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DMAX

iShares Large Cap Max Buffer Dec ETF

30 hedge funds and large institutions have $62.1M invested in iShares Large Cap Max Buffer Dec ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

15% more funds holding

Funds holding: 2630 (+4)

10% more capital invested

Capital invested by funds: $56.5M → $62.1M (+$5.61M)

6.34% more ownership

Funds ownership: 71.26%77.59% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
6
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
BIP Wealth
Georgia
$22.3M +$22.3M +836,051 New
CWG
2
Crown Wealth Group
North Carolina
$12.9M +$2.15M +80,652 +20%
BlackRock
3
BlackRock
New York
$10.7M
FA
4
FC Advisory
Pennsylvania
$2.59M +$29.7K +1,113 +1%
GFG
5
Grantvest Financial Group
New Jersey
$1.78M +$57.5K +2,157 +3%
Morgan Stanley
6
Morgan Stanley
New York
$1.54M +$1.53M +57,558 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.47M +$1.47M +55,025 New
BSCCG
8
Blue Sky Capital Consultants Group
California
$1.3M -$55.9K -2,099 -4%
CA
9
Crewe Advisors
Utah
$1.01M
AFP
10
ATX Financial Planning
Texas
$929K +$928K +34,826 New
AWA
11
Amplius Wealth Advisors
Pennsylvania
$791K -$12.1K -453 -2%
Creative Planning
12
Creative Planning
Kansas
$731K +$150K +5,628 +26%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$536K -$59.6K -2,237 -10%
Lido Advisors
14
Lido Advisors
California
$437K +$437K +16,394 New
HFA
15
High Falls Advisors
New York
$396K +$17.7K +663 +5%
SVWG
16
Shared Vision Wealth Group
United States
$381K +$380K +14,254 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$322K -$795K -29,839 -71%
KIM
18
Kestra Investment Management
Texas
$322K -$93.7K -3,518 -23%
AIP
19
ARS Investment Partners
New York
$266K
MC
20
Middleton & Co
Massachusetts
$255K
KA
21
Kovack Advisors
Florida
$250K +$250K +9,368 New
OIA
22
OneDigital Investment Advisors
Kansas
$243K +$243K +9,113 New
EGWAG
23
Elwood & Goetz Wealth Advisory Group
Georgia
$232K -$460K -17,263 -67%
Citadel Advisors
24
Citadel Advisors
Florida
$227K +$227K +8,514 New
PCG
25
Prosperity Consulting Group
Maryland
$209K

DMAX Hedge Fund Activity: Q4 2025 in Review

30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Dec ETF (DMAX) for Q4 2025, worth a combined $62.1M — up 9.9% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DMAX positions and 8 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was BIP Wealth, opening a new position worth an estimated $22.3M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $20.3M sold.

  • 30 institutional investors held iShares Large Cap Max Buffer Dec ETF (DMAX) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $62.1M of iShares Large Cap Max Buffer Dec ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 12 funds opened new iShares Large Cap Max Buffer Dec ETF positions in Q4 2025 and 8 closed out, a net change of +4 holders.
  • The largest iShares Large Cap Max Buffer Dec ETF buyer in Q4 2025 was BIP Wealth, an estimated $22.3M added.
  • The largest iShares Large Cap Max Buffer Dec ETF seller in Q4 2025 was Strategic Blueprint, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2025.