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MAXJ

iShares Large Cap Max Buffer Jun ETF

37 hedge funds and large institutions have $76.1M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.55% more ownership

Funds ownership: 59.91%68.46% (+8.6%)

8% more capital invested

Capital invested by funds: $70.5M → $76.1M (+$5.63M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3837 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1
J.L. Bainbridge & Co
Florida
$26.1M +$21M +801,761 +547%
SB
2
Strategic Blueprint
Georgia
$18.5M +$2.41M +91,713 +16%
OIA
3
OneDigital Investment Advisors
Kansas
$4.81M +$2.53M +96,370 +123%
BWP
4
Balboa Wealth Partners
Arizona
$4.77M -$251K -9,567 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.46M +$2.69M +102,616 +441%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.02M
PIA
7
Panoramic Investment Advisors
Colorado
$1.88M -$10.5K -400 -0.6%
AWM
8
Axxcess Wealth Management
California
$1.29M -$52.5K -2,001 -4%
AWA
9
Amplius Wealth Advisors
Pennsylvania
$1.18M -$17.8M -679,927 -94%
CFS
10
CRA Financial Services
New Jersey
$1.18M -$371K -14,140 -25%
MC
11
Middleton & Co
Massachusetts
$994K
SCA
12
Snowden Capital Advisors
New York
$985K -$568K -21,628 -38%
CF
13
Crosspoint Financial
California
$947K
NIA
14
NBZ Investment Advisors
Tennessee
$801K
Citadel Advisors
15
Citadel Advisors
Florida
$792K -$189K -7,201 -20%
KAS
16
Kestra Advisory Services
Texas
$718K -$2.62K -100 -0.4%
TWM
17
Tradition Wealth Management
Minnesota
$714K
CWS
18
Cypress Wealth Services
California
$600K +$572K +21,814 New
GFG
19
Grantvest Financial Group
New Jersey
$505K +$3.54K +135 +0.7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$461K -$450K -17,163 -51%
FA
21
FC Advisory
Pennsylvania
$407K +$388K +14,799 New
WCG
22
Weaver Consulting Group
California
$380K
BWM
23
BCGM Wealth Management
Indiana
$356K
SEIA
24
Signature Estate & Investment Advisors
California
$341K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$306K

MAXJ Hedge Fund Activity: Q2 2025 in Review

37 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q2 2025, worth a combined $76.1M — up 8% from $70.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MAXJ and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 5 added.

The largest buyer was J.L. Bainbridge & Co, adding an estimated $21M. The largest seller was Amplius Wealth Advisors, cutting an estimated $17.8M.

  • 37 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q2 2025, down from 38 in Q1 2025.
  • Funds reported $76.1M of iShares Large Cap Max Buffer Jun ETF stock for Q2 2025, up 8% quarter-over-quarter.
  • 3 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q2 2025 was J.L. Bainbridge & Co, an estimated $21M added.
  • The largest iShares Large Cap Max Buffer Jun ETF seller in Q2 2025 was Amplius Wealth Advisors, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2025.