DMAX

iShares Large Cap Max Buffer Dec ETF
DMAX

Overview Fund Activity

26 hedge funds and large institutions have $46.2M invested in iShares Large Cap Max Buffer Dec ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
4
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
FC Advisory
Pennsylvania
+$2.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.07M
3
AWA
Amplius Wealth Advisors
Pennsylvania
+$828K
4
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$689K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$614K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.01M
2
GFG
Grantvest Financial Group
New Jersey
-$873K
3
SB
Strategic Blueprint
Georgia
-$588K
4
Jane Street
Jane Street
New York
-$559K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$176K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
1
Strategic Blueprint
Georgia
$17.7M -$588K -22,789 -3%
BlackRock
2
BlackRock
New York
$10.3M – – –
GFG
3
Grantvest Financial Group
New Jersey
$2.59M -$873K -33,819 -25%
FA
4
FC Advisory
Pennsylvania
$2.59M +$2.59M +100,304 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M +$1.07M +41,646 +284%
KCM
6
KM Capital Management
Texas
$1.42M – – –
BSCCG
7
Blue Sky Capital Consultants Group
California
$1.37M +$197K +7,641 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.09M +$367K +14,224 +51%
CA
9
Crewe Advisors
Utah
$975K – – –
AWA
10
Amplius Wealth Advisors
Pennsylvania
$828K +$828K +32,100 New
KIM
11
Kestra Investment Management
Texas
$795K +$396K +15,592 +99%
EGWAG
12
Elwood & Goetz Wealth Advisory Group
Georgia
$689K +$689K +26,699 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$614K +$614K +23,788 New
Creative Planning
14
Creative Planning
Kansas
$563K +$563K +21,814 New
OMC
15
Old Mission Capital
Illinois
$497K -$161K -6,251 -24%
CF
16
Crosspoint Financial
California
$495K – – –
SCA
17
Stuart Chaussee & Associates
California
$387K – – –
HFA
18
High Falls Advisors
New York
$376K +$376K +14,581 New
AIP
19
ARS Investment Partners
New York
$258K +$258K +9,990 New
MC
20
Middleton & Co
Massachusetts
$246K – – –
KAS
21
Kestra Advisory Services
Texas
$246K +$246K +9,542 New
Citadel Advisors
22
Citadel Advisors
Florida
$233K +$233K +9,041 New
MML Investors Services
23
MML Investors Services
Massachusetts
$202K +$202K +7,827 New
UBS Group
24
UBS Group
Switzerland
$189K +$189K +7,315 New
PA
25
Parallel Advisors
California
$15.5K +$15.5K +600 New
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