SMAX

iShares Large Cap Max Buffer Sep ETF

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.

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