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 %
JLBC
1
J.L. Bainbridge & Co
Florida
$33.2M +$29.5M +1,178,891 +795%
AWM
2
AE Wealth Management
Kansas
$14.7M -$20.9M -836,212 -59%
SB
3
Strategic Blueprint
Georgia
$9.36M +$2.38M +95,050 +34%
CFC
4
Client First Capital
California
$4.68M +$4.68M +186,937 New
AWA
5
Authentikos Wealth Advisory
California
$2.62M +$2.04M +81,594 +352%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.87M -$319K -12,722 -15%
GFG
7
Grantvest Financial Group
New Jersey
$1.73M -$158K -6,298 -8%
CW
8
CreativeOne Wealth
Kansas
$1.11M -$31.5K -1,257 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.06M +$999K +39,896 +1,609%
FWM
10
FSR Wealth Management
Illinois
$1M -$994K -39,707 -50%
PIS
11
POM Investment Strategies
North Carolina
$961K -$345K -13,773 -26%
JSA
12
Jim Saulnier & Associates
Colorado
$932K +$2.38K +95 +0.3%
CA
13
Crewe Advisors
Utah
$861K +$861K +34,392 New
GM
14
GeoWealth Management
Illinois
$703K -$675K -26,947 -49%
OWA
15
Outlook Wealth Advisors
Texas
$663K -$356K -14,217 -35%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$645K +$200 +8 +0%
CWG
17
Crown Wealth Group
North Carolina
$568K -$1.56M -62,296 -73%
SCA
18
Snowden Capital Advisors
New York
$563K -$99.4K -3,969 -15%
TWM
19
Tradition Wealth Management
Minnesota
$551K +$50 +2 +0%
OMC
20
Old Mission Capital
Illinois
$515K +$246K +9,815 +91%
AIP
21
ARS Investment Partners
New York
$501K
BlackRock
22
BlackRock
New York
$501K -$9.26M -370,000 -95%
Goldman Sachs
23
Goldman Sachs
New York
$425K +$425K +16,980 New
TAP
24
Tounjian Advisory Partners
Florida
$398K +$398K +15,898 New
Creative Planning
25
Creative Planning
Kansas
$350K +$350K +13,994 New