iShares LG Cap Max Buff DecDMAXETF
13F holders, Q4 2025 (December 31)30holders +4
11new positions
7sold out
1famous investor
$26.67avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding iShares LG Cap Max Buff Dec (DMAX) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 7 sold out. The largest holders were BIP Wealth, LLC ($22.3M), Crown Wealth Group, LLC ($12.9M) and BlackRock, Inc. ($10.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $26.9M |
| Exits | 7 | $23.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,097,781 shares bought and 928,523 shares sold, net +169,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| BIP Wealth, LLC | 0.79% | New | 836,051 | $22.3M |
| Crown Wealth Group, LLC | 3.59% | Add +20.1% | 482,027 | $12.9M |
| BlackRock, Inc. | 0.00% | No change | 400,000 | $10.7M |
| FC Advisory LLC | 0.75% | Add +1.2% | 97,264 | $2.6M |
| Grantvest Financial Group LLC | 1.14% | Add +3.3% | 66,782 | $1.8M |
| Morgan Stanley | 0.00% | New | 57,558 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | New | 55,025 | $1.5M |
| Blue Sky Capital Consultants Group, Inc. | 0.57% | Reduce -4.1% | 48,709 | $1.3M |
| Crewe Advisors LLC | 0.09% | No change | 37,807 | $1.0M |
| ATX Financial Planning, LLC | 0.72% | — | 34,826 | $929K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -1.5% | 29,647 | $791K |
| Creative Planning | 0.00% | Add +25.8% | 27,420 | $731K |
| Cetera Investment Advisers | 0.00% | Reduce -10.0% | 20,081 | $536K |
| Lido Advisors, LLC | 0.00% | New | 16,394 | $437K |
| High Falls Advisors, Inc | 0.08% | Add +4.7% | 14,863 | $396K |
| Shared Vision Wealth Group LLC | 0.15% | New | 14,254 | $381K |
| Kestra Investment Management, LLC | 0.01% | Reduce -22.6% | 12,074 | $322K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -71.2% | 12,074 | $322K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,990 | $266K |
| Middleton & Co. Inc. | 0.03% | No change | 9,550 | $255K |
| Kovack Advisors, Inc. | 0.01% | New | 9,368 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | New | 9,113 | $243K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Reduce -66.5% | 8,693 | $232K |
| Citadel Advisors | 0.00% | New | 8,514 | $227K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 7,827 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 900 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $16K |
| Bernard Wealth Management Corp. | 0.00% | New | 371 | $10K |
| IFP Advisors, Inc | 0.00% | Add +40.0% | 35 | $933 |
| Farther Finance Advisors, LLC | 0.00% | New | 10 | $267 |
"% 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.