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MAXJ

iShares Large Cap Max Buffer Jun ETF
MAXJ

33 hedge funds and large institutions have $60.3M invested in iShares Large Cap Max Buffer Jun ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.39% more ownership

Funds ownership: 0% → 35.39% (+35%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11M
2
BlackRock
BlackRock
New York
+$10.2M
3
SB
Strategic Blueprint
Georgia
+$6.9M
4
BWP
Balboa Wealth Partners
Arizona
+$5.16M
5
JLBC
J.L. Bainbridge & Co
Florida
+$3.73M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.3M +$11M +433,258 New
BlackRock
2
BlackRock
New York
$10.4M +$10.2M +400,000 New
SB
3
Strategic Blueprint
Georgia
$7.04M +$6.9M +270,967 New
BWP
4
Balboa Wealth Partners
Arizona
$5.27M +$5.16M +202,755 New
JLBC
5
J.L. Bainbridge & Co
Florida
$3.81M +$3.73M +146,577 New
OIA
6
OneDigital Investment Advisors
Kansas
$2.16M +$2.12M +83,244 New
HighTower Advisors
7
HighTower Advisors
Illinois
$1.96M +$1.92M +75,400 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.91M +$1.87M +73,500 New
SCA
9
Snowden Capital Advisors
New York
$1.68M +$1.64M +64,576 New
PIA
10
Panoramic Investment Advisors
Colorado
$1.48M +$1.45M +56,900 New
Jane Street
11
Jane Street
New York
$1.38M +$1.35M +53,047 New
CFS
12
CRA Financial Services
New Jersey
$1.34M +$1.31M +51,575 New
AWM
13
Axxcess Wealth Management
California
$1.27M +$1.25M +48,927 New
SPC
14
Sigma Planning Corp
Michigan
$1.14M +$1.11M +43,737 New
CW
15
CreativeOne Wealth
Kansas
$1.06M +$1.04M +40,689 New
MC
16
Middleton & Co
Massachusetts
$942K +$923K +36,250 New
CF
17
Crosspoint Financial
California
$894K +$876K +34,381 New
TWM
18
Tradition Wealth Management
Minnesota
$839K +$822K +32,281 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$686K +$672K +26,387 New
KAS
20
Kestra Advisory Services
Texas
$673K +$660K +25,904 New
SIG
21
Spinnaker Investment Group
California
$634K +$621K +24,399 New
WCG
22
Weaver Consulting Group
California
$359K +$351K +13,800 New
BWM
23
BCGM Wealth Management
Indiana
$334K +$328K +12,865 New
PFS
24
Prospera Financial Services
Texas
$320K +$313K +12,300 New
EGWAG
25
Elwood & Goetz Wealth Advisory Group
Georgia
$303K +$297K +11,648 New
1
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MAXJ Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q3 2024, worth a combined $60.3M.

Buyers outnumbered sellers: 33 funds opened new MAXJ positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $11M.

  • 33 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $60.3M of iShares Large Cap Max Buffer Jun ETF stock for Q3 2024.
  • 33 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q3 2024 and 0 closed out, a net change of +33 holders.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $11M added.

Based on aggregated 13F filings for Q3 2024.