DMAX

iShares Large Cap Max Buffer Dec ETF

25 hedge funds and large institutions have $44.7M invested in iShares Large Cap Max Buffer Dec ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
3
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SB
1
Strategic Blueprint
Georgia
$17.7M 687,463 -22,789 -3%
BlackRock
2
BlackRock
New York
$10.3M 400,000
GFG
3
Grantvest Financial Group
New Jersey
$2.59M 100,430 -33,819 -25%
FA
4
FC Advisory
Pennsylvania
$2.59M 100,304 +100,304 New
KCM
5
KM Capital Management
Texas
$1.42M 55,025
BSCCG
6
Blue Sky Capital Consultants Group
California
$1.37M 52,916 +7,641 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.09M 42,190 +14,224 +51%
CA
8
Crewe Advisors
Utah
$975K 37,807
AWA
9
Amplius Wealth Advisors
Pennsylvania
$828K 32,100 +32,100 New
KIM
10
Kestra Investment Management
Texas
$795K 31,322 +15,592 +99%
EGWAG
11
Elwood & Goetz Wealth Advisory Group
Georgia
$689K 26,699 +26,699 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$614K 23,788 +23,788 New
Creative Planning
13
Creative Planning
Kansas
$563K 21,814 +21,814 New
OMC
14
Old Mission Capital
Illinois
$497K 19,264 -6,251 -24%
CF
15
Crosspoint Financial
California
$495K 19,172
SCA
16
Stuart Chaussee & Associates
California
$387K 15,000
HFA
17
High Falls Advisors
New York
$376K 14,581 +14,581 New
AIP
18
ARS Investment Partners
New York
$258K 9,990 +9,990 New
MC
19
Middleton & Co
Massachusetts
$246K 9,550
KAS
20
Kestra Advisory Services
Texas
$246K 9,542 +9,542 New
Citadel Advisors
21
Citadel Advisors
Florida
$233K 9,041 +9,041 New
MML Investors Services
22
MML Investors Services
Massachusetts
$202K 7,827 +7,827 New
UBS Group
23
UBS Group
Switzerland
$189K 7,315 +7,315 New
PA
24
Parallel Advisors
California
$15.5K 600 +600 New
IA
25
IFP Advisors
Florida
$645 25 +25 New