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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
AWM
1
AE Wealth Management
Kansas
$35.9M +$35.8M +1,424,423 New
BlackRock
2
BlackRock
New York
$9.83M +$9.81M +390,000 New
SB
3
Strategic Blueprint
Georgia
$7.02M +$7.01M +278,665 New
JLBC
4
J.L. Bainbridge & Co
Florida
$3.74M +$3.73M +148,374 New
LAS
5
Lloyd Advisory Services
Georgia
$2.72M +$2.72M +107,991 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.2M +$2.19M +87,210 New
CWG
7
Crown Wealth Group
North Carolina
$2.14M +$2.14M +84,988 New
FWM
8
FSR Wealth Management
Illinois
$2.01M +$2.01M +79,701 New
GFG
9
Grantvest Financial Group
New Jersey
$1.9M +$1.9M +75,474 New
CAG
10
Csenge Advisory Group
Florida
$1.73M +$1.72M +68,520 New
GLR
11
Great Lakes Retirement
Ohio
$1.67M +$1.67M +66,259 New
GM
12
GeoWealth Management
Illinois
$1.39M +$1.38M +55,011 New
PIS
13
POM Investment Strategies
North Carolina
$1.31M +$1.31M +52,163 New
CW
14
CreativeOne Wealth
Kansas
$1.15M +$1.15M +45,638 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$1.04M +$1.03M +41,128 New
OWA
16
Outlook Wealth Advisors
Texas
$1.03M +$1.02M +40,692 New
JSA
17
Jim Saulnier & Associates
Colorado
$935K +$934K +37,113 New
SW
18
SMART Wealth
Nebraska
$850K +$849K +33,735 New
SCA
19
Snowden Capital Advisors
New York
$668K +$665K +26,441 New
HBS
20
Howard Bailey Securities
Indiana
$667K +$666K +26,472 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$649K +$648K +25,741 New
AWA
22
Authentikos Wealth Advisory
California
$584K +$583K +23,185 New
TWM
23
Tradition Wealth Management
Minnesota
$554K +$554K +22,003 New
LRWM
24
Lord & Richards Wealth Management
Colorado
$542K +$541K +21,497 New
AIP
25
ARS Investment Partners
New York
$501K +$501K +19,900 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.