iShares LG Cap Max Buff JunMAXJETF
13F holders, Q2 2025 (June 30)37holders −1
3new positions
4sold out
1famous investor
$27.51avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, down 1 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($26.1M), Strategic Blueprint, LLC ($18.5M) and OneDigital Investment Advisors LLC ($4.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 4 | $8.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,131,596 shares bought and 1,094,129 shares sold, net +37,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| J. L. Bainbridge & Co., Inc. | 2.40% | Add +547.0% | 948,338 | $26.1M |
| Strategic Blueprint, LLC | 0.91% | Add +15.8% | 672,724 | $18.5M |
| OneDigital Investment Advisors LLC | 0.05% | Add +122.6% | 174,955 | $4.8M |
| Balboa Wealth Partners | 0.96% | Reduce -5.2% | 173,561 | $4.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +440.9% | 125,889 | $3.5M |
| HighTower Advisors, LLC | 0.00% | No change | 73,590 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.15% | Reduce -0.6% | 68,250 | $1.9M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -4.1% | 46,942 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -94.0% | 43,048 | $1.2M |
| CRA Financial Services, LLC | 0.18% | Reduce -24.8% | 42,876 | $1.2M |
| Middleton & Co. Inc. | 0.11% | No change | 36,117 | $994K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -37.7% | 35,800 | $985K |
| Crosspoint Financial, LLC | 2.54% | No change | 34,413 | $947K |
| NBZ Investment Advisors LLC | 0.46% | No change | 29,129 | $801K |
| Citadel Advisors | 0.00% | Reduce -20.0% | 28,776 | $792K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.4% | 26,113 | $718K |
| Tradition Wealth Management, LLC | 0.06% | No change | 25,963 | $714K |
| Cypress Wealth Services, LLC | 0.11% | New | 21,814 | $600K |
| Grantvest Financial Group LLC | 0.37% | Add +0.7% | 18,340 | $505K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.6% | 16,745 | $461K |
| FC Advisory LLC | 0.13% | New | 14,799 | $407K |
| Weaver Consulting Group | 0.10% | No change | 13,800 | $380K |
| BCGM Wealth Management, LLC | 0.10% | No change | 12,944 | $356K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 12,385 | $341K |
| Cetera Investment Advisers | 0.00% | No change | 11,110 | $306K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 10,455 | $288K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,380 | $286K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,960 | $274K |
| Sigma Planning Corp | 0.01% | Reduce -48.4% | 8,687 | $239K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 7,939 | $218K |
| Geneos Wealth Management Inc. | 0.00% | Add +200.0% | 3,507 | $96K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.1% | 3,270 | $90K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -64.4% | 1,190 | $33K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.5% | 1,028 | $28K |
| Royal Bank of Canada | 0.00% | Reduce -92.1% | 615 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 478 | $13K |
| IFP Advisors, Inc | 0.00% | New | 50 | $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.