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MAXJ

iShares Large Cap Max Buffer Jun ETF

48 hedge funds and large institutions have $82.9M invested in iShares Large Cap Max Buffer Jun ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 55.33%56.61% (+1.3%)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less capital invested

Capital invested by funds: $88.6M → $82.9M (-$5.71M)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
21
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
$25.4M -$1.39M -49,107 -5%
BW
2
BIP Wealth
Georgia
$25.4M -$463K -16,379 -2%
ATS
3
Ashton Thomas Securities
New York
$2.59M +$2.61M +92,109 New
CFC
4
Client First Capital
California
$2.55M +$373K +13,175 +17%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$2.1M +$82.8K +2,928 +4%
PIA
6
Panoramic Investment Advisors
Colorado
$1.95M +$25.5K +900 +1%
FA
7
FC Advisory
Pennsylvania
$1.82M -$333K -11,786 -15%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.67M -$34.6K -1,224 -2%
BWP
9
Balboa Wealth Partners
Arizona
$1.51M -$405K -14,312 -21%
CFS
10
CRA Financial Services
New Jersey
$1.14M -$25.5K -900 -2%
CA
11
Crewe Advisors
Utah
$1.02M
Citadel Advisors
12
Citadel Advisors
Florida
$984K +$138K +4,870 +16%
KAS
13
Kestra Advisory Services
Texas
$953K -$39.9K -1,411 -4%
GFG
14
Grantvest Financial Group
New Jersey
$918K -$19K -670 -2%
CF
15
Crosspoint Financial
California
$914K -$56.6K -2,000 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$908K -$2.66M -94,170 -74%
EMAM
17
Encompass More Asset Management
California
$850K -$2.35M -83,054 -73%
AWA
18
Amplius Wealth Advisors
Pennsylvania
$739K -$79.6K -2,815 -10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$700K +$151K +5,346 +27%
MC
20
Middleton & Co
Massachusetts
$650K -$362K -12,800 -36%
FIA
21
Foundations Investment Advisors
Arizona
$625K -$91.4K -3,232 -13%
CWS
22
Cypress Wealth Services
California
$619K
TWM
23
Tradition Wealth Management
Minnesota
$568K -$1.1K -39 -0.2%
NIA
24
NBZ Investment Advisors
Tennessee
$544K -$141 -5 -0%
OIA
25
OneDigital Investment Advisors
Kansas
$538K

MAXJ Hedge Fund Activity: Q1 2026 in Review

48 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Jun ETF (MAXJ) for Q1 2026, worth a combined $82.9M — down 6.4% from $88.6M a quarter earlier.

Fund positioning in MAXJ was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 21 trimmed.

The largest buyer was Ashton Thomas Securities, opening a new position worth an estimated $2.61M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.66M.

  • 48 institutional investors held iShares Large Cap Max Buffer Jun ETF (MAXJ) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $82.9M of iShares Large Cap Max Buffer Jun ETF stock for Q1 2026, down 6.4% quarter-over-quarter.
  • 4 funds opened new iShares Large Cap Max Buffer Jun ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest iShares Large Cap Max Buffer Jun ETF buyer in Q1 2026 was Ashton Thomas Securities, an estimated $2.61M added.
  • The largest iShares Large Cap Max Buffer Jun ETF seller in Q1 2026 was Commonwealth Equity Services, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2026.