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

$27.58 -0.05 (-0.18%)
As of 08/1/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$66.71M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.47M
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MAXJ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2025Tradition Wealth Management LLC25,963$670K0.1%-19.6%0.585%
5/13/2025HighTower Advisors LLC73,590$1.90M0.0%-2.4%1.657%
5/9/2025NBZ Investment Advisors LLC29,129$751K0.4%-4.6%0.656%
5/8/2025Grantvest Financial Group LLC18,205$470K0.4%-11.6%0.410%
5/6/2025Proficio Capital Partners LLC10,380$268K0.0%N/A0.234%
5/2/2025Sigma Planning Corp16,837$434K0.0%-57.1%0.379%
5/1/2025Crosspoint Financial LLC34,413$888K2.6%N/A0.775%
4/29/2025 Strategic Blueprint LLC581,011$14.98M0.8%+3.6%13.086%
4/29/2025OneDigital 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%
4/10/2025Amplius Wealth Advisors LLC722,975$18.65M1.9%-22.4%15.855%
2/17/2025Snowden Capital Advisors LLC61,687$1.63M0.1%-4.5%0.000%
2/17/2025Citadel Advisors LLC30,956$809K0.0%N/A0.000%
2/14/2025Jane Street Group LLC40,733$1.07M0.0%-23.2%0.000%
2/14/2025OneDigital Investment Advisors LLC84,044$2.20M0.0%+1.0%0.000%
2/12/2025OLD Mission Capital LLC44,297$1.16M0.0%N/A0.000%
2/12/2025NBZ Investment Advisors LLC30,531$798K0.4%N/A0.000%
2/11/2025Grantvest Financial Group LLC20,583$538K0.6%N/A0.000%
2/10/2025Commonwealth Equity Services LLC24,592$643K0.0%-66.5%0.000%
2/10/2025 Balboa Wealth Partners193,937$5.07M1.2%-4.3%0.000%
2/3/2025Sigma Planning Corp39,237$1.03M0.0%-10.3%0.000%
1/24/2025Panoramic 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%
1/16/2025Amplius Wealth Advisors LLC931,267$24.34M2.5%N/A0.000%
11/15/2024Jane Street Group LLC53,047$1.38M0.0%N/A0.000%
11/15/2024Weaver Consulting Group13,800$359K0.1%N/A0.000%
11/15/2024HighTower Advisors LLC75,400$1.96M0.0%N/A0.000%
11/14/2024Tradition Wealth Management LLC32,281$839K0.1%N/A0.000%
11/14/2024CreativeOne Wealth LLC40,689$1.06M0.0%N/A0.000%
11/8/2024Prospera Financial Services Inc12,300$320K0.0%N/A0.000%
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11/6/2024BCGM 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%
11/6/2024OneDigital Investment Advisors LLC83,244$2.16M0.0%N/A0.000%
11/4/2024 Axxcess Wealth Management LLC48,927$1.27M0.0%N/A0.000%
11/4/2024Sigma Planning Corp43,737$1.14M0.0%N/A0.000%
10/25/2024 Strategic Blueprint LLC270,967$7.04M0.4%N/A0.000%
10/23/2024Middleton & Co. Inc. MA36,250$942K0.1%N/A0.000%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC11,648$303K0.1%N/A0.000%
10/18/2024Crosspoint 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, 30 institutional investors and hedge funds held shares of iShares Large Cap Max Buffer Jun ETF. The most heavily invested institutionals were Amplius Wealth Advisors LLC ($18.65M), 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 Snowden Capital Advisors LLC ($1.63M).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 28 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), Strategic Blueprint LLC ($672.72K), Balboa Wealth Partners ($202.76K), OneDigital Investment Advisors LLC ($84.04K), HighTower Advisors LLC ($75.40K), Crosspoint Financial LLC ($68.79K), and Jane Street Group LLC ($53.05K).

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

Institutional investors have bought a total of 2,552,984 shares in the last 24 months. This purchase volume represents approximately $66.71M 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 ($208.29K), Commonwealth Equity Services LLC ($48.91K), Balboa Wealth Partners ($29.19K), Sigma Planning Corp ($26.90K), CRA Financial Services LLC ($14.14K), Jane Street Group LLC ($12.31K), and Tradition Wealth Management LLC ($6.32K).

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

Institutional investors have sold a total of 364,155 shares in the last 24 months. This volume of shares sold represents approximately $9.47M in transactions.



This page (NYSEARCA:MAXJ) was last updated on 8/2/2025 by MarketBeat.com Staff
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