iShares Large Cap Max Buffer Jun ETF
MAXJ
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.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $60.3M → $78.6M (+$18.2M)
21.52% more ownership
Funds ownership: 35.39% → 56.91% (+22%)
15% more funds holding
Funds holding: 33 → 38 (+5)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$24.4M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$7.59M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$811K |
| 5 |
PIA
Panoramic Investment Advisors
Denver,
Colorado
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.3M |
| 2 |
BlackRock
New York
|
-$2.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.28M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.06M |
| 5 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$634K |
MAXJ Hedge Fund Activity: Q4 2024 in Review
38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q4 2024, worth a combined $78.6M — up 30% from $60.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MAXJ positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $24.4M. The largest seller was Royal Bank of Canada, cutting an estimated $11.3M.
- 38 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q4 2024, up from 33 in Q3 2024.
- Funds reported $78.6M of iShares Large Cap Max Buffer Jun ETF stock for Q4 2024, up 30% quarter-over-quarter.
- 8 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest iShares Large Cap Max Buffer Jun ETF buyer in Q4 2024 was Amplius Wealth Advisors, an estimated $24.4M added.
- The largest iShares Large Cap Max Buffer Jun ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2024.