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iShares Large Cap Max Buffer Jun ETF (MAXJ) Institutional Ownership

$27.80 -0.02 (-0.07%)
As of 08/15/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Jun ETF (NYSEARCA:MAXJ)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$88.77M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$28.77M
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MAXJ Institutional Buying and Selling by Quarter

iShares Large Cap Max Buffer Jun ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Snowden Capital Advisors LLC35,800$985K0.0%-37.7%0.877%
8/12/2025 J. L. Bainbridge & Co. Inc.948,338$26.09M2.4%+547.0%23.244%
8/4/2025 Amplius Wealth Advisors LLC43,048$1.18M0.1%-94.0%1.055%
7/30/2025 Strategic Blueprint LLC672,724$18.51M0.9%+15.8%16.488%
7/29/2025 Balboa Wealth Partners173,561$4.78M1.0%-5.2%4.254%
7/28/2025 Cypress Wealth Services LLC21,814$600K0.1%N/A0.535%
7/28/2025 Axxcess Wealth Management LLC46,942$1.29M0.0%-4.1%1.151%
7/14/2025 CRA Financial Services LLC42,876$1.18M0.2%-24.8%1.051%
7/11/2025 Farther Finance Advisors LLC1,190$33K0.0%-64.4%0.029%
5/16/2025 Signature Estate & Investment Advisors LLC12,385$319K0.0%N/A0.279%
5/14/2025 Tradition Wealth Management LLC25,963$670K0.1%-19.6%0.585%
5/13/2025 HighTower Advisors LLC73,590$1.90M0.0%-2.4%1.657%
5/9/2025 NBZ Investment Advisors LLC29,129$751K0.4%-4.6%0.656%
5/8/2025 Grantvest Financial Group LLC18,205$470K0.4%-11.6%0.410%
5/6/2025 Proficio Capital Partners LLC10,380$268K0.0%N/A0.234%
5/2/2025 Sigma Planning Corp16,837$434K0.0%-57.1%0.379%
5/1/2025 Crosspoint Financial LLC34,413$888K2.6%N/A0.775%
4/29/2025 Strategic Blueprint LLC581,011$14.98M0.8%+3.6%13.086%
4/29/2025 OneDigital Investment Advisors LLC78,585$2.03M0.0%-6.5%1.770%
4/23/2025 Balboa Wealth Partners183,128$4.72M1.1%-5.6%4.016%
4/16/2025 CRA Financial Services LLC57,016$1.47M0.3%+1.6%1.250%
4/14/2025 Farther Finance Advisors LLC3,340$86K0.0%+8,464.1%0.073%
4/10/2025 Amplius Wealth Advisors LLC722,975$18.65M1.9%-22.4%15.855%
2/17/2025 Snowden Capital Advisors LLC61,687$1.63M0.1%-4.5%0.000%
2/17/2025 Citadel Advisors LLC30,956$809K0.0%N/A0.000%
2/14/2025 Jane Street Group LLC40,733$1.07M0.0%-23.2%0.000%
2/14/2025 OneDigital Investment Advisors LLC84,044$2.20M0.0%+1.0%0.000%
2/12/2025 OLD Mission Capital LLC44,297$1.16M0.0%N/A0.000%
2/12/2025 NBZ Investment Advisors LLC30,531$798K0.4%N/A0.000%
2/11/2025 Grantvest Financial Group LLC20,583$538K0.6%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC24,592$643K0.0%-66.5%0.000%
2/10/2025 Balboa Wealth Partners193,937$5.07M1.2%-4.3%0.000%
2/3/2025 Sigma Planning Corp39,237$1.03M0.0%-10.3%0.000%
1/24/2025 Panoramic Investment Advisors LLC68,650$1.79M1.2%+20.7%0.000%
1/23/2025 Strategic Blueprint LLC560,686$14.65M0.9%+106.9%0.000%
1/21/2025Geneos Wealth Management Inc.1,169$31K0.0%N/A0.000%
1/16/2025 Amplius Wealth Advisors LLC931,267$24.34M2.5%N/A0.000%
11/15/2024 Jane Street Group LLC53,047$1.38M0.0%N/A0.000%
11/15/2024 Weaver Consulting Group13,800$359K0.1%N/A0.000%
11/15/2024 HighTower Advisors LLC75,400$1.96M0.0%N/A0.000%
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11/14/2024 Tradition Wealth Management LLC32,281$839K0.1%N/A0.000%
11/14/2024 CreativeOne Wealth LLC40,689$1.06M0.0%N/A0.000%
11/8/2024 Prospera Financial Services Inc12,300$320K0.0%N/A0.000%
11/6/2024 BCGM Wealth Management LLC12,865$334K0.1%N/A0.000%
11/6/2024 Spinnaker Investment Group LLC24,399$634K0.2%N/A0.000%
11/6/2024 Balboa Wealth Partners202,755$5.27M1.3%N/A0.000%
11/6/2024 OneDigital Investment Advisors LLC83,244$2.16M0.0%N/A0.000%
11/4/2024 Axxcess Wealth Management LLC48,927$1.27M0.0%N/A0.000%
11/4/2024 Sigma Planning Corp43,737$1.14M0.0%N/A0.000%
10/25/2024 Strategic Blueprint LLC270,967$7.04M0.4%N/A0.000%
10/23/2024 Middleton & Co. Inc. MA36,250$942K0.1%N/A0.000%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC11,648$303K0.1%N/A0.000%
10/18/2024 Crosspoint Financial LLC34,381$894K3.1%N/A0.000%
(Data available from 1/1/2016 forward)

MAXJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MAXJ shares?

During the previous two years, 31 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Jun ETF. The most heavily invested institutionals were J. L. Bainbridge & Co. Inc. ($26.09M), Strategic Blueprint LLC ($18.51M), Balboa Wealth Partners ($4.78M), OneDigital Investment Advisors LLC ($2.03M), HighTower Advisors LLC ($1.90M), Panoramic Investment Advisors LLC ($1.79M), and Axxcess Wealth Management LLC ($1.29M).Learn more on iShares Large Cap Max Buffer Jun ETF's institutional investors.

Which institutional investors have been buying iShares Large Cap Max Buffer Jun ETF's stock?

Of the 29 institutional investors that purchased iShares Large Cap Max Buffer Jun ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Amplius Wealth Advisors LLC ($931.27K), J. L. Bainbridge & Co. Inc. ($801.76K), Strategic Blueprint LLC ($672.72K), Balboa Wealth Partners ($202.76K), OneDigital Investment Advisors LLC ($84.04K), HighTower Advisors LLC ($75.40K), and Crosspoint Financial LLC ($68.79K).

How much institutional buying is happening at iShares Large Cap Max Buffer Jun ETF?

Institutional investors have bought a total of 3,354,745 shares in the last 24 months. This purchase volume represents approximately $88.77M in transactions.

Which of iShares Large Cap Max Buffer Jun ETF's major shareholders have been selling company stock?

Of the 14 institutional investors that sold iShares Large Cap Max Buffer Jun ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amplius Wealth Advisors LLC ($888.22K), Commonwealth Equity Services LLC ($48.91K), Balboa Wealth Partners ($29.19K), Sigma Planning Corp ($26.90K), Snowden Capital Advisors LLC ($24.52K), CRA Financial Services LLC ($14.14K), and Jane Street Group LLC ($12.31K).

How much institutional selling is happening at iShares Large Cap Max Buffer Jun ETF?

Institutional investors have sold a total of 1,065,710 shares in the last 24 months. This volume of shares sold represents approximately $28.77M in transactions.


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This page (NYSEARCA:MAXJ) was last updated on 8/16/2025 by MarketBeat.com Staff
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