ISHARES PHLX SOX (SOXX): Institutional Ownership
Hedge funds and institutional managers reporting a position in SOXX. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
13
13F filers
Aggregate Value
$179.3M
Across holders
Last Price
$589.94
2026-06-26
Sector
GICS
Holder activity7 new2 added3 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 299K | $98.3M | 54.8% | 0.0% | Reduced | $-50.6M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 50K | $15.1M | 8.4% | 0.1% | New | — | Q4 2025 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 42K | $13.9M | 7.8% | 0.0% | New | — | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 40K | $13.0M | 7.3% | 0.0% | New | — | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 34K | $11.2M | 6.3% | 0.0% | Reduced | $-7.9M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 24K | $7.3M | 4.1% | 0.0% | New | — | Q4 2025 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 19K | $6.2M | 3.4% | 0.0% | New | — | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 15K | $4.9M | 2.8% | 0.0% | New | — | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 12K | $3.8M | 2.1% | 0.0% | Added | +$3.8M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 8K | $2.5M | 1.4% | 0.0% | Added | +$301K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 6K | $2.1M | 1.2% | 0.0% | Reduced | $-6.1M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 3K | $874K | 0.5% | 0.0% | New | — | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 501 | $165K | 0.1% | 0.0% | Unchanged | +$0 | Q1 2026 |
Reduced
Hedge Fund
$98.3M· 54.8% of total· 0.0% port· 299K sh· $-50.6M QoQ· Q1 2026
New
Hedge Fund
$15.1M· 8.4% of total· 0.1% port· 50K sh· — QoQ· Q4 2025
New
Hedge Fund
$13.9M· 7.8% of total· 0.0% port· 42K sh· — QoQ· Q1 2026
New
Hedge Fund
$13.0M· 7.3% of total· 0.0% port· 40K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$11.2M· 6.3% of total· 0.0% port· 34K sh· $-7.9M QoQ· Q1 2026
New
Hedge Fund
$7.3M· 4.1% of total· 0.0% port· 24K sh· — QoQ· Q4 2025
New
Hedge Fund
$6.2M· 3.4% of total· 0.0% port· 19K sh· — QoQ· Q1 2026
New
Hedge Fund
$4.9M· 2.8% of total· 0.0% port· 15K sh· — QoQ· Q1 2026
Added
Hedge Fund
$3.8M· 2.1% of total· 0.0% port· 12K sh· +$3.8M QoQ· Q1 2026
Added
Institutional Manager
$2.5M· 1.4% of total· 0.0% port· 8K sh· +$301K QoQ· Q1 2026
Reduced
Hedge Fund
$2.1M· 1.2% of total· 0.0% port· 6K sh· $-6.1M QoQ· Q1 2026
New
Hedge Fund
$874K· 0.5% of total· 0.0% port· 3K sh· — QoQ· Q1 2026
Unchanged
Hedge Fund
$165K· 0.1% of total· 0.0% port· 501 sh· +$0 QoQ· Q1 2026