SMAX

iShares Large Cap Max Buffer Sep ETF

24 hedge funds and large institutions have $61.4M invested in iShares Large Cap Max Buffer Sep ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 16 closing their positions.

Holders
24
Holders Change
-13
Holders Change %
-35.14%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
6
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JLBC
1
J.L. Bainbridge & Co
Florida
$35.9M 1,380,226 +52,961 +4%
SB
2
Strategic Blueprint
Georgia
$8.89M 341,543 -32,172 -9%
CFC
3
Client First Capital
California
$4.87M 187,026 +89 +0%
GFG
4
Grantvest Financial Group
New Jersey
$1.7M 65,308 -3,868 -6%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$1.3M 50,101 +50,101 New
Goldman Sachs
6
Goldman Sachs
New York
$1.04M 40,000 +23,020 +136%
JSA
7
Jim Saulnier & Associates
Colorado
$950K 36,492 -716 -2%
OMC
8
Old Mission Capital
Illinois
$919K 35,301 +14,722 +72%
CA
9
Crewe Advisors
Utah
$896K 34,392
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$671K 25,749
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$664K 25,510 +14,876 +140%
TWM
12
Tradition Wealth Management
Minnesota
$573K 22,005
AIP
13
ARS Investment Partners
New York
$518K 19,900
CWG
14
Crown Wealth Group
North Carolina
$462K 17,753 -4,939 -22%
SCA
15
Snowden Capital Advisors
New York
$405K 15,539 -6,933 -31%
TAP
16
Tounjian Advisory Partners
Florida
$379K 15,128 -770 -5%
Creative Planning
17
Creative Planning
Kansas
$364K 13,994
SAW
18
Signal Advisors Wealth
Michigan
$331K 12,693 +12,693 New
IPAM
19
Investment Partners Asset Management
New Jersey
$213K 8,162
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$203K 7,810 +7,810 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$34K 1,306 +1,306 New
UBS Group
22
UBS Group
Switzerland
$26.3K 1,009 +1,009 New
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$11.1K 425
IA
24
IFP Advisors
Florida
$1.3K 50 +50 New
AWM
25
AE Wealth Management
Kansas
-588,211 Closed