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MAXJ

iShares Large Cap Max Buffer Jun ETF
MAXJ

38 hedge funds and large institutions have $70.5M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 56.91% → 59.91% (+3%)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

10% less capital invested

Capital invested by funds: $78.6M → $70.5M (-$8.09M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Strategic Blueprint
Georgia
+$533K
2
UBS Group
UBS Group
Switzerland
+$451K
3
SEIA
Signature Estate & Investment Advisors
California
+$325K
4
PCP
Proficio Capital Partners
Massachusetts
+$272K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$162K

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$5.46M
2
OMC
Old Mission Capital
Illinois
-$1.16M
3
Jane Street
Jane Street
New York
-$1.06M
4
SPC
Sigma Planning Corp
Michigan
-$588K
5
BlackRock
BlackRock
New York
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$287K -$787 -30 -0.3%
AWS
27
Atria Wealth Solutions
New York
$270K – – –
PCP
28
Proficio Capital Partners
Massachusetts
$268K +$272K +10,380 New
AIP
29
ARS Investment Partners
New York
$260K – – –
AWAG
30
ARS Wealth Advisors Group
Florida
$205K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$200K +$162K +6,181 +393%
GWM
32
Geneos Wealth Management
Colorado
$121K +$92K +3,507 +300%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K – – –
FFA
34
Farther Finance Advisors
California
$86.2K +$86.6K +3,301 +8,464%
Osaic Holdings
35
Osaic Holdings
Arizona
$52.5K +$26.6K +1,016 +100%
PWA
36
Physician Wealth Advisors
Utah
$12.3K +$105 +4 +0.8%
PS
37
Principal Securities
Iowa
$2.61K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$127 +$105 +4 New
OMC
39
Old Mission Capital
Illinois
– -$1.16M -44,297 Closed
Jane Street
40
Jane Street
New York
– -$1.06M -40,733 Closed
EGWAG
41
Elwood & Goetz Wealth Advisory Group
Georgia
– -$304K -11,648 Closed
PFS
42
Prospera Financial Services
Texas
– -$217K -8,300 Closed
AF
43
Allworth Financial
California
– -$21.2K -800 Closed
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