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DMAX

iShares Large Cap Max Buffer Dec ETF

26 hedge funds and large institutions have $56.5M invested in iShares Large Cap Max Buffer Dec ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $46.2M → $56.5M (+$10.3M)

19.82% more ownership

Funds ownership: 51.44%71.26% (+20%)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

85% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 13

Holders
26
Holders Change
Holders Change %
0%
% 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
3
Increased
2
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Strategic Blueprint
Georgia
$20.3M +$2.09M +79,851 +12%
CWG
2
Crown Wealth Group
North Carolina
$10.6M +$10.5M +401,375 New
BlackRock
3
BlackRock
New York
$10.6M
FA
4
FC Advisory
Pennsylvania
$2.54M -$109K -4,153 -4%
GFG
5
Grantvest Financial Group
New Jersey
$1.71M -$936K -35,805 -36%
KCM
6
KM Capital Management
Texas
$1.45M
BSCCG
7
Blue Sky Capital Consultants Group
California
$1.34M -$55.1K -2,108 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.11M -$7.24K -277 -0.7%
CA
9
Crewe Advisors
Utah
$999K
AWA
10
Amplius Wealth Advisors
Pennsylvania
$795K -$52.3K -2,000 -6%
EGWAG
11
Elwood & Goetz Wealth Advisory Group
Georgia
$686K -$19.4K -743 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$590K -$38.4K -1,470 -6%
Creative Planning
13
Creative Planning
Kansas
$576K -$575 -22 -0.1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$508K -$968K -37,048 -66%
CF
15
Crosspoint Financial
California
$507K
KIM
16
Kestra Investment Management
Texas
$412K -$411K -15,730 -50%
HFA
17
High Falls Advisors
New York
$375K -$9.96K -381 -3%
SCA
18
Stuart Chaussee & Associates
California
$369K -$27.4K -1,050 -7%
KAS
19
Kestra Advisory Services
Texas
$265K +$13.1K +501 +5%
AIP
20
ARS Investment Partners
New York
$264K
MC
21
Middleton & Co
Massachusetts
$252K
PCG
22
Prosperity Consulting Group
Maryland
$207K +$205K +7,827 New
ASN
23
Advisory Services Network
Georgia
$36.5K +$36.1K +1,383 New
UBS Group
24
UBS Group
Switzerland
$24.7K -$167K -6,379 -87%
PA
25
Parallel Advisors
California
$15.9K

DMAX Hedge Fund Activity: Q3 2025 in Review

26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Dec ETF (DMAX) for Q3 2025, worth a combined $56.5M — up 22% from $46.2M a quarter earlier.

Fund positioning in DMAX was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 13 trimmed.

The largest buyer was Crown Wealth Group, opening a new position worth an estimated $10.5M. The largest seller was Susquehanna International Group, cutting an estimated $968K.

  • 26 institutional investors held iShares Large Cap Max Buffer Dec ETF (DMAX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $56.5M of iShares Large Cap Max Buffer Dec ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 3 funds opened new iShares Large Cap Max Buffer Dec ETF positions in Q3 2025 and 3 closed out, a net change of 0 holders.
  • The largest iShares Large Cap Max Buffer Dec ETF buyer in Q3 2025 was Crown Wealth Group, an estimated $10.5M added.
  • The largest iShares Large Cap Max Buffer Dec ETF seller in Q3 2025 was Susquehanna International Group, an estimated $968K sold.

Based on aggregated 13F filings for Q3 2025.