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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
BW
2
BIP Wealth
Georgia
$25.9M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.56M
EMAM
4
Encompass More Asset Management
California
$3.19M
CFC
5
Client First Capital
California
$2.18M
FA
6
FC Advisory
Pennsylvania
$2.15M
ATPW
7
Ashton Thomas Private Wealth
Arizona
$2.02M
PIA
8
Panoramic Investment Advisors
Colorado
$1.92M
BWP
9
Balboa Wealth Partners
Arizona
$1.92M
HighTower Advisors
10
HighTower Advisors
Illinois
$1.7M
CFS
11
CRA Financial Services
New Jersey
$1.16M
CA
12
Crewe Advisors
Utah
$1.02M
MC
13
Middleton & Co
Massachusetts
$1.01M
KAS
14
Kestra Advisory Services
Texas
$994K
CF
15
Crosspoint Financial
California
$971K
GFG
16
Grantvest Financial Group
New Jersey
$938K
Citadel Advisors
17
Citadel Advisors
Florida
$848K
AWM
18
Axxcess Wealth Management
California
$835K
AWA
19
Amplius Wealth Advisors
Pennsylvania
$820K
FIA
20
Foundations Investment Advisors
Arizona
$717K
CWS
21
Cypress Wealth Services
California
$620K
TWM
22
Tradition Wealth Management
Minnesota
$569K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$550K
NIA
24
NBZ Investment Advisors
Tennessee
$545K
OIA
25
OneDigital Investment Advisors
Kansas
$538K