iShares LG Cap Max Buff DecDMAXETF
13F holders, Q2 2025 (June 30)26holders +10
13new positions
3sold out
1famous investor
$25.80avg. 13F price*
At the end of Q2 2025, 26 institutions reported holding iShares LG Cap Max Buff Dec (DMAX) in their 13F filings, up 10 from Q1 2025. 13 opened new positions and 3 sold out. The largest holders were Strategic Blueprint, LLC ($17.7M), BlackRock, Inc. ($10.3M) and Grantvest Financial Group LLC ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares LG Cap Max Buff Dec
- CUSIP
- 46438G471
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.8M |
| Exits | 3 | $2.7M |
All 13F filers, Q1 2025 → Q2 2025: 327,137 shares bought and 173,108 shares sold, net +154,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Strategic Blueprint, LLC | 0.87% | Reduce -3.2% | 687,463 | $17.7M |
| BlackRock, Inc. | 0.00% | No change | 400,000 | $10.3M |
| Grantvest Financial Group LLC | 1.92% | Reduce -25.2% | 100,430 | $2.6M |
| FC Advisory LLC | 0.80% | New | 100,304 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +284.4% | 56,289 | $1.5M |
| KM Capital Management Ltd. | 0.70% | No change | 55,025 | $1.4M |
| Blue Sky Capital Consultants Group, Inc. | 0.70% | Add +16.9% | 52,916 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.9% | 42,190 | $1.1M |
| Crewe Advisors LLC | 0.14% | No change | 37,807 | $975K |
| Amplius Wealth Advisors, LLC | 0.08% | New | 32,100 | $828K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.15% | New | 26,699 | $689K |
| Cetera Investment Advisers | 0.00% | New | 23,788 | $614K |
| Creative Planning | 0.00% | New | 21,814 | $563K |
| Old Mission Capital LLC | 0.01% | Reduce -24.5% | 19,264 | $497K |
| Crosspoint Financial, LLC | 1.32% | No change | 19,172 | $495K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.9% | 15,592 | $402K |
| Stuart Chaussee & Associates, Inc. | 0.09% | No change | 15,000 | $387K |
| High Falls Advisors, Inc | 0.08% | New | 14,581 | $376K |
| ARS Investment Partners, LLC | 0.02% | New | 9,990 | $258K |
| Middleton & Co. Inc. | 0.03% | No change | 9,550 | $246K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,542 | $246K |
| Citadel Advisors | 0.00% | New | 9,041 | $233K |
| MML Investors Services, LLC | 0.00% | New | 7,827 | $202K |
| UBS Group AG | 0.00% | New | 7,315 | $189K |
| Parallel Advisors, LLC | 0.00% | New | 600 | $15K |
| IFP Advisors, Inc | 0.00% | New | 25 | $645 |
"% of holder's portfolio" is DMAX's weight in each manager's 13F, not the share of iShares LG Cap Max Buff Dec the manager owns.