I
iShares Large Cap Max Buffer Jun
MAXJ • BATS
iShares Large Cap Max Buffer Jun is a publicly traded company on BATS. As of Q3 2025, 49 institutional investors hold shares in this company, with total holdings valued at $93.2M. J. L. Bainbridge & Co., Inc. is the largest holder with a position valued at $27.0M.
Overview
Overview of institutional ownership in MAXJ as of Q3 2025
All Institutions
- Institutions
- 49
- Value Held
- $93.2M
- Shares Held
- 3.3M
- Avg Position
- $1.9M
- Median Position
- $705.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.6M
- Shares Held
- 57.9K
- Avg Position
- $1.6M
- Median Position
- $1.6M
Biggest Investors
Institutions with the largest positions in MAXJ as of Q3 2025
| Institution | Position Value |
|---|---|
 J. L. Bainbridge & Co., Inc. RIA/Wealth | $27.0M 2.36% of portfolio |
 Strategic Blueprint, LLC RIA/Wealth | $25.6M 1.16% of portfolio |
 Encompass More Asset Management RIA/Wealth | $3.2M 0.64% of portfolio |
 ASHTON THOMAS SECURITIES, LLC RIA/Wealth | $2.4M 0.33% of portfolio |
 FC Advisory LLC RIA/Wealth | $2.2M 0.65% of portfolio |
 Client First Capital LLC RIA/Wealth | $2.1M 0.98% of portfolio |
 Balboa Wealth Partners RIA/Wealth | $2.1M 0.37% of portfolio |
 PANORAMIC INVESTMENT ADVISORS, LLC RIA/Wealth | $1.9M 1.09% of portfolio |
D Donald L. Hagan, LLC Institution | $1.9M 1.02% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $1.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MAXJ in Q3 2025
- Traded
- +$19.7M
- Buyers
- 26
- Sellers
- 14
- Total Bought
- +$29.1M
- Total Sold
- −$9.4M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Strategic Blueprint, LLC RIA/Wealth | +$6.8M +241.7K shares |
Encompass More Asset Management RIA/Wealth | +$3.2M +113.4K shares |
ASHTON THOMAS SECURITIES, LLC RIA/Wealth | +$2.4M +83.8K shares |
Client First Capital LLC RIA/Wealth | +$2.1M +76.4K shares |
D Donald L. Hagan, LLC Institution | +$1.9M +66.2K shares |
FC Advisory LLC RIA/Wealth | +$1.8M +62.8K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | +$1.7M +60.5K shares |
 Crewe Advisors LLC RIA/Wealth | +$1.0M +36.3K shares |
O OLD MISSION CAPITAL LLC Institution | +$1.0M +35.7K shares |
 Crown Wealth Group, LLC RIA/Wealth | +$876.4K +31.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R Resources Investment Advisors, Inc. Pension/Endowment | −$4.3M −154.9K shares |
Balboa Wealth Partners RIA/Wealth | −$2.8M −98.7K shares |
 AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | −$423.9K −15.1K shares |
 Amplius Wealth Advisors, LLC RIA/Wealth | −$392.2K −14.0K shares |
HighTower Advisors, LLC RIA/Wealth | −$357.0K −12.7K shares |
−$340.7K −12.4K shares | |
 Sigma Planning Corp RIA/Wealth | −$239.0K −8.7K shares |
 Snowden Capital Advisors LLC RIA/Wealth | −$212.9K −7.6K shares |
 Tradition Wealth Management, LLC RIA/Wealth | −$161.8K −5.8K shares |
 NBZ Investment Advisors LLC RIA/Wealth | −$111.2K −4.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MAXJ in Q3 2025
- New Positions
- 17
- New Value
- $16.3M
- Exited Positions
- 2
- Exited Value
- $579.7K
New Positions
| Institution | Position Value |
|---|---|
Encompass More Asset Management RIA/Wealth | $3.2M 113.4K shares |
ASHTON THOMAS SECURITIES, LLC RIA/Wealth | $2.4M 83.8K shares |
Client First Capital LLC RIA/Wealth | $2.1M 76.4K shares |
D Donald L. Hagan, LLC Institution | $1.9M 66.2K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | $1.7M 60.5K shares |
Crewe Advisors LLC RIA/Wealth | $1.0M 36.3K shares |
Crown Wealth Group, LLC RIA/Wealth | $876.4K 31.2K shares |
 Blue Sky Capital Consultants Group, Inc. RIA/Wealth | $607.7K 21.7K shares |
 BIP Wealth, LLC RIA/Wealth | $492.2K 17.5K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $435.8K 15.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$340.7K 12.4K shares | |
Sigma Planning Corp RIA/Wealth | $239.0K 8.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in MAXJ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MAXJ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 CROSSPOINT FINANCIAL, LLC RIA/Wealth | 2.42% $965.3K |
J. L. Bainbridge & Co., Inc. RIA/Wealth | 2.36% $27.0M |
Strategic Blueprint, LLC RIA/Wealth | 1.16% $25.6M |
PANORAMIC INVESTMENT ADVISORS, LLC RIA/Wealth | 1.09% $1.9M |
D Donald L. Hagan, LLC Institution | 1.02% $1.9M |
Client First Capital LLC RIA/Wealth | 0.98% $2.1M |
 Grantvest Financial Group LLC RIA/Wealth | 0.78% $1.1M |
FC Advisory LLC RIA/Wealth | 0.65% $2.2M |
Encompass More Asset Management RIA/Wealth | 0.64% $3.2M |
NBZ Investment Advisors LLC RIA/Wealth | 0.42% $705.9K |
Hedge Fund Spotlight
Discover hedge funds investing in MAXJ
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares Large Cap Max Buffer Jun
- Market Value
- $1.6M
- Shares Held
- 57.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
