ISHARES TR (MAXJ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (MAXJ)

46 + Investors. Track Smart Money conviction in MAXJ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MAXJ

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q

For 1 consecutive quarter, more hedge funds reduced or closed their MAXJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 92% of 1.5Y peak

92% of all-time peak

46 funds currently hold this stock — 92% of the 1.5-year high of 50 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🔴

Heavy selling pressure — only 36% buying

14 buying25 selling

Last quarter: 25 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 5 → 3 → 18 → 4. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 43% entered in last year

■ 0% conviction (2yr+) ■ 57% medium ■ 43% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~4 new funds/quarter

6 → 5 → 3 → 18 → 4 new funds/Q

New funds entering each quarter: 5 → 3 → 18 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 54% new entrants

■ 0% veterans ■ 46% 1-2yr ■ 54% new

Of 46 current holders: 0 (0%) held 2+ years, 21 held 1–2 years, 25 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

3 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.1

out of 10

Moderate Exit Risk

Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	46	50	-8.0%
13F Shares	3M	3M	-8.75%
Total Value	$87M	$95M	-8.25%
New Positions	4	18	-14
Increased Positions	10	8	+2
Closed Positions	8	3	+5
Reduced Positions	17	11	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-8.0%

13F Shares

-8.75%

Total Value

$87M

$95M

-8.25%

New Positions

-14

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MAXJ. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 17 institutional holders of MAXJ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	J. L. Bainbridge & Co., Inc.	2.26%	902,170	$25.4M
2	Client First Capital LLC	1.10%	90,423	$2.5M
3	BIP Wealth, LLC	1.03%	900,592	$25.4M
4	FC Advisory LLC	0.53%	64,553	$1.8M
5	Blue Sky Capital Consultants Group, Inc.	0.26%	19,009	$535K
6	Balboa Wealth Partners	0.25%	53,797	$1.5M
7	CRA Financial Services, LLC	0.15%	40,336	$1.1M
8	Encompass More Asset Management	0.14%	30,177	$850K
9	Cypress Wealth Services, LLC	0.09%	21,997	$619K
10	Amplius Wealth Advisors, LLC	0.06%	26,252	$739K
11	ARS Wealth Advisors Group, LLC	0.02%	7,939	$224K
12	ARS Investment Partners, LLC	0.01%	9,960	$280K
13	Kestra Advisory Services, LLC	0.00%	33,854	$953K
14	Physician Wealth Advisors, Inc.	0.00%	478	$13K
15	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	32,235	$908K
16	Farther Finance Advisors, LLC	0.00%	2,941	$83K
17	IFP Advisors, Inc	0.00%	50	$1K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ISHARES TR (MAXJ)

What does the Smart Money Trend signal show for MAXJ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MAXJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MAXJ?

Heavy selling pressure — only 36% buying: Last quarter: 25 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MAXJ holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 46 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MAXJ?

Mostly new holders — 43% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ISHARES TR (MAXJ)

Smart Money Signals — MAXJ

Selling streak — 1 quarter in a row

High ownership — 92% of 1.5Y peak

Fast accumulation — +28% more funds vs a year ago

Heavy selling pressure — only 36% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 43% entered in last year

Steady discovery — ~4 new funds/quarter

Mixed cohorts — 0% veterans, 54% new entrants

Smaller funds dominant — 1% AUM from top-100

Hedge Fund Ownership: MAXJ

Market Analysis: MAXJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MAXJ

Hedge Fund Positioning: MAXJ

Statistics: MAXJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (MAXJ)

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