SMAX

iShares Large Cap Max Buffer Sep ETF

37 hedge funds and large institutions have $82.1M invested in iShares Large Cap Max Buffer Sep ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-9
Holders Change %
-19.57%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
26
FSA Advisors
Michigan
$303K -$150K -5,987 -33%
OIA
27
OneDigital Investment Advisors
Kansas
$288K +$87.6K +3,500 +44%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$266K +$23.5K +939 +10%
AFO
29
Allie Family Office
Florida
$249K
BFAG
30
Blackston Financial Advisory Group
Florida
$215K +$215K +8,571 New
IPAM
31
Investment Partners Asset Management
New Jersey
$204K +$1K +40 +0.5%
LRWM
32
Lord & Richards Wealth Management
Colorado
$32.8K -$506K -20,188 -94%
PSFG
33
Park Square Financial Group
Georgia
$16.1K -$2.91K -116 -15%
Q1WB
34
Quest 10 Wealth Builders
Virginia
$15.4K -$126K -5,051 -89%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$10.6K +$10.6K +425 New
CAWM
36
Capital A Wealth Management
Pennsylvania
$376 -$20.2K -804 -98%
T
37
Transce3nd
Texas
$125 -$23.2K -928 -99%
LAS
38
Lloyd Advisory Services
Georgia
-$2.72M -107,991 Closed
CAG
39
Csenge Advisory Group
Florida
-$1.73M -68,520 Closed
GLR
40
Great Lakes Retirement
Ohio
-$1.67M -66,259 Closed
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
-$1.04M -41,128 Closed
SW
42
SMART Wealth
Nebraska
-$850K -33,735 Closed
HBS
43
Howard Bailey Securities
Indiana
-$667K -26,472 Closed
FI
44
FWG Investments
Kentucky
-$497K -19,723 Closed
Jane Street
45
Jane Street
New York
-$362K -14,348 Closed
LI
46
LifeWealth Investments
Florida
-$283K -11,213 Closed
SWM
47
Spire Wealth Management
Virginia
-$59.7K -2,368 Closed
PA
48
Pineridge Advisors
Missouri
-$4.31K -171 Closed
DRP
49
Decker Retirement Planning
Utah
-$3.13K -124 Closed
NMG
50
New Millennium Group
Utah
-$1.39K -55 Closed