SMAX

iShares Large Cap Max Buffer Sep ETF

32 hedge funds and large institutions have $79.2M invested in iShares Large Cap Max Buffer Sep ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
1
J.L. Bainbridge & Co
Florida
$49.4M
CFC
2
Client First Capital
California
$5.05M
BW
3
BIP Wealth
Georgia
$4.44M
Raymond James Financial
4
Raymond James Financial
Florida
$2.55M
GFG
5
Grantvest Financial Group
New Jersey
$2.19M
FA
6
FC Advisory
Pennsylvania
$2.18M
Goldman Sachs
7
Goldman Sachs
New York
$1.41M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.38M
AWA
9
Amplius Wealth Advisors
Pennsylvania
$1.3M
CA
10
Crewe Advisors
Utah
$1.03M
JSA
11
Jim Saulnier & Associates
Colorado
$974K
CWG
12
Crown Wealth Group
North Carolina
$811K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$804K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$749K
BSCCG
15
Blue Sky Capital Consultants Group
California
$628K
TWM
16
Tradition Wealth Management
Minnesota
$591K
AIP
17
ARS Investment Partners
New York
$536K
LAM
18
Lifestyle Asset Management
Texas
$458K
KAS
19
Kestra Advisory Services
Texas
$428K
KA
20
Kovack Advisors
Florida
$398K
KIM
21
Kestra Investment Management
Texas
$389K
Creative Planning
22
Creative Planning
Kansas
$377K
AFP
23
Ausdal Financial Partners
Iowa
$313K
IPAM
24
Investment Partners Asset Management
New Jersey
$220K
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$211K