Who Owns MAXJ?
ISHARES TR — Institutional Ownership & 13F Holdings
$28.72
+0.03 (+0.09%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
38
Total Inst. Value
$67.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $18.6M | 722,975 |
| 2 | Strategic Blueprint, LLC | $15.0M | 581,011 |
| 3 | BlackRock, Inc. | $7.9M | 305,000 |
| 4 | Balboa Wealth Partners | $4.7M | 183,128 |
| 5 | J. L. Bainbridge & Co., Inc. | $3.8M | 146,577 |
| 6 | HighTower Advisors, LLC | $1.9M | 73,590 |
| 7 | PANORAMIC INVESTMENT ADVISORS, LLC | $1.8M | 68,650 |
| 8 | Snowden Capital Advisors LLC | $1.5M | 57,428 |
| 9 | CRA Financial Services, LLC | $1.5M | 57,016 |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 48,943 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Strategic Blueprint, LLC | +20K | $15.0M |
| CRA Financial Services, LLC | +891 | $1.5M |
| AXXCESS WEALTH MANAGEMENT, LLC | +16 | $1.3M |
| CITADEL ADVISORS LLC | +5K | $928K |
| BCGM Wealth Management, LLC | +79 | $334K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Amplius Wealth Advisors, LLC | -208K | $18.6M |
| Sigma Planning Corp | -22K | $434K |
| BlackRock, Inc. | -15K | $7.9M |
| Balboa Wealth Partners | -11K | $4.7M |
| Tradition Wealth Management, LLC | -6K | $670K |
Frequently Asked Questions
How many institutional investors hold MAXJ?
As of Q1 2025, 38 institutional investors report holding MAXJ (ISHARES TR) in their 13F filings.
Which hedge fund owns the most MAXJ?
The largest institutional holder of MAXJ is Amplius Wealth Advisors, LLC with $18.6M in shares.
Are institutions buying or selling MAXJ?
This quarter, 7 institutions opened new positions in MAXJ and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.