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MAXJ

iShares Large Cap Max Buffer Jun ETF

52 hedge funds and large institutions have $96.7M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

41% more funds holding

Funds holding: 3752 (+15)

27% more capital invested

Capital invested by funds: $76.1M → $96.7M (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12.12% less ownership

Funds ownership: 68.46%56.35% (-12%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
52
Holders Change
+15
Holders Change %
+40.54%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1
J.L. Bainbridge & Co
Florida
$27M +$398K +14,348 +2%
SB
2
Strategic Blueprint
Georgia
$25.6M +$6.71M +241,662 +36%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.53M
EMAM
4
Encompass More Asset Management
California
$3.18M +$3.15M +113,449 New
ATS
5
Ashton Thomas Securities
New York
$2.35M +$2.33M +83,829 New
FA
6
FC Advisory
Pennsylvania
$2.18M +$1.74M +62,841 +425%
CFC
7
Client First Capital
California
$2.14M +$2.12M +76,387 New
BWP
8
Balboa Wealth Partners
Arizona
$2.1M -$2.74M -98,702 -57%
PIA
9
Panoramic Investment Advisors
Colorado
$1.91M
DLHL
10
Donald L. Hagan LLC
Florida
$1.86M +$1.84M +66,182 New
HighTower Advisors
11
HighTower Advisors
Illinois
$1.71M -$353K -12,728 -17%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$1.7M +$1.68M +60,469 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.62M +$809K +29,141 +101%
KAS
14
Kestra Advisory Services
Texas
$1.2M +$462K +16,643 +64%
CFS
15
CRA Financial Services
New Jersey
$1.19M -$15.3K -550 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.13M +$651K +23,446 +140%
GFG
17
Grantvest Financial Group
New Jersey
$1.06M +$540K +19,455 +106%
CA
18
Crewe Advisors
Utah
$1.02M +$1.01M +36,295 New
MC
19
Middleton & Co
Massachusetts
$1.01M
OMC
20
Old Mission Capital
Illinois
$1M +$991K +35,689 New
CF
21
Crosspoint Financial
California
$965K
AWM
22
Axxcess Wealth Management
California
$893K -$419K -15,111 -32%
CWG
23
Crown Wealth Group
North Carolina
$876K +$867K +31,244 New
AWA
24
Amplius Wealth Advisors
Pennsylvania
$815K -$388K -13,981 -32%
SCA
25
Snowden Capital Advisors
New York
$791K -$211K -7,590 -21%

MAXJ Hedge Fund Activity: Q3 2025 in Review

52 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q3 2025, worth a combined $96.7M — up 27% from $76.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MAXJ positions and 2 closed out — a net gain of 16 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $6.71M. The largest seller was OneDigital Investment Advisors, cutting an estimated $4.3M.

  • 52 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $96.7M of iShares Large Cap Max Buffer Jun ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 18 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q3 2025 and 2 closed out, a net change of +16 holders.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q3 2025 was Strategic Blueprint, an estimated $6.71M added.
  • The largest iShares Large Cap Max Buffer Jun ETF seller in Q3 2025 was OneDigital Investment Advisors, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2025.