MAXJ

iShares Large Cap Max Buffer Jun ETF

50 hedge funds and large institutions have $95.8M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$659K
CWS
27
Cypress Wealth Services
California
$612K
BSCCG
28
Blue Sky Capital Consultants Group
California
$608K
TWM
29
Tradition Wealth Management
Minnesota
$566K
OIA
30
OneDigital Investment Advisors
Kansas
$564K
BW
31
BIP Wealth
Georgia
$492K
FIA
32
Foundations Investment Advisors
Arizona
$436K
LPL Financial
33
LPL Financial
California
$435K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$392K
WCG
35
Weaver Consulting Group
California
$379K
BWM
36
BCGM Wealth Management
Indiana
$363K
AFP
37
Ausdal Financial Partners
Iowa
$300K
PCP
38
Proficio Capital Partners
Massachusetts
$291K
AIP
39
ARS Investment Partners
New York
$279K
AWAG
40
ARS Wealth Advisors Group
Florida
$223K
HI
41
Harbour Investments
Wisconsin
$204K
GWM
42
Geneos Wealth Management
Colorado
$98.4K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.9K
ASN
44
Advisory Services Network
Georgia
$40.3K
FFA
45
Farther Finance Advisors
California
$32.3K
Osaic Holdings
46
Osaic Holdings
Arizona
$28.8K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$24K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$17K
PWA
49
Physician Wealth Advisors
Utah
$13.4K
AWM
50
AE Wealth Management
Kansas
$2.41K