iShares LG Cap Max Buff JunMAXJETF
13F holders, Q4 2024 (December 31)38holders +5
6new positions
2sold out
1famous investor
$26.14avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Amplius Wealth Advisors, LLC ($24.3M), Strategic Blueprint, LLC ($14.7M) and BlackRock, Inc. ($8.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares LG Cap Max Buff Jun
- CUSIP
- 46438G612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $26.3M |
| Exits | 2 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,325,160 shares bought and 658,627 shares sold, net +666,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Amplius Wealth Advisors, LLC | 2.50% | New | 931,267 | $24.3M |
| Strategic Blueprint, LLC | 0.87% | Add +106.9% | 560,686 | $14.7M |
| BlackRock, Inc. | 0.00% | Reduce -20.0% | 320,000 | $8.4M |
| Balboa Wealth Partners | 1.16% | Reduce -4.3% | 193,937 | $5.1M |
| J. L. Bainbridge & Co., Inc. | 0.36% | No change | 146,577 | $3.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.0% | 84,044 | $2.2M |
| HighTower Advisors, LLC | 0.00% | No change | 75,400 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.17% | Add +20.6% | 68,650 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.5% | 61,687 | $1.6M |
| CRA Financial Services, LLC | 0.25% | Add +8.8% | 56,125 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | No change | 48,927 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 44,297 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -23.2% | 40,733 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -10.3% | 39,237 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +38.4% | 36,526 | $955K |
| Middleton & Co. Inc. | 0.10% | No change | 36,250 | $947K |
| Tradition Wealth Management, LLC | 0.07% | No change | 32,281 | $844K |
| Citadel Advisors | 0.00% | New | 30,956 | $809K |
| NBZ Investment Advisors LLC | 0.45% | — | 30,531 | $798K |
| Kestra Advisory Services, LLC | 0.00% | No change | 25,904 | $677K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -66.5% | 24,592 | $643K |
| Grantvest Financial Group LLC | 0.60% | — | 20,583 | $538K |
| Weaver Consulting Group | 0.11% | No change | 13,800 | $361K |
| BCGM Wealth Management, LLC | 0.11% | No change | 12,865 | $336K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | No change | 11,648 | $304K |
| Cetera Investment Advisers | 0.00% | No change | 11,140 | $291K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,455 | $273K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,960 | $260K |
| Prospera Financial Services Inc | 0.01% | Reduce -32.5% | 8,300 | $217K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 7,939 | $207K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.6% | 4,545 | $119K |
| Royal Bank of Canada | 0.00% | Reduce -99.6% | 1,573 | $41K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,169 | $31K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,020 | $27K |
| Allworth Financial LP | 0.00% | No change | 800 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 474 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 39 | $1K |
"% of holder's portfolio" is MAXJ's weight in each manager's 13F, not the share of iShares LG Cap Max Buff Jun the manager owns.