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MAXJ

iShares Large Cap Max Buffer Jun ETF

48 hedge funds and large institutions have $88.6M invested in iShares Large Cap Max Buffer Jun ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% less ownership

Funds ownership: 56.35%55.33% (-1%)

8% less funds holding

Funds holding: 5248 (-4)

8% less capital invested

Capital invested by funds: $96.7M → $88.6M (-$8.13M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1
J.L. Bainbridge & Co
Florida
$26.8M -$322K -11,409 -1%
BW
2
BIP Wealth
Georgia
$25.9M +$25.4M +899,424 +5,126%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.56M +$14.6K +516 +0.4%
EMAM
4
Encompass More Asset Management
California
$3.19M -$6.15K -218 -0.2%
CFC
5
Client First Capital
California
$2.18M +$24.3K +861 +1%
FA
6
FC Advisory
Pennsylvania
$2.15M -$36.7K -1,301 -2%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$2.02M +$319K +11,296 +19%
PIA
8
Panoramic Investment Advisors
Colorado
$1.92M
BWP
9
Balboa Wealth Partners
Arizona
$1.92M -$190K -6,750 -9%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.7M -$11.9K -421 -0.7%
CFS
11
CRA Financial Services
New Jersey
$1.16M -$30.7K -1,090 -3%
CA
12
Crewe Advisors
Utah
$1.02M
MC
13
Middleton & Co
Massachusetts
$1.01M -$7.05K -250 -0.7%
KAS
14
Kestra Advisory Services
Texas
$994K -$211K -7,491 -18%
CF
15
Crosspoint Financial
California
$971K +$1.16K +41 +0.1%
GFG
16
Grantvest Financial Group
New Jersey
$938K -$127K -4,518 -12%
Citadel Advisors
17
Citadel Advisors
Florida
$848K -$785K -27,837 -48%
AWM
18
Axxcess Wealth Management
California
$835K -$62.3K -2,210 -7%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$820K
FIA
20
Foundations Investment Advisors
Arizona
$717K +$279K +9,879 +64%
CWS
21
Cypress Wealth Services
California
$620K +$5.16K +183 +0.8%
TWM
22
Tradition Wealth Management
Minnesota
$569K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$550K -$112K -3,977 -17%
NIA
24
NBZ Investment Advisors
Tennessee
$545K -$165K -5,839 -23%
OIA
25
OneDigital Investment Advisors
Kansas
$538K -$28.2K -999 -5%

MAXJ Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q4 2025, worth a combined $88.6M — down 8.4% from $96.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MAXJ and 4 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 10 added.

The largest buyer was BIP Wealth, adding an estimated $25.4M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $25.6M sold.

  • 48 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q4 2025, down from 52 in Q3 2025.
  • Funds reported $88.6M of iShares Large Cap Max Buffer Jun ETF stock for Q4 2025, down 8.4% quarter-over-quarter.
  • 4 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q4 2025 and 7 closed out, a net change of -3 holders.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q4 2025 was BIP Wealth, an estimated $25.4M added.
  • The largest iShares Large Cap Max Buffer Jun ETF seller in Q4 2025 was Strategic Blueprint, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2025.