Who Owns ISHARES TR (MMAX)?Hedge Fund & Institutional Holders

$26.42-0.02 (-0.08%)BATS

Institutional Holders

16

as of Q4 2025

Total Institutional Value

$1.0000411327152665e+32T

% of Float Held

QoQ Change in Holders

+7 / -2

Price History

$24.65$25.12$25.59$26.06$26.53Apr 25Sep 25Mar 26

MMAX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J. L. Bainbridge & Co., Inc.New Position+157K+$4.1M
BIP Wealth, LLCNew Position+104K+$2.7M
JIM SAULNIER & ASSOCIATES, LLCNew Position+102K+$2.7M
Grantvest Financial Group LLCNew Position+12K+$306K
Blue Sky Capital Consultants Group, Inc.New Position+8K+$201K
Pinnacle Wealth Planning Services, Inc.New Position+5K+$0
Kovack Advisors, Inc.New Position+10K+$0
FC Advisory LLCIncreased+451+$-1.7B

MMAX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-51K-$1.9B
OLD MISSION CAPITAL LLCDecreased-585-$791.8M
UBS Group AGDecreased-327-$31.1M
HUNTINGTON NATIONAL BANKClosed Position-1K-$28.7M
HRT FINANCIAL LPClosed Position-9K-$237K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BlackRock, Inc.400,000$10.0M0.00%Share
2J. L. Bainbridge & Co., Inc.156,835$4.1M0.33%Share
3BIP Wealth, LLC103,518$2.7M0.10%Share
4JIM SAULNIER & ASSOCIATES, LLC101,581$2.7M1.38%Share
5FC Advisory LLC64,163$1.7M0.48%Share
6Crewe Advisors LLC61,748$1.6M0.14%Share
7OLD MISSION CAPITAL LLC29,747$780K0.02%Share
8Grantvest Financial Group LLC11,674$306K0.20%Share
9Blue Sky Capital Consultants Group, Inc.7,668$201K0.09%Share
10UBS Group AG865$22K0.00%Share
11Kovack Advisors, Inc.10,174$00.00%Share
12IFP Advisors, Inc50$00.00%Share
13SUSQUEHANNA INTERNATIONAL GROUP, LLP23,494$00.00%Share
14CAPTRUST FINANCIAL ADVISORS14,741$00.00%Share
15Pinnacle Wealth Planning Services, Inc.5,497$00.00%Share
16Parallel Advisors, LLC600$00.00%Share

MMAX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202516$24.1M+5
Q3 202511$16.9B-1
Q2 202512$30.1B

As of Q4 2025, 16 institutional investors hold MMAX (ISHARES TR). The largest holder is BlackRock, Inc. with $10.0M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MMAX?

As of Q4 2025, 16 institutional investors report holding MMAX (ISHARES TR) in their 13F filings.

Who is the largest institutional holder of MMAX?

The largest institutional holder of MMAX is BlackRock, Inc. with $10.0M in shares.

Is institutional ownership of MMAX increasing or decreasing?

This quarter, 7 institutions opened new positions in MMAX and 2 closed their positions.