MAXJ

iShares Large Cap Max Buffer Jun ETF

38 hedge funds and large institutions have $70.5M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
11
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$18.6M -$5.37M -208,292 -22%
SB
2
Strategic Blueprint
Georgia
$15M +$524K +20,325 +4%
BlackRock
3
BlackRock
New York
$7.87M -$387K -15,000 -5%
BWP
4
Balboa Wealth Partners
Arizona
$4.72M -$279K -10,809 -6%
JLBC
5
J.L. Bainbridge & Co
Florida
$3.78M
OIA
6
OneDigital Investment Advisors
Kansas
$2.03M -$141K -5,459 -6%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.9M -$46.7K -1,810 -2%
PIA
8
Panoramic Investment Advisors
Colorado
$1.77M
SCA
9
Snowden Capital Advisors
New York
$1.48M -$110K -4,259 -7%
CFS
10
CRA Financial Services
New Jersey
$1.47M +$23K +891 +2%
AWM
11
Axxcess Wealth Management
California
$1.26M +$413 +16 +0%
MC
12
Middleton & Co
Massachusetts
$931K -$3.43K -133 -0.4%
Citadel Advisors
13
Citadel Advisors
Florida
$928K +$129K +5,021 +16%
CF
14
Crosspoint Financial
California
$888K +$888K +34,413 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$874K -$67.5K -2,618 -7%
NIA
16
NBZ Investment Advisors
Tennessee
$751K -$36.2K -1,402 -5%
KAS
17
Kestra Advisory Services
Texas
$676K +$7.97K +309 +1%
TWM
18
Tradition Wealth Management
Minnesota
$670K -$163K -6,318 -20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$600K -$34K -1,319 -5%
GFG
20
Grantvest Financial Group
New Jersey
$470K -$61.3K -2,378 -12%
UBS Group
21
UBS Group
Switzerland
$443K +$443K +17,176 New
SPC
22
Sigma Planning Corp
Michigan
$434K -$578K -22,400 -57%
WCG
23
Weaver Consulting Group
California
$356K
BWM
24
BCGM Wealth Management
Indiana
$334K +$2.04K +79 +0.6%
SEIA
25
Signature Estate & Investment Advisors
California
$319K +$319K +12,385 New