Ishares Tr (SOXX) Hedge Fund Ownership (Q2 2026)

Ishares Tr (SOXX)

1K + Investors. Track Smart Money conviction in SOXX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SOXX

Based on 1221 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added SOXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

1,221 hedge funds hold SOXX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +63% more funds vs a year ago

fund count last 6Q

+474 new funds entered over the past year (+63% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 63% buying

702 buying421 selling

Last quarter: 702 funds were net buyers (355 opened a brand new position + 347 added to an existing one). Only 421 were sellers (358 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+229 vs last Q)

new funds entering per quarter

Funds opening a new SOXX position: 107 → 161 → 126 → 355. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 19% medium ■ 35% new

558 out of 1,221 hedge funds have held SOXX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +180% but shares only +53% — price-driven

Value

+179%

+52%

Last quarter: the total dollar value of institutional holdings rose +180%, but actual share count only changed +53%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

119 → 107 → 161 → 126 → 355 new funds/Q

New funds entering each quarter: 107 → 161 → 126 → 355. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 52% veterans vs 36% newcomers

■ 52% veterans ■ 12% 1-2yr ■ 36% new

Entry-cohort mix of 1,283 holders: 672 (52%) are 2+ year veterans, 155 entered 1–2 years ago, and 456 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

36 of 1187 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SOXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1178	929	26.8%
13F Shares	61M	40M	52.51%
Total Value	$38.06B	$13.62B	179.46%
New Positions	348	126	+222
Increased Positions	345	343	+2
Closed Positions	66	74	-8
Reduced Positions	336	285	+51
Total Calls	28	12	133.33%
Total Puts	67	23	191.3%
PUT/CALL Ratio	2.39	1.92	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1178

929

26.8%

13F Shares

61M

40M

52.51%

Total Value

$38.06B

$13.62B

179.46%

New Positions

348

126

+222

Increased Positions

345

343

Closed Positions

-8

Reduced Positions

336

285

+51

Total Calls

133.33%

Total Puts

191.3%

PUT/CALL Ratio

2.39

1.92

Bearish

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOXX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SOXX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Goldstream Capital Management Ltd	36.43%	75,000	$48.1M
2	Hel Ved Capital Management Ltd	29.84%	631,300	$404.5M
3	Hidden Lake Asset Management LP	22.18%	115,000	$73.7M
4	Redstone Wealth Management, LLC	17.29%	41,353	$26.5M
5	CTC Alternative Strategies, Ltd.	15.34%	16,600	$10.6M
6	Geremia Financial Services, LLC	12.52%	18,422	$11.8M
7	CloudAlpha Capital Management Limited/Hong Kong	12.08%	661,900	$424.1M
8	Noked Israel Ltd	11.57%	175,070	$112.2M
9	Avanda Investment Management Pte. Ltd.	11.56%	54,000	$34.6M
10	Legend Financial Advisors, Inc.	11.16%	30,649	$19.6M
11	BRIGHT VALLEY CAPITAL Ltd	9.62%	94,000	$60.2M
12	Kingdon Capital Management, L.L.C.	8.53%	130,000	$83.3M
13	Cottonwood Capital Advisors, LLC	8.42%	21,813	$14.0M
14	Chicago Wealth Management, Inc.	8.00%	35,178	$22.5M
15	Daiichi Life International Holdings LLC	7.78%	383	$245K
16	Marvin & Palmer Associates Inc	7.58%	18,797	$12.0M
17	360 Financial, Inc.	7.23%	44,450	$28.5M
18	Ariose Capital Management Ltd	7.15%	26,127	$16.7M
19	Dala Group, LLC	6.84%	12,961	$8.3M
20	Marks Wealth, LLC	6.78%	48,876	$31.3M
21	Cadent Capital Advisors, LLC	6.53%	49,460	$31.7M
22	Twin Peaks Capital Ltd	6.38%	30,000	$9.0M
23	Towarzystwo Funduszy Inwestycyjnych Pzu SA	6.32%	34,995	$22.4M
24	Goldstream Capital Management Ltd	6.30%	12,961	$8.3M
25	Tepp RIA, LLC	6.28%	14,465	$9.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Tr (SOXX)

What does the Smart Money Trend signal show for SOXX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SOXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SOXX?

More buyers than sellers — 63% buying: Last quarter: 702 funds were net buyers (355 opened a brand new position + 347 added to an existing one). Only 421 were sellers (358 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOXX holders?

Elite ownership — 50% AUM from top-100 funds: 36 of 1187 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SOXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOXX?

46% of holders stayed for 2+ years: 558 out of 1,221 hedge funds have held SOXX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ishares Tr (SOXX)

Smart Money Signals — SOXX

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +63% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+229 vs last Q)

46% of holders stayed for 2+ years

Value +180% but shares only +53% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 52% veterans vs 36% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — SOXX

Hedge Fund Ownership: SOXX

Market Analysis: SOXX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SOXX

Hedge Fund Positioning: SOXX

Statistics: SOXX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Stocks with similar institutional ownership

Frequently Asked Questions — Ishares Tr (SOXX)

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