MAXJ

iShares Large Cap Max Buffer Jun ETF

52 hedge funds and large institutions have $96.7M 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: $ → $

more funds holding in top 10

Funds holding in top 10:

12.12% less ownership

Funds ownership: 68.46%56.35% (-12%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
52
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
NIA
26
NBZ Investment Advisors
Tennessee
$706K
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$659K
CWS
28
Cypress Wealth Services
California
$612K
BSCCG
29
Blue Sky Capital Consultants Group
California
$608K
TWM
30
Tradition Wealth Management
Minnesota
$566K
OIA
31
OneDigital Investment Advisors
Kansas
$564K
BW
32
BIP Wealth
Georgia
$492K
FIA
33
Foundations Investment Advisors
Arizona
$436K
LPL Financial
34
LPL Financial
California
$435K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$392K
WCG
36
Weaver Consulting Group
California
$379K
BWM
37
BCGM Wealth Management
Indiana
$363K
AFP
38
Ausdal Financial Partners
Iowa
$300K
PCP
39
Proficio Capital Partners
Massachusetts
$291K
AIP
40
ARS Investment Partners
New York
$279K
AWAG
41
ARS Wealth Advisors Group
Florida
$223K
HI
42
Harbour Investments
Wisconsin
$204K
GWM
43
Geneos Wealth Management
Colorado
$98.4K
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.9K
ASN
45
Advisory Services Network
Georgia
$40.3K
FFA
46
Farther Finance Advisors
California
$32.3K
Osaic Holdings
47
Osaic Holdings
Arizona
$28.8K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$24K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17K
PWA
50
Physician Wealth Advisors
Utah
$13.4K