iShares Large Cap Max Buffer Sep ETF (SMAX) Institutional Ownership $26.20 -0.05 (-0.19%) Closing price 08/1/2025 02:29 PM EasternExtended Trading$26.20 0.00 (0.00%) As of 08/1/2025 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)Number ofInstitutional Buyers(last 12 months)40TotalInstitutional Inflows(last 12 months)$80.84MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$26.03M Get SMAX Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Large Cap Max Buffer Sep ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data SMAX Institutional Buying and Selling by Quarter iShares Large Cap Max Buffer Sep ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/1/2025 Envestnet Asset Management Inc.25,510$664K0.0%+139.9%0.733% 7/30/2025 Strategic Blueprint LLC341,543$8.89M0.4%-8.6%9.814% 7/16/2025 Crown Wealth Group LLC17,753$462K0.2%-21.8%0.510% 7/15/2025 Fifth Third Bancorp1,306$34K0.0%N/A0.038% 7/10/2025 Signal Advisors Wealth LLC12,693$331K0.0%N/A0.365% 7/9/2025 Tounjian Advisory Partners LLC15,128$379K0.1%-4.8%0.435% 6/27/2025Goldman Sachs Group Inc.16,980$425K0.0%N/A0.472% 5/16/2025Goldman Sachs Group Inc.16,980$425K0.0%N/A0.477% 5/15/2025OLD Mission Capital LLC20,579$515K0.0%+91.2%0.572% 5/14/2025CreativeOne Wealth LLC44,381$1.11M0.0%-2.8%1.233% Get the Latest News and Ratings for SMAX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Large Cap Max Buffer Sep ETF and its competitors with MarketBeat's FREE daily newsletter. 5/8/2025Grantvest Financial Group LLC69,176$1.73M1.4%-8.3%1.922% 5/8/2025 FSA Advisors Inc.12,096$303K0.2%-33.1%0.336% 5/6/2025AE Wealth Management LLC588,211$14.73M0.1%-58.7%16.339% 5/2/2025Lord & Richards Wealth Management LLC1,309$33K0.0%-93.9%0.036% 4/30/2025POM Investment Strategies LLC38,390$961K1.1%-26.4%1.066% 4/30/2025Client First Capital LLC186,937$4.68M2.4%N/A5.193% 4/29/2025 Strategic Blueprint LLC373,715$9.36M0.5%+34.1%10.381% 4/29/2025OneDigital Investment Advisors LLC11,514$288K0.0%+43.7%0.320% 4/28/2025 FSR Wealth Management Ltd.39,994$1.00M1.3%-49.8%1.111% 4/25/2025 Crown Wealth Group LLC22,692$568K0.3%-73.3%0.630% 4/24/2025J. L. Bainbridge & Co. Inc.1,327,265$33.24M3.3%+794.5%36.868% 4/23/2025 Crewe Advisors LLC34,392$861K0.1%N/A0.682% 4/17/2025Blackston Financial Advisory Group LLC8,571$215K0.1%N/A0.170% 4/17/2025Authentikos Wealth Advisory LLC104,779$2.62M2.2%+351.9%2.079% 4/14/2025 Tounjian Advisory Partners LLC15,898$398K0.1%N/A0.315% 4/14/2025Outlook Wealth Advisors LLC26,475$663K0.2%-34.9%0.525% 2/26/2025 LifeWealth Investments LLC11,213$283K0.2%N/A0.000% 2/17/2025Snowden Capital Advisors LLC26,441$668K0.0%N/A0.000% 2/14/2025Jane Street Group LLC14,348$362K0.0%N/A0.000% 2/14/2025Susquehanna International Group LLP87,210$2.20M0.0%N/A0.000% 2/14/2025OneDigital Investment Advisors LLC8,014$202K0.0%N/A0.000% 2/14/2025Tradition Wealth Management LLC22,003$554K0.0%N/A0.000% 2/14/2025GeoWealth Management LLC55,011$1.39M0.0%N/A0.000% 2/13/2025CreativeOne Wealth LLC45,638$1.15M0.0%N/A0.000% 2/13/2025Maxwell Wealth Strategies Inc.13,994$353K0.1%N/A0.000% 2/13/2025 Envestnet Asset Management Inc.9,695$244K0.0%N/A0.000% 2/12/2025Allie Family Office LLC9,964$252K0.1%N/A0.000% 2/12/2025OLD Mission Capital LLC10,764$271K0.0%N/A0.000% 2/12/2025JPMorgan Chase & Co.2,480$62K0.0%N/A0.000% 2/11/2025Grantvest Financial Group LLC75,474$1.90M2.1%N/A0.000% $100 Trillion “AI Metal” Found in American Ghost Town (Ad)Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.Click here to get the details on this virtual monopoly.2/10/2025J. L. Bainbridge & Co. Inc.148,374$3.74M0.3%N/A0.000% 2/10/2025Commonwealth Equity Services LLC25,741$649K0.0%N/A0.000% 2/5/2025 Crown Wealth Group LLC84,988$2.14M0.9%N/A0.000% 2/3/2025 Lloyd Advisory Services LLC.107,991$2.72M1.3%N/A0.000% 1/30/2025Csenge Advisory Group68,520$1.73M0.1%N/A0.000% 1/30/2025Lord & Richards Wealth Management LLC21,497$542K1.1%N/A0.000% 1/30/2025 Investment Partners Asset Management Inc.8,122$205K0.2%N/A0.000% 1/29/2025Howard Bailey Securities LLC26,472$667K0.2%N/A0.000% 1/29/2025Great Lakes Retirement Inc.66,259$1.67M0.2%N/A0.000% 1/29/2025Authentikos Wealth Advisory LLC23,185$584K0.6%N/A0.000% 1/29/2025POM Investment Strategies LLC52,163$1.31M1.0%N/A0.000% 1/29/2025 FSR Wealth Management Ltd.79,701$2.01M2.5%N/A0.000% 1/28/2025SMART Wealth LLC33,735$850K0.3%N/A0.000% 1/24/2025Spire Wealth Management2,368$60K0.0%N/A0.000% 1/23/2025 FSA Advisors Inc.18,083$456K0.6%N/A0.000% 1/23/2025 Strategic Blueprint LLC278,665$7.02M0.4%N/A0.000% 1/22/2025Jim Saulnier & Associates LLC37,113$935K0.8%N/A0.000% 1/21/2025 B.O.S.S. Retirement Advisors LLC41,128$1.04M0.3%N/A0.000% 1/16/2025ARS Investment Partners LLC19,900$501K0.0%N/A0.000% (Data available from 1/1/2016 forward) SMAX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMAX shares? During the previous two years, 42 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Sep ETF. The most heavily invested institutionals were J. L. Bainbridge & Co. Inc. ($33.24M), AE Wealth Management LLC ($14.73M), Strategic Blueprint LLC ($8.89M), Client First Capital LLC ($4.68M), Lloyd Advisory Services LLC. ($2.72M), Authentikos Wealth Advisory LLC ($2.62M), and Susquehanna International Group LLP ($2.20M).Learn more on iShares Large Cap Max Buffer Sep ETF's institutional investors. Which institutional investors have been buying iShares Large Cap Max Buffer Sep ETF's stock? Of the 40 institutional investors that purchased iShares Large Cap Max Buffer Sep ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J. L. Bainbridge & Co. Inc. ($1.33M), Strategic Blueprint LLC ($373.72K), Client First Capital LLC ($186.94K), Lloyd Advisory Services LLC. ($107.99K), Authentikos Wealth Advisory LLC ($104.78K), Susquehanna International Group LLP ($87.21K), and Crown Wealth Group LLC ($84.99K). How much institutional buying is happening at iShares Large Cap Max Buffer Sep ETF? Institutional investors have bought a total of 3,213,737 shares in the last 24 months. This purchase volume represents approximately $80.84M in transactions. Which of iShares Large Cap Max Buffer Sep ETF's major shareholders have been selling company stock? Of the 11 institutional investors that sold iShares Large Cap Max Buffer Sep ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($836.21K), Crown Wealth Group LLC ($67.24K), FSR Wealth Management Ltd. ($39.71K), Strategic Blueprint LLC ($32.17K), Lord & Richards Wealth Management LLC ($20.19K), Outlook Wealth Advisors LLC ($14.22K), and POM Investment Strategies LLC ($13.77K). How much institutional selling is happening at iShares Large Cap Max Buffer Sep ETF? Institutional investors have sold a total of 1,037,816 shares in the last 24 months. This volume of shares sold represents approximately $26.03M in transactions. 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