.3M) and Healthcare of Ontario Pension Plan Trust Fund ($495.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares Semiconductor ETF
CUSIP
464287523
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 688Q1 2024Q2 2024: 738Q2 2024Q3 2024: 744Q3 2024Q4 2024: 763Q4 2024Q1 2025: 718Q1 2025Q2 2025: 749Q2 2025Q3 2025: 785Q3 2025Q4 2025: 880Q4 2025Q1 2026: 932Q1 2026Q2 2026: 1,188Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions101$136.8M
Exits54$88.0M

All 13F filers, Q1 2024 → Q2 2024: 4,975,947 shares bought and 3,445,895 shares sold, net +1,530,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 738 holders

Goldman Sachs Group Inc. 0.13% Add +32.7% 2,593,444 $639.6M
Bank of America Corp. 0.06% Add +4.9% 2,470,530 $609.3M
Healthcare of Ontario Pension Plan Trust Fund 1.47% Add +737.5% 2,010,000 $495.7M
Morgan Stanley 0.03% Add +6.8% 1,811,045 $446.7M
Mercer Global Advisors Inc. 0.94% Add +1.8% 1,456,901 $345.7M
JPMorgan Chase & Co. 0.03% Reduce -42.0% 1,220,485 $301.0M
UBS Group AG 0.08% Add +10.8% 1,046,952 $258.2M
Wells Fargo & Company 0.07% Add +1.8% 1,026,025 $253.0M
BNP Paribas Financial Markets 0.27% Reduce -30.5% 991,764 $244.6M
LPL Financial LLC 0.10% Add +6.8% 776,634 $191.5M
Royal Bank of Canada 0.02% Add +0.0% 390,405 $96.3M
Barclays PLC 0.04% Add +209.6% 342,872 $84.6M
Ameriprise Financial Inc. 0.02% Add +6.4% 314,028 $77.4M
Commonwealth Equity Services, LLC 0.10% Reduce -0.3% 262,008 $64.6M
Osaic Holdings, Inc. 0.15% Reduce -11.1% 250,797 $61.9M
Mirae Asset Securities (usa) Inc. 3.96% — 250,000 $61.7M
Donaldson Capital Management, LLC 2.58% Add +1.0% 249,179 $61.5M
Cambridge Investment Research Advisors, Inc. 0.22% Reduce -1.5% 241,234 $59.5M
Envestnet Asset Management Inc. 0.02% Add +7.2% 233,248 $57.5M
Rockefeller Capital Management L.P. 0.16% Add +22.9% 227,739 $56.2M
MML Investors Services, LLC 0.21% Add +5.2% 206,099 $50.8M
Citigroup Inc. 0.05% Reduce -77.4% 201,908 $49.8M
Schroder Investment Management Group 0.05% Reduce -4.4% 194,500 $48.0M
Cetera Investment Advisers 0.10% Add +21.0% 177,880 $43.9M
Northwestern Mutual Wealth Management Co. 0.04% Add +12.0% 176,633 $43.6M
LMR Partners LLP 1.13% New 167,250 $41.2M
HighTower Advisors, LLC 0.06% Reduce -1.7% 166,308 $40.9M
Affinity Wealth Management LLC 6.41% Add +11.4% 142,466 $35.1M
Quadrature Capital Ltd 0.58% Add +670.2% 140,860 $34.7M
Raymond James Financial Services Advisors, Inc. 0.05% Add +9.8% 140,271 $34.6M
Stifel Financial Corp. 0.04% Reduce -4.3% 133,824 $33.0M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -21.4% 131,973 $32.2M
SPC Financial, Inc. 2.66% Reduce -0.3% 116,407 $28.7M
Bank of Montreal 0.01% Add +186.3% 114,932 $28.3M
Corient Private Wealth LP 0.05% Add +1.1% 113,191 $27.9M
Integrated Wealth Concepts LLC 0.38% Reduce -1.2% 112,392 $27.7M
Raymond James & Associates 0.02% Add +3.1% 108,419 $26.7M
Advisory Services Network, LLC 0.51% Add +8.0% 100,728 $24.8M
GM Advisory Group, LLC 1.46% Add +40.8% 91,907 $22.7M
Greenwood Gearhart LLC 2.04% Reduce -0.5% 87,472 $21.6M
Truist Financial Corp. 0.03% Add +7.1% 87,120 $21.5M
Gerber Kawasaki Wealth & Investment Management 1.07% Add +14.4% 86,757 $21.4M
Yarbrough Capital, LLC 0.84% No change 82,383 $20.3M
Focus Partners Wealth 0.06% Add +186.8% 73,776 $18.7M
Susquehanna International Group, LLP 0.03% Reduce -0.7% 75,482 $18.6M
Oppenheimer & Co. Inc. 0.29% Add +1.6% 74,817 $18.5M
Analyst IMS Investment Management Services Ltd. 0.73% Add +8.0% 72,356 $17.8M
Kestra Advisory Services, LLC 0.10% Add +26.9% 83,477 $17.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% New 71,600 $17.7M
Edmond DE Rothschild Holding S.A. 0.29% Add +2400.8% 68,947 $17.0M
SG Americas Securities, LLC 0.11% Add +15.5% 66,667 $16.4M
TD Waterhouse Canada Inc. 0.14% Reduce -5.8% 64,999 $16.0M
Mariner, LLC 0.03% Add +7.1% 63,924 $15.8M
Greenwoods Asset Management Hong Kong Ltd. 0.39% Reduce -70.0% 60,600 $14.9M
Citadel Advisors 0.01% Add +1754.4% 58,656 $14.5M
Jump Financial, LLC 0.29% Reduce -36.5% 58,435 $14.4M
Bank Hapoalim BM 2.12% Reduce -8.2% 58,132 $14.3M
Atria Wealth Solutions, Inc. 0.16% Reduce -8.3% 58,042 $14.3M
360 Financial, Inc. 5.31% Reduce -0.4% 56,958 $14.0M
Nissay Asset Management Corp. /Japan 0.09% Add +450.4% 56,249 $13.9M
Clark Capital Management Group, Inc. 0.10% Add +34.1% 55,240 $13.6M
Portfolio Strategies, Inc. 1.74% Reduce -0.6% 51,719 $12.7M
Legend Financial Advisors, Inc. 9.04% Reduce -5.9% 51,632 $12.7M
Commerce Bank 0.08% Add +2.1% 47,509 $11.7M
Montag A & Associates Inc. 0.59% Reduce -0.4% 47,262 $11.7M
MinichMacGregor Wealth Management, LLC 2.84% Reduce -4.2% 46,914 $11.7M
Capital Investment Counsel, LLC 2.20% Add +3.1% 45,546 $11.2M
Chicago Wealth Management, Inc. 6.40% Add +2.8% 45,146 $11.1M
CMH Wealth Management LLC 2.71% Add +0.0% 44,604 $11.0M
Toth Financial Advisory Corp. 1.39% Reduce -1.8% 44,423 $11.0M
Financial Partners Group, Inc 1.65% Add +4.5% 42,459 $10.5M
Legacy Edge Advisors, LLC 1.91% Add +15.1% 42,004 $10.4M
NewEdge Advisors, LLC 0.07% Add +50.0% 40,951 $10.1M
Kestra Private Wealth Services, LLC 0.20% Add +8.6% 40,179 $9.9M
Barings LLC 0.24% No change 40,146 $9.9M
Wellington Shields Capital Management, LLC 1.70% Add +2.1% 37,874 $9.3M
Woodmont Investment Counsel LLC 0.74% Add +2.0% 36,584 $9.0M
FIL Ltd 0.01% Reduce -40.4% 36,184 $8.9M
Private Advisor Group, LLC 0.06% Add +28.3% 36,047 $8.9M
Squarepoint Ops LLC 0.03% New 34,871 $8.6M
Gray Foundation 2.59% Reduce -39.0% 34,371 $8.5M
Traynor Capital Management, Inc. 0.71% Reduce -0.6% 33,942 $8.4M
Fulton Bank, N.A. 0.34% Reduce -14.2% 33,592 $8.3M
Royal Fund Management, LLC 1.10% Add +0.8% 33,071 $8.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.24% Reduce -13.6% 32,850 $8.1M
Strategic Blueprint, LLC 0.55% Add +3.7% 32,755 $8.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +5.5% 32,198 $7.9M
Novare Capital Management LLC 0.71% Reduce -7.3% 32,148 $7.9M
Dynamic Advisor Solutions LLC 0.23% Add +3.0% 29,772 $7.3M
Spire Wealth Management 0.26% Add +13.4% 29,488 $7.3M
Lindbrook Capital, LLC 0.68% Reduce -13.7% 29,157 $7.2M
Jones Financial Companies LLLP 0.01% Add +482.4% 29,047 $7.2M
Avantax Advisory Services, Inc. 0.05% Add +8.1% 28,738 $7.1M
David J Yvars Group 4.43% Add +7.5% 28,727 $7.1M
Turim 21 Investimentos Ltda. 1.74% Reduce -32.0% 27,599 $6.8M
Sanctuary Advisors, LLC 0.05% — 31,187 $6.8M
KKM Financial LLC 3.20% Reduce -17.6% 23,663 $6.8M
Thrivent Financial for Lutherans 0.01% Reduce -11.7% 26,903 $6.6M
Sterling Manor Financial, LLC 4.98% Reduce -8.2% 26,542 $6.5M
Independent Financial Group, LLC 0.25% Reduce -6.6% 25,464 $6.3M

"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.

Show all 738 holders