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SMAX

iShares Large Cap Max Buffer Sep ETF
SMAX

46 hedge funds and large institutions have $86.2M invested in iShares Large Cap Max Buffer Sep ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67.32% more ownership

Funds ownership: 0% → 67.32% (+67%)

Holders
46
Holders Change
+46
Holders Change %
–
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$35.8M
2
BlackRock
BlackRock
New York
+$9.81M
3
SB
Strategic Blueprint
Georgia
+$7.01M
4
JLBC
J.L. Bainbridge & Co
Florida
+$3.73M
5
LAS
Lloyd Advisory Services
Georgia
+$2.72M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
26
FWG Investments
Kentucky
$497K +$496K +19,723 New
FA
27
FSA Advisors
Michigan
$456K +$455K +18,083 New
Jane Street
28
Jane Street
New York
$362K +$361K +14,348 New
MWS
29
Maxwell Wealth Strategies
California
$353K +$352K +13,994 New
LI
30
LifeWealth Investments
Florida
$283K +$282K +11,213 New
OMC
31
Old Mission Capital
Illinois
$271K +$271K +10,764 New
AFO
32
Allie Family Office
Florida
$252K +$251K +9,964 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$244K +$244K +9,695 New
IPAM
34
Investment Partners Asset Management
New Jersey
$205K +$204K +8,122 New
OIA
35
OneDigital Investment Advisors
Kansas
$202K +$202K +8,014 New
Q1WB
36
Quest 10 Wealth Builders
Virginia
$143K +$143K +5,666 New
JP Morgan Chase
37
JP Morgan Chase
New York
$62.5K +$62.4K +2,480 New
SWM
38
Spire Wealth Management
Virginia
$59.7K +$59.6K +2,368 New
T
39
Transce3nd
Texas
$23.5K +$23.5K +933 New
CAWM
40
Capital A Wealth Management
Pennsylvania
$20.6K +$20.6K +819 New
PSFG
41
Park Square Financial Group
Georgia
$19.1K +$19.1K +758 New
PA
42
Pineridge Advisors
Missouri
$4.31K +$4.3K +171 New
DRP
43
Decker Retirement Planning
Utah
$3.13K +$3.12K +124 New
NMG
44
New Millennium Group
Utah
$1.39K +$1.38K +55 New
RWPA
45
Richard W. Paul & Associates
Michigan
$832 +$830 +33 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$25 +$25 +1 New
1
2

SMAX Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Large Cap Max Buffer Sep ETF (SMAX) for Q4 2024, worth a combined $86.2M.

Buyers outnumbered sellers: 46 funds opened new SMAX positions and 0 closed out — a net gain of 46 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $35.8M.

  • 46 institutional investors held iShares Large Cap Max Buffer Sep ETF (SMAX) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $86.2M of iShares Large Cap Max Buffer Sep ETF stock for Q4 2024.
  • 46 funds opened new iShares Large Cap Max Buffer Sep ETF positions in Q4 2024 and 0 closed out, a net change of +46 holders.
  • The largest iShares Large Cap Max Buffer Sep ETF buyer in Q4 2024 was AE Wealth Management, an estimated $35.8M added.

Based on aggregated 13F filings for Q4 2024.