iShares LG Cap Max Buff JunMAXJETF
13F holders, Q1 2025 (March 31)38holders
4new positions
5sold out
1famous investor
$25.79avg. 13F price*
At the end of Q1 2025, 38 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Amplius Wealth Advisors, LLC ($18.6M), Strategic Blueprint, LLC ($15.0M) and BlackRock, Inc. ($7.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.0M |
| Exits | 5 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 77,088 shares bought and 388,005 shares sold, net −310,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Amplius Wealth Advisors, LLC | 1.94% | Reduce -22.4% | 722,975 | $18.6M |
| Strategic Blueprint, LLC | 0.82% | Add +3.6% | 581,011 | $15.0M |
| BlackRock, Inc. | 0.00% | Reduce -4.7% | 305,000 | $7.9M |
| Balboa Wealth Partners | 1.14% | Reduce -5.6% | 183,128 | $4.7M |
| J. L. Bainbridge & Co., Inc. | 0.38% | No change | 146,577 | $3.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -6.5% | 78,585 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 73,590 | $1.9M |
| Panoramic Investment Advisors, LLC | 1.20% | No change | 68,650 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -6.9% | 57,428 | $1.5M |
| CRA Financial Services, LLC | 0.25% | Add +1.6% | 57,016 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.0% | 48,943 | $1.3M |
| Middleton & Co. Inc. | 0.11% | Reduce -0.4% | 36,117 | $931K |
| Citadel Advisors | 0.00% | Add +16.2% | 35,977 | $928K |
| Crosspoint Financial, LLC | 2.57% | — | 34,413 | $888K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.2% | 33,908 | $874K |
| NBZ Investment Advisors LLC | 0.43% | Reduce -4.6% | 29,129 | $751K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 26,213 | $676K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -19.6% | 25,963 | $670K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 23,273 | $600K |
| Grantvest Financial Group LLC | 0.38% | Reduce -11.6% | 18,205 | $470K |
| UBS Group AG | 0.00% | New | 17,176 | $443K |
| Sigma Planning Corp | 0.01% | Reduce -57.1% | 16,837 | $434K |
| Weaver Consulting Group | 0.11% | No change | 13,800 | $356K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.6% | 12,944 | $334K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 12,385 | $319K |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 11,110 | $287K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,455 | $270K |
| Proficio Capital Partners LLC | 0.02% | New | 10,380 | $268K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,960 | $260K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 7,939 | $205K |
| Royal Bank of Canada | 0.00% | Add +392.9% | 7,754 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,545 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Add +8464.1% | 3,340 | $86K |
| Osaic Holdings, Inc. | 0.00% | Add +99.6% | 2,036 | $53K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,169 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.8% | 478 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 100 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 4 | $127 |
"% 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.