iShares LG Cap Max Buff JunMAXJETF
13F holders, Q4 2025 (December 31)48holders −4
3new positions
7sold out
1famous investor
$28.19avg. 13F price*
At the end of Q4 2025, 48 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, down 4 from Q3 2025. 3 opened new positions and 7 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($26.8M), BIP Wealth, LLC ($25.9M) and Commonwealth Equity Services, LLC ($3.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $640K |
| Exits | 7 | $29.4M |
All 13F filers, Q3 2025 → Q4 2025: 945,219 shares bought and 1,187,613 shares sold, net −242,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| J. L. Bainbridge & Co., Inc. | 2.20% | Reduce -1.2% | 951,277 | $26.8M |
| BIP Wealth, LLC | 0.91% | Add +5125.8% | 916,971 | $25.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 126,405 | $3.6M |
| Encompass More Asset Management | 0.59% | Reduce -0.2% | 113,231 | $3.2M |
| Client First Capital LLC | 0.93% | Add +1.1% | 77,248 | $2.2M |
| FC Advisory LLC | 0.62% | Reduce -1.7% | 76,339 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +18.7% | 71,765 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.05% | No change | 68,250 | $1.9M |
| Balboa Wealth Partners | 0.32% | Reduce -9.0% | 68,109 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 60,441 | $1.7M |
| CRA Financial Services, LLC | 0.15% | Reduce -2.6% | 41,236 | $1.2M |
| Crewe Advisors LLC | 0.09% | No change | 36,295 | $1.0M |
| Middleton & Co. Inc. | 0.11% | Reduce -0.7% | 35,867 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.5% | 35,265 | $994K |
| Crosspoint Financial, LLC | 2.29% | Add +0.1% | 34,454 | $971K |
| Grantvest Financial Group LLC | 0.60% | Reduce -11.9% | 33,277 | $938K |
| Citadel Advisors | 0.00% | Reduce -48.1% | 30,080 | $848K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -6.9% | 29,621 | $835K |
| Amplius Wealth Advisors, LLC | 0.07% | No change | 29,067 | $820K |
| Foundations Investment Advisors, LLC | 0.01% | Add +63.6% | 25,417 | $717K |
| Cypress Wealth Services, LLC | 0.09% | Add +0.8% | 21,997 | $620K |
| Tradition Wealth Management, LLC | 0.04% | No change | 20,195 | $569K |
| Cetera Investment Advisers | 0.00% | Reduce -16.9% | 19,507 | $550K |
| NBZ Investment Advisors LLC | 0.24% | Reduce -23.2% | 19,326 | $545K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.0% | 19,095 | $538K |
| Blue Sky Capital Consultants Group, Inc. | 0.23% | Reduce -12.4% | 18,983 | $535K |
| Jane Street Group, LLC | 0.00% | New | 18,258 | $515K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.4% | 16,718 | $471K |
| Old Mission Capital LLC | 0.02% | Reduce -55.2% | 15,980 | $451K |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 15,023 | $424K |
| Weaver Consulting Group | 0.09% | No change | 13,500 | $381K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.8% | 13,045 | $368K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.0% | 10,817 | $305K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,380 | $293K |
| ARS Investment Partners, LLC | 0.02% | No change | 9,960 | $281K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -66.0% | 9,606 | $271K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 7,939 | $224K |
| Harbour Investments, Inc. | 0.00% | No change | 7,278 | $205K |
| Bank of America Corp. | 0.00% | New | 3,540 | $100K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,507 | $99K |
| EFG International AG | 0.00% | — | 2,636 | $74K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,151 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +10.7% | 1,138 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 902 | $25K |
| Cwm, LLC | 0.00% | No change | 844 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 478 | $13K |
| AE Wealth Management LLC | 0.00% | No change | 86 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 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.