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
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.5%
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
Shares
Change %
JLBC
1
J.L. Bainbridge & Co
Florida
$26.1M +$22.1M +801,761 +547%
SB
2
Strategic Blueprint
Georgia
$18.5M +$2.52M +91,713 +16%
OIA
3
OneDigital Investment Advisors
Kansas
$4.81M +$2.65M +96,370 +123%
BWP
4
Balboa Wealth Partners
Arizona
$4.77M -$263K -9,567 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.46M +$2.82M +102,616 +441%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.02M
PIA
7
Panoramic Investment Advisors
Colorado
$1.88M -$11K -400 -0.6%
AWM
8
Axxcess Wealth Management
California
$1.29M -$55K -2,001 -4%
AWA
9
Amplius Wealth Advisors
Pennsylvania
$1.18M -$18.7M -679,927 -94%
CFS
10
CRA Financial Services
New Jersey
$1.18M -$389K -14,140 -25%
MC
11
Middleton & Co
Massachusetts
$994K
SCA
12
Snowden Capital Advisors
New York
$985K -$595K -21,628 -38%
CF
13
Crosspoint Financial
California
$947K
NIA
14
NBZ Investment Advisors
Tennessee
$801K
Citadel Advisors
15
Citadel Advisors
Florida
$792K -$198K -7,201 -20%
KAS
16
Kestra Advisory Services
Texas
$718K -$2.75K -100 -0.4%
TWM
17
Tradition Wealth Management
Minnesota
$714K
CWS
18
Cypress Wealth Services
California
$600K +$600K +21,814 New
GFG
19
Grantvest Financial Group
New Jersey
$505K +$3.71K +135 +0.7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$461K -$472K -17,163 -51%
FA
21
FC Advisory
Pennsylvania
$407K +$407K +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