MAXJ

iShares Large Cap Max Buffer Jun ETF

38 hedge funds and large institutions have $78.6M invested in iShares Large Cap Max Buffer Jun ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$24.3M 931,267 +931,267 New
SB
2
Strategic Blueprint
Georgia
$14.7M 560,686 +289,719 +107%
BlackRock
3
BlackRock
New York
$8.36M 320,000 -80,000 -20%
BWP
4
Balboa Wealth Partners
Arizona
$5.07M 193,937 -8,818 -4%
JLBC
5
J.L. Bainbridge & Co
Florida
$3.83M 146,577
OIA
6
OneDigital Investment Advisors
Kansas
$2.2M 84,044 +800 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.97M 75,400
PIA
8
Panoramic Investment Advisors
Colorado
$1.79M 68,650 +11,750 +21%
SCA
9
Snowden Capital Advisors
New York
$1.63M 61,687 -2,889 -4%
CFS
10
CRA Financial Services
New Jersey
$1.47M 56,125 +4,550 +9%
AWM
11
Axxcess Wealth Management
California
$1.28M 48,927
OMC
12
Old Mission Capital
Illinois
$1.16M 44,297 +44,297 New
Jane Street
13
Jane Street
New York
$1.06M 40,733 -12,314 -23%
SPC
14
Sigma Planning Corp
Michigan
$1.03M 39,237 -4,500 -10%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$955K 36,526 +10,139 +38%
MC
16
Middleton & Co
Massachusetts
$947K 36,250
TWM
17
Tradition Wealth Management
Minnesota
$844K 32,281
Citadel Advisors
18
Citadel Advisors
Florida
$809K 30,956 +30,956 New
NIA
19
NBZ Investment Advisors
Tennessee
$798K 30,531 +30,531 New
KAS
20
Kestra Advisory Services
Texas
$677K 25,904
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$643K 24,592 -48,908 -67%
GFG
22
Grantvest Financial Group
New Jersey
$538K 20,583 +20,583 New
WCG
23
Weaver Consulting Group
California
$361K 13,800
BWM
24
BCGM Wealth Management
Indiana
$336K 12,865
EGWAG
25
Elwood & Goetz Wealth Advisory Group
Georgia
$304K 11,648