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DMAX

iShares Large Cap Max Buffer Dec ETF
DMAX

43 hedge funds and large institutions have $96.3M invested in iShares Large Cap Max Buffer Dec ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

55% more capital invested

Capital invested by funds: $62.1M → $96.3M (+$34.2M)

43% more funds holding

Funds holding: 30 → 43 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.88% less ownership

Funds ownership: 77.59% → 69.71% (-7.9%)

Holders
43
Holders Change
+13
Holders Change %
+43.33%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
11
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JLBC
J.L. Bainbridge & Co
Florida
+$18.2M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.34M
3
ATS
Ashton Thomas Securities
New York
+$2.64M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$2.08M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.07M

Top Sellers

1
BW
BIP Wealth
Georgia
-$2.01M
2
Morgan Stanley
Morgan Stanley
New York
-$1.54M
3
KIM
Kestra Investment Management
Texas
-$322K
4
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$232K
5
GFG
Grantvest Financial Group
New Jersey
-$70.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1
BIP Wealth
Georgia
$20.2M -$2.01M -75,132 -9%
JLBC
2
J.L. Bainbridge & Co
Florida
$18.1M +$18.2M +682,097 New
CWG
3
Crown Wealth Group
North Carolina
$13.2M +$442K +16,540 +3%
BlackRock
4
BlackRock
New York
$10.6M – – –
FA
5
FC Advisory
Pennsylvania
$4.07M +$1.49M +55,731 +57%
Raymond James Financial
6
Raymond James Financial
Florida
$3.32M +$3.34M +124,997 New
ATS
7
Ashton Thomas Securities
New York
$2.63M +$2.64M +98,855 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.38M +$2.07M +77,631 +643%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$2.07M +$2.08M +77,782 New
CA
10
Crewe Advisors
Utah
$2.01M +$1.01M +37,883 +100%
GFG
11
Grantvest Financial Group
New Jersey
$1.7M -$70.9K -2,656 -4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.46M – – –
BSCCG
13
Blue Sky Capital Consultants Group
California
$1.34M +$46.4K +1,738 +4%
AFP
14
ATX Financial Planning
Texas
$1.16M +$232K +8,694 +25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$927K +$932K +34,890 New
OMC
16
Old Mission Capital
Illinois
$903K +$907K +33,969 New
EMAM
17
Encompass More Asset Management
California
$856K +$860K +32,206 New
AWA
18
Amplius Wealth Advisors
Pennsylvania
$788K – – –
Citadel Advisors
19
Citadel Advisors
Florida
$786K +$562K +21,053 +247%
Creative Planning
20
Creative Planning
Kansas
$729K – – –
SHWM
21
Smith & Howard Wealth Management
Georgia
$622K +$626K +23,422 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$605K +$71.8K +2,687 +13%
CF
23
Crosspoint Financial
California
$576K +$579K +21,683 New
ASN
24
Advisory Services Network
Georgia
$532K +$534K +20,005 New
AFP
25
Ausdal Financial Partners
Iowa
$522K +$525K +19,641 New
1
2

DMAX Hedge Fund Activity: Q1 2026 in Review

43 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Dec ETF (DMAX) for Q1 2026, worth a combined $96.3M — up 55% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DMAX positions and 4 closed out — a net gain of 14 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was J.L. Bainbridge & Co, opening a new position worth an estimated $18.2M. The largest seller was BIP Wealth, cutting an estimated $2.01M.

  • 43 institutional investors held iShares Large Cap Max Buffer Dec ETF (DMAX) as of Q1 2026, up from 30 in Q4 2025.
  • Funds reported $96.3M of iShares Large Cap Max Buffer Dec ETF stock for Q1 2026, up 55% quarter-over-quarter.
  • 18 funds opened new iShares Large Cap Max Buffer Dec ETF positions in Q1 2026 and 4 closed out, a net change of +14 holders.
  • The largest iShares Large Cap Max Buffer Dec ETF buyer in Q1 2026 was J.L. Bainbridge & Co, an estimated $18.2M added.
  • The largest iShares Large Cap Max Buffer Dec ETF seller in Q1 2026 was BIP Wealth, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2026.