SOXX

ISHARES TR

$596.25 +1.59%
20 New Institutional Positions7 Institutional Exits
Vol
Inst. Holders50 funds
Inst. Value$6.5B
Inst. Activity20 buys / 7 sells
Prev Close $586.93

Recent Activity

Inst.
HEALTHCARE OF ONTARIO PENSION — TRIM
590,000 shares ($193.9M)
Inst.
FIL Ltd — DOUBLED
425,183 shares ($139.7M)
Jun 9, 2026 options_unusual
Unusual Call: SOXX $580 2026-07-17 — $9.0M premium
Vol: 1,905 vs OI: 155 (12.3x). Price: $47.40, IV: 57%, Delta: 0.57. Direction: OPENING

Top Institutional Holders

FundValueMove
GOLDMAN SACHS GROUP INC$1.1B
BANK OF AMERICA CORP$1.0B
MORGAN STANLEY$734.3MADD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$474.6M
WELLS FARGO & COMPANY/MN$245.3M
50 institutional holders with $6.5B total value (19,899,665 shares) as of 2026-Q1. Top holders: GOLDMAN, BANK, MORGAN. Net buying activity: 20 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1GOLDMAN SACHS GROUP INC3,388,810$1.1B17.0%
2BANK OF AMERICA CORP /DE/3,115,278$1.0B15.7%
3MORGAN STANLEY2,234,319$734.3M11.2%ADD +30.0%
4SUSQUEHANNA INTERNATIONAL GROUP, LLP1,443,988$474.6M7.3%
5WELLS FARGO & COMPANY/MN746,397$245.3M3.8%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP672,500$221.0M3.4%
7SUSQUEHANNA INTERNATIONAL GROUP, LLP608,100$199.9M3.1%
8HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND590,000$193.9M3.0%TRIM -50.0%
9CITIGROUP INC566,893$186.3M2.9%
10ROYAL BANK OF CANADA433,384$142.4M2.2%
11FIL Ltd425,183$139.7M2.1%DOUBLED +657.0%
12Rockefeller Capital Management L.P.407,179$133.8M2.0%
13CITADEL ADVISORS LLC376,100$123.6M1.9%
14D. E. Shaw & Co., Inc.322,500$106.0M1.6%EXIT -100.0%
15ALKEON CAPITAL MANAGEMENT LLC310,700$102.1M1.6%ADD +61.3%
16CITADEL ADVISORS LLC299,000$98.3M1.5%
17RAYMOND JAMES FINANCIAL INC289,889$95.3M1.5%
18LMR Partners LLP273,000$89.7M1.4%
19BANK OF MONTREAL /CAN/245,454$80.7M1.2%DOUBLED +511.6%
20BARCLAYS PLC238,223$78.3M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM1,180,000590,000-50.0%$193.9M2026-Q1
FIL LtdDOUBLED56,170425,183+657.0%$139.7M2026-Q1
ALKEON CAPITAL MANAGEMENT LLCADD192,600310,700+61.3%$102.1M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED40,131245,454+511.6%$80.7M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD117,802173,514+47.3%$57.0M2026-Q1
Mirae Asset Global Investments Co., Ltd.DOUBLED35,615128,535+260.9%$42.2M2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.DOUBLED59,718121,364+103.2%$38.6M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPNEW116,200$36.0M2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT CorpNEW80,851$26.6M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED7,93170,211+785.3%$23.1M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD44,26057,515+29.9%$19.5M2026-Q1
Equitable Holdings, Inc.ADD32,11953,633+67.0%$17.1M2026-Q1
Rakuten Investment Management, Inc.DOUBLED28,48456,968+100.0%$15.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW39,615$13.0M2026-Q1
NISSAY ASSET MANAGEMENT CORP /JAPANNEW39,005$12.8M2026-Q1
Lido Advisors, LLCTRIM24,63417,433-29.2%$5.7M2026-Q1
Migdal Insurance & Financial Holdings Ltd.ADD4,3018,500+97.6%$2.8M2026-Q1
CWM, LLCADD5,7988,071+39.2%$2.7M2026-Q1
CREDIT AGRICOLE S ADOUBLED4595,179+1028.3%$1.7M2026-Q1
Orion Porfolio Solutions, LLCTRIM2,8661,331-53.6%$437.5K2026-Q1
Empower Advisory Group, LLCTRIM1,549985-36.4%$323.7K2026-Q1
TORONTO DOMINION BANKDOUBLED27957+3444.4%$314.7K2026-Q1
M&T BANK CORPTRIM3,648915-74.9%$300.7K2026-Q1
Russell Investments Group, Ltd.ADD184266+44.6%$87.4K2026-Q1
BROWN BROTHERS HARRIMAN & COTRIM156117-25.0%$38.5K2026-Q1

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 9, 2026
options_unusual
Unusual Call: SOXX $580 2026-07-17 — $9.0M premium
Vol: 1,905 vs OI: 155 (12.3x). Price: $47.40, IV: 57%, Delta: 0.57. Direction: OPENING
Jun 9, 2026
short_volume
Short Volume: SOXX — 59.3% short (3.5M / 6.0M)
Short: 3,536,682 | Exempt: 17,369 | TRF Vol: 5,965,971 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: SOXX — 60.6% short (3.6M / 5.9M)
Short: 3,578,264 | Exempt: 96,733 | TRF Vol: 5,905,165 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SOXX — 57.5% short (1.8M / 3.1M)
Short: 1,764,128 | Exempt: 16,938 | TRF Vol: 3,069,873 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SOXX — 62.1% short (1.7M / 2.7M)
Short: 1,701,762 | Exempt: 93,613 | TRF Vol: 2,739,341 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SOXX — 64.9% short (1.7M / 2.6M)
Short: 1,680,047 | Exempt: 7,931 | TRF Vol: 2,590,391 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SOXX — 64.1% short (1.7M / 2.6M)
Short: 1,668,082 | Exempt: 6,977 | TRF Vol: 2,600,647 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SOXX — 70.9% short (1.6M / 2.3M)
Short: 1,623,428 | Exempt: 4,733 | TRF Vol: 2,289,330 | Short Ratio: 70.9% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SOXX — 63.8% short (2.1M / 3.2M)
Short: 2,070,024 | Exempt: 16,146 | TRF Vol: 3,243,783 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SOXX — 66.3% short (2.0M / 3.0M)
Short: 2,008,530 | Exempt: 6,680 | TRF Vol: 3,028,155 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: SOXX — 6.1M shares, 207,714 trades
Week starting 2026-05-25. Total ATS volume: 6,144,576 shares across 207,714 trades.
May 22, 2026
options_unusual
Unusual Call: SOXX $320 2027-12-17 — $36.4M premium
Vol: 1,469 vs OI: 1,451 (1x). Price: $247.00, IV: 51%, Delta: 0.88. Direction: OPENING
May 22, 2026
short_volume
Short Volume: SOXX — 63.3% short (1.4M / 2.3M)
Short: 1,439,406 | Exempt: 2,052 | TRF Vol: 2,275,524 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
options_unusual
Unusual Call: SOXX $320 2027-12-17 — $35.2M premium
Vol: 1,416 vs OI: 1,451 (1x). Price: $248.40, IV: 52%, Delta: 0.88. Direction: UNKNOWN
May 21, 2026
short_volume
Short Volume: SOXX — 63.3% short (1.3M / 2.0M)
Short: 1,250,666 | Exempt: 3,879 | TRF Vol: 1,975,672 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)