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DMAX

iShares Large Cap Max Buffer Dec ETF

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

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

63% more funds holding

Funds holding: 1626 (+10)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

14% more capital invested

Capital invested by funds: $40.4M → $46.2M (+$5.74M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.57% less ownership

Funds ownership: 54.01%51.44% (-2.6%)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% 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
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Strategic Blueprint
Georgia
$17.7M -$574K -22,789 -3%
BlackRock
2
BlackRock
New York
$10.3M
GFG
3
Grantvest Financial Group
New Jersey
$2.59M -$852K -33,819 -25%
FA
4
FC Advisory
Pennsylvania
$2.59M +$2.53M +100,304 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M +$1.05M +41,646 +284%
KCM
6
KM Capital Management
Texas
$1.42M
BSCCG
7
Blue Sky Capital Consultants Group
California
$1.37M +$193K +7,641 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.09M +$359K +14,224 +51%
CA
9
Crewe Advisors
Utah
$975K
AWA
10
Amplius Wealth Advisors
Pennsylvania
$828K +$809K +32,100 New
KIM
11
Kestra Investment Management
Texas
$795K +$393K +15,592 +99%
EGWAG
12
Elwood & Goetz Wealth Advisory Group
Georgia
$689K +$673K +26,699 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$614K +$600K +23,788 New
Creative Planning
14
Creative Planning
Kansas
$563K +$550K +21,814 New
OMC
15
Old Mission Capital
Illinois
$497K -$158K -6,251 -24%
CF
16
Crosspoint Financial
California
$495K
SCA
17
Stuart Chaussee & Associates
California
$387K
HFA
18
High Falls Advisors
New York
$376K +$368K +14,581 New
AIP
19
ARS Investment Partners
New York
$258K +$252K +9,990 New
MC
20
Middleton & Co
Massachusetts
$246K
KAS
21
Kestra Advisory Services
Texas
$246K +$241K +9,542 New
Citadel Advisors
22
Citadel Advisors
Florida
$233K +$228K +9,041 New
MML Investors Services
23
MML Investors Services
Massachusetts
$202K +$197K +7,827 New
UBS Group
24
UBS Group
Switzerland
$189K +$184K +7,315 New
PA
25
Parallel Advisors
California
$15.5K +$15.1K +600 New

DMAX Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Dec ETF (DMAX) for Q2 2025, worth a combined $46.2M — up 14% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DMAX positions and 3 closed out — a net gain of 10 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was FC Advisory, opening a new position worth an estimated $2.53M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.01M sold.

  • 26 institutional investors held iShares Large Cap Max Buffer Dec ETF (DMAX) as of Q2 2025, up from 16 in Q1 2025.
  • Funds reported $46.2M of iShares Large Cap Max Buffer Dec ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 13 funds opened new iShares Large Cap Max Buffer Dec ETF positions in Q2 2025 and 3 closed out, a net change of +10 holders.
  • The largest iShares Large Cap Max Buffer Dec ETF buyer in Q2 2025 was FC Advisory, an estimated $2.53M added.
  • The largest iShares Large Cap Max Buffer Dec ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2025.