SMAX · iShares Large Cap Max Buffer Sep ETF ETF
$28.30
-0.01 (-0.05%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $444,056
Total Shares: 15,936
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+39.5 pts
Top 5
100.0%
+22.5 pts
Top 10
100.0%
+12.9 pts
HHI
10,000
Highly concentrated+6,235
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
34
Unchanged
0
Holder count:
-33
Institutional value:
-99.3%
Shares held:
-99.3%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 15,936 | $444,056 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid J. L. Bainbridge & Co., Inc. | 1,398,260 | $37,504,129 | |
| Micro Client First Capital LLC | 145,320 | $3,897,773 | |
| Mega RAYMOND JAMES FINANCIAL INC | 92,269 | $2,474,838 | |
| Micro FC Advisory LLC | 80,775 | $2,166,547 | |
| Micro Grantvest Financial Group LLC | 74,381 | $1,995,047 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SMAX | $444,056 | 100.00% | 15,936 | Shares | 2026-09-02 |