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iShares Large Cap Deep Buffer ETF

40 hedge funds and large institutions have $650M invested in iShares Large Cap Deep Buffer ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
13
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$461K +$42.2K +1,389 +10%
KCM
27
KM Capital Management
Texas
$459K
NA
28
NewEdge Advisors
Louisiana
$455K +$60.1K +1,937 +15%
TC
29
TownSquare Capital
Utah
$435K -$13.1M -422,418 -97%
DAS
30
Diversify Advisory Services
Utah
$405K +$8.96K +281 +2%
GWM
31
Gibbs Wealth Management
Georgia
$337K +$337K +10,877 New
RW
32
Regimen Wealth
Georgia
$277K
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$257K
DWM
34
Diversify Wealth Management
Utah
$250K -$19.2K -601 -7%
MWM
35
Modern Wealth Management
Kansas
$202K +$202K +6,502 New
HI
36
Harbour Investments
Wisconsin
$51.7K
PS
37
Principal Securities
Iowa
$49.6K
IA
38
IFP Advisors
Florida
$8.68K +$8.68K +280 New
GWM
39
Geneos Wealth Management
Colorado
$2.02K -$2.02K -65 -50%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.68K -$48K -1,546 -97%
AAS
41
Ameritas Advisory Services
Nebraska
-$592K -19,778 Closed
FD
42
Financial Designs
California
-$294K -10,035 Closed
SAI
43
Savvy Advisors Inc
New York
-$237K -8,080 Closed
CA
44
Continuum Advisory
Idaho
-$186K -6,353 Closed
MG
45
Mather Group
Illinois
-$14.4K -490 Closed
Osaic Holdings
46
Osaic Holdings
Arizona
-$7.33K -250 Closed
UBS Group
47
UBS Group
Switzerland
-$645 -22 Closed