DMAX

Ishares Lg Cap Max Buff Dec

+$34.2M

Net Activity

Institutions Holding

43

Popularity Rank

#6368

Avg Weight

0.30%

Total Value

$96.3M

Ownership Trend

43 institutions currently hold DMAX, with 29 net buyers and 8 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

8

Net Buying Institutions

29

Key Holders

Key Holders

Top 5 by Value

BW
BIP Wealth, LLC
$20.2M
JL
J. L. Bainbridge & Co., Inc.
$18.1M
CW
Crown Wealth Group, LLC
$13.2M
BI
BlackRock, Inc.
$10.6M
FA
FC Advisory LLC
$4.1M

Top 5 by Conviction

CW
Crown Wealth Group, LLC
3.89%
JL
J. L. Bainbridge & Co., Inc.
1.61%
CF
Crosspoint Financial, LLC
1.45%
FA
FC Advisory LLC
1.19%
GF
Grantvest Financial Group LLC
1.10%
View all 43 holding institutions

Quarterly Activity

Recent Activity

+$59.0M

Total Buy Value

$26.7M

Total Sell Value

New buy18
Trim4
Add11
Sold out4

29

Net Buyers

8

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES LG CAP MAX BUFF DEC (DMAX)?
Major stakeholders currently include BIP Wealth, LLC ($20.2M), J. L. Bainbridge & Co., Inc. ($18.1M), Crown Wealth Group, LLC ($13.2M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in DMAX.
What is the overall institutional sentiment toward DMAX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $34.2M, driven by 29 managers accumulating shares while 8 reduced their exposure.
Which institutions have been selling or reducing their DMAX positions?
In the latest period, 4 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $26.7M.
Are there any notable investors adding DMAX to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $59.0M.

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