SMAX

iShares Large Cap Max Buffer Sep ETF

25 hedge funds and large institutions have $62.4M invested in iShares Large Cap Max Buffer Sep ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-12
Holders Change %
-32.43%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
7
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JLBC
1
J.L. Bainbridge & Co
Florida
$35.9M +$1.38M +52,961 +4%
SB
2
Strategic Blueprint
Georgia
$8.89M -$838K -32,172 -9%
CFC
3
Client First Capital
California
$4.87M +$2.32K +89 +0%
GFG
4
Grantvest Financial Group
New Jersey
$1.7M -$101K -3,868 -6%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$1.3M +$1.3M +50,101 New
Goldman Sachs
6
Goldman Sachs
New York
$1.04M +$599K +23,020 +136%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$993K -$947K -36,373 -49%
JSA
8
Jim Saulnier & Associates
Colorado
$950K -$18.6K -716 -2%
OMC
9
Old Mission Capital
Illinois
$919K +$383K +14,722 +72%
CA
10
Crewe Advisors
Utah
$896K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$671K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$664K +$387K +14,876 +140%
TWM
13
Tradition Wealth Management
Minnesota
$573K
AIP
14
ARS Investment Partners
New York
$518K
CWG
15
Crown Wealth Group
North Carolina
$462K -$129K -4,939 -22%
SCA
16
Snowden Capital Advisors
New York
$405K -$181K -6,933 -31%
TAP
17
Tounjian Advisory Partners
Florida
$379K -$19.3K -770 -5%
Creative Planning
18
Creative Planning
Kansas
$364K
SAW
19
Signal Advisors Wealth
Michigan
$331K +$331K +12,693 New
IPAM
20
Investment Partners Asset Management
New Jersey
$213K
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$203K +$203K +7,810 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$34K +$34K +1,306 New
UBS Group
23
UBS Group
Switzerland
$26.3K +$26.3K +1,009 New
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$11.1K
IA
25
IFP Advisors
Florida
$1.3K +$1.3K +50 New