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MAXJ

iShares Large Cap Max Buffer Jun ETF
MAXJ

38 hedge funds and large institutions have $78.6M invested in iShares Large Cap Max Buffer Jun ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

30% more capital invested

Capital invested by funds: $60.3M → $78.6M (+$18.2M)

21.52% more ownership

Funds ownership: 35.39% → 56.91% (+22%)

15% more funds holding

Funds holding: 33 → 38 (+5)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
5
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$24.4M
2
SB
Strategic Blueprint
Georgia
+$7.59M
3
OMC
Old Mission Capital
Illinois
+$1.16M
4
Citadel Advisors
Citadel Advisors
Florida
+$811K
5
PIA
Panoramic Investment Advisors
Colorado
+$308K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.3M
2
BlackRock
BlackRock
New York
-$2.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.28M
4
CW
CreativeOne Wealth
Kansas
-$1.06M
5
SIG
Spinnaker Investment Group
California
-$634K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$291K – – –
AWS
27
Atria Wealth Solutions
New York
$273K – – –
AIP
28
ARS Investment Partners
New York
$260K – – –
PFS
29
Prospera Financial Services
Texas
$217K -$105K -4,000 -33%
AWAG
30
ARS Wealth Advisors Group
Florida
$207K – – –
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K -$11.1K -425 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$41K -$11.3M -431,685 -100%
GWM
33
Geneos Wealth Management
Colorado
$30.6K +$30.6K +1,169 New
Osaic Holdings
34
Osaic Holdings
Arizona
$26.7K – – –
AF
35
Allworth Financial
California
$21.2K – – –
PWA
36
Physician Wealth Advisors
Utah
$12.4K +$12.4K +474 New
PS
37
Principal Securities
Iowa
$2.61K – – –
FFA
38
Farther Finance Advisors
California
$1.02K +$1.02K +39 New
CW
39
CreativeOne Wealth
Kansas
– -$1.06M -40,689 Closed
SIG
40
Spinnaker Investment Group
California
– -$634K -24,399 Closed
1
2

MAXJ Hedge Fund Activity: Q4 2024 in Review

38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q4 2024, worth a combined $78.6M — up 30% from $60.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MAXJ positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $24.4M. The largest seller was Royal Bank of Canada, cutting an estimated $11.3M.

  • 38 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $78.6M of iShares Large Cap Max Buffer Jun ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 8 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q4 2024 was Amplius Wealth Advisors, an estimated $24.4M added.
  • The largest iShares Large Cap Max Buffer Jun ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2024.