MAXJ

iShares Large Cap Max Buffer Jun ETF

37 hedge funds and large institutions have $76.1M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
37
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1
J.L. Bainbridge & Co
Florida
$26.1M
SB
2
Strategic Blueprint
Georgia
$18.5M
OIA
3
OneDigital Investment Advisors
Kansas
$4.81M
BWP
4
Balboa Wealth Partners
Arizona
$4.77M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.46M
HighTower Advisors
6
HighTower Advisors
Illinois
$2.02M
PIA
7
Panoramic Investment Advisors
Colorado
$1.88M
AWM
8
Axxcess Wealth Management
California
$1.29M
AWA
9
Amplius Wealth Advisors
Pennsylvania
$1.18M
CFS
10
CRA Financial Services
New Jersey
$1.18M
MC
11
Middleton & Co
Massachusetts
$994K
SCA
12
Snowden Capital Advisors
New York
$985K
CF
13
Crosspoint Financial
California
$947K
NIA
14
NBZ Investment Advisors
Tennessee
$801K
Citadel Advisors
15
Citadel Advisors
Florida
$792K
KAS
16
Kestra Advisory Services
Texas
$718K
TWM
17
Tradition Wealth Management
Minnesota
$714K
CWS
18
Cypress Wealth Services
California
$600K
GFG
19
Grantvest Financial Group
New Jersey
$505K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$461K
FA
21
FC Advisory
Pennsylvania
$407K
WCG
22
Weaver Consulting Group
California
$380K
BWM
23
BCGM Wealth Management
Indiana
$356K
SEIA
24
Signature Estate & Investment Advisors
California
$341K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$306K