iShares Large Cap Max Buffer Sep ETF $SMAX Shares Purchased by FC Advisory LLC

FC Advisory LLC boosted its stake in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) by 210.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 80,775 shares of the company’s stock after acquiring an additional 54,787 shares during the period. FC Advisory LLC owned about 2.32% of iShares Large Cap Max Buffer Sep ETF worth $2,177,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Citadel Advisors LLC acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF in the third quarter valued at about $930,000. Goldman Sachs Group Inc. acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 1st quarter worth about $425,000. Ausdal Financial Partners Inc. acquired a new position in shares of iShares Large Cap Max Buffer Sep ETF during the 3rd quarter worth about $208,000. Thrivent Financial for Lutherans purchased a new position in iShares Large Cap Max Buffer Sep ETF in the 2nd quarter valued at about $203,000. Finally, Advisory Services Network LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF in the 3rd quarter valued at about $36,000.

iShares Large Cap Max Buffer Sep ETF Trading Down 0.4%

SMAX stock opened at $26.77 on Friday. iShares Large Cap Max Buffer Sep ETF has a 12-month low of $24.50 and a 12-month high of $27.22. The business’s 50-day moving average is $27.02 and its 200 day moving average is $26.96.

iShares Large Cap Max Buffer Sep ETF Company Profile

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.