MAXJ

iShares Large Cap Max Buffer Jun ETF
MAXJ

Overview Fund Activity

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
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
5
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JLBC
J.L. Bainbridge & Co
Florida
+$22.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.82M
3
OIA
OneDigital Investment Advisors
Kansas
+$2.65M
4
SB
Strategic Blueprint
Georgia
+$2.52M
5
CWS
Cypress Wealth Services
California
+$600K

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$18.7M
2
BlackRock
BlackRock
New York
-$7.87M
3
SCA
Snowden Capital Advisors
New York
-$595K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$472K
5
UBS Group
UBS Group
Switzerland
-$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$288K – – –
PCP
27
Proficio Capital Partners
Massachusetts
$286K – – –
AIP
28
ARS Investment Partners
New York
$274K – – –
SPC
29
Sigma Planning Corp
Michigan
$239K -$224K -8,150 -48%
AWAG
30
ARS Wealth Advisors Group
Florida
$218K – – –
GWM
31
Geneos Wealth Management
Colorado
$96.5K -$32.2K -1,169 -25%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90K -$35.1K -1,275 -28%
FFA
33
Farther Finance Advisors
California
$32.7K -$59.1K -2,150 -64%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$17K -$197K -7,139 -92%
PWA
35
Physician Wealth Advisors
Utah
$13.2K – – –
IA
36
IFP Advisors
Florida
$1.38K +$1.38K +50 New
Osaic Holdings
37
Osaic Holdings
Arizona
$522 -$52.6K -2,016 -99%
BlackRock
38
BlackRock
New York
– -$7.87M -305,000 Closed
UBS Group
39
UBS Group
Switzerland
– -$443K -17,176 Closed
PS
40
Principal Securities
Iowa
– -$2.61K -100 Closed
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
– -$127 -4 Closed
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