We are live on ! Find out more
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

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

41% more funds holding

Funds holding: 3752 (+15)

27% more capital invested

Capital invested by funds: $76.1M → $96.7M (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
+15
Holders Change %
+40.54%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
26
NBZ Investment Advisors
Tennessee
$706K -$110K -3,964 -14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$659K +$344K +12,374 +111%
CWS
28
Cypress Wealth Services
California
$612K
BSCCG
29
Blue Sky Capital Consultants Group
California
$608K +$601K +21,665 New
TWM
30
Tradition Wealth Management
Minnesota
$566K -$160K -5,768 -22%
OIA
31
OneDigital Investment Advisors
Kansas
$564K -$4.3M -154,861 -89%
BW
32
BIP Wealth
Georgia
$492K +$487K +17,547 New
FIA
33
Foundations Investment Advisors
Arizona
$436K +$431K +15,538 New
LPL Financial
34
LPL Financial
California
$435K +$431K +15,508 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$392K +$388K +13,990 New
WCG
36
Weaver Consulting Group
California
$379K -$8.33K -300 -2%
BWM
37
BCGM Wealth Management
Indiana
$363K
AFP
38
Ausdal Financial Partners
Iowa
$300K +$297K +10,709 New
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 +$202K +7,278 New
GWM
43
Geneos Wealth Management
Colorado
$98.4K
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.9K -$11.7K -420 -13%
ASN
45
Advisory Services Network
Georgia
$40.3K +$39.9K +1,436 New
FFA
46
Farther Finance Advisors
California
$32.3K -$1.08K -39 -3%
Osaic Holdings
47
Osaic Holdings
Arizona
$28.8K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.4K +844 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17K
PWA
50
Physician Wealth Advisors
Utah
$13.4K

MAXJ Hedge Fund Activity: Q3 2025 in Review

52 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q3 2025, worth a combined $96.7M — up 27% from $76.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MAXJ positions and 2 closed out — a net gain of 16 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $6.71M. The largest seller was OneDigital Investment Advisors, cutting an estimated $4.3M.

  • 52 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $96.7M of iShares Large Cap Max Buffer Jun ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 18 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q3 2025 and 2 closed out, a net change of +16 holders.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q3 2025 was Strategic Blueprint, an estimated $6.71M added.
  • The largest iShares Large Cap Max Buffer Jun ETF seller in Q3 2025 was OneDigital Investment Advisors, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2025.