SMAX

iShares Large Cap Max Buffer Sep ETF

34 hedge funds and large institutions have $62M invested in iShares Large Cap Max Buffer Sep ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
34
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
$37.5M
CFC
2
Client First Capital
California
$3.9M
Raymond James Financial
3
Raymond James Financial
Florida
$2.47M
FA
4
FC Advisory
Pennsylvania
$2.17M
GFG
5
Grantvest Financial Group
New Jersey
$2M
BW
6
BIP Wealth
Georgia
$1.52M
AWA
7
Amplius Wealth Advisors
Pennsylvania
$1.29M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.18M
CA
9
Crewe Advisors
Utah
$1.02M
JSA
10
Jim Saulnier & Associates
Colorado
$969K
OMC
11
Old Mission Capital
Illinois
$811K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$774K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$745K
BSCCG
14
Blue Sky Capital Consultants Group
California
$625K
KAS
15
Kestra Advisory Services
Texas
$576K
TWM
16
Tradition Wealth Management
Minnesota
$566K
AIP
17
ARS Investment Partners
New York
$534K
LAM
18
Lifestyle Asset Management
Texas
$452K
CWG
19
Crown Wealth Group
North Carolina
$449K
CCFM
20
Clear Creek Financial Management
Washington
$412K
KA
21
Kovack Advisors
Florida
$397K
Creative Planning
22
Creative Planning
Kansas
$375K
AFP
23
Ausdal Financial Partners
Iowa
$311K
IPAM
24
Investment Partners Asset Management
New Jersey
$229K
FFA
25
Farther Finance Advisors
California
$201K