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iShares Large Cap Deep Buffer ETF

40 hedge funds and large institutions have $227M invested in iShares Large Cap Deep Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+26
Holders Change %
+185.71%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
3AM
1
3EDGE Asset Management
Florida
$86.9M +$86.9M +2,964,087 New
AP
2
Americana Partners
Texas
$39.2M +$39.2M +1,337,989 New
BlackRock
3
BlackRock
New York
$27.9M
TC
4
TownSquare Capital
Utah
$12.8M +$12.8M +436,436 New
WCP
5
Wick Capital Partners
Pennsylvania
$9.95M -$2.27M -77,514 -19%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$9.7M +$1.6M +54,570 +20%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.65M +$7.65M +260,838 New
PS
8
Planned Solutions
California
$5.4M +$68.3K +2,328 +1%
AWAU
9
Alliance Wealth Advisors (Utah)
Utah
$4.24M +$4.24M +144,618 New
VFPW
10
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.46M -$35.8K -1,222 -1%
PWG
11
Portside Wealth Group
Utah
$2.53M +$2.53M +86,415 New
CFG
12
Certior Financial Group
Pennsylvania
$2.49M +$2.49M +85,012 New
Cerity Partners
13
Cerity Partners
New York
$2.16M +$2.16M +73,774 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.97M +$670K +22,859 +51%
PI
15
PFG Investments
New York
$1.33M -$8.39K -286 -0.6%
MTC
16
Matrix Trust Company
Colorado
$1.02M +$1.02M +34,664 New
SB
17
Strategic Blueprint
Georgia
$996K +$68.3K +2,331 +7%
PCG
18
Prosperity Consulting Group
Maryland
$976K +$976K +33,277 New
VA
19
Valmark Advisers
Ohio
$716K +$716K +24,435 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$689K +$689K +23,485 New
NG
21
Norden Group
Utah
$633K +$633K +21,598 New
AAS
22
Ameritas Advisory Services
Nebraska
$592K -$575K -19,222 -49%
FNWA
23
Financial Network Wealth Advisors
Utah
$449K +$449K +15,300 New
KCM
24
KM Capital Management
Texas
$434K +$434K +14,800 New
CAG
25
Csenge Advisory Group
Florida
$392K +$392K +13,774 New