J. L. Bainbridge & Co. Inc. lowered its holdings in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX – Free Report) by 1.5% in the third quarter, Holdings Channel.com reports. The fund owned 1,359,458 shares of the company’s stock after selling 20,768 shares during the quarter. iShares Large Cap Max Buffer Sep ETF makes up 3.0% of J. L. Bainbridge & Co. Inc.’s investment portfolio, making the stock its 14th largest position. J. L. Bainbridge & Co. Inc. owned about 0.39% of iShares Large Cap Max Buffer Sep ETF worth $36,406,000 at the end of the most recent quarter.
Several other institutional investors also recently made changes to their positions in SMAX. Fifth Third Bancorp acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 2nd quarter worth $34,000. Thrivent Financial for Lutherans purchased a new stake in iShares Large Cap Max Buffer Sep ETF during the second quarter worth about $203,000. OLD Mission Capital LLC grew its position in iShares Large Cap Max Buffer Sep ETF by 91.2% during the first quarter. OLD Mission Capital LLC now owns 20,579 shares of the company’s stock worth $515,000 after buying an additional 9,815 shares during the period. Signal Advisors Wealth LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF in the second quarter valued at about $331,000. Finally, Envestnet Asset Management Inc. increased its holdings in iShares Large Cap Max Buffer Sep ETF by 139.9% in the second quarter. Envestnet Asset Management Inc. now owns 25,510 shares of the company’s stock valued at $664,000 after buying an additional 14,876 shares in the last quarter.
iShares Large Cap Max Buffer Sep ETF Stock Up 0.5%
BATS SMAX opened at $27.02 on Friday. The business has a 50 day moving average price of $27.01 and a 200 day moving average price of $26.61. iShares Large Cap Max Buffer Sep ETF has a 1-year low of $24.50 and a 1-year high of $26.33.
About iShares Large Cap Max Buffer Sep ETF
The iShares Large Cap Max Buffer Sep ETF (SMAX) is an exchange-traded fund that is based on the S&P 500 index. The fund seeks to track the price return of the iShares Core S&P 500 ETF (IVV) up to a cap, with 100% downside hedge over a one-year outcome period. The actively managed fund obtains exposure by holding IVV shares and options SMAX was launched on Sep 30, 2024 and is issued by BlackRock.
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Want to see what other hedge funds are holding SMAX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Large Cap Max Buffer Sep ETF (BATS:SMAX – Free Report).
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