Ishares Tr (MAXJ) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Ishares Tr (MAXJ) following the 2026 Q2 hedge fund 13F filings?

As of today, MAXJ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MAXJ gained +1.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (MAXJ)

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

Smart Money Signals — MAXJ

Based on 47 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 — 90% of 1.8Y peak

90% of all-time peak

47 funds currently hold this stock — 90% of the 1.8-year high of 52 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+24% 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 34% buying

13 buying25 selling

Last quarter: 25 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 18 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 34% entered in last year

■ 0% conviction (2yr+) ■ 66% medium ■ 34% 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.

⚠️

Saturation — most institutions already know this story

5 → 3 → 18 → 4 → 4 new funds/Q

New funds entering each quarter: 3 → 18 → 4 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 0% veterans, 43% new entrants

■ 0% veterans ■ 57% 1-2yr ■ 43% new

Of 47 current holders: 0 (0%) held 2+ years, 27 held 1–2 years, 20 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

6 of 47 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	47	48	-2.08%
13F Shares	3M	3M	-8.52%
Total Value	$81M	$89M	-8.65%
New Positions	4	4	-
Increased Positions	9	10	-1
Closed Positions	5	8	-3
Reduced Positions	20	19	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-2.08%

13F Shares

-8.52%

Total Value

$81M

$89M

-8.65%

New Positions

Increased Positions

-1

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

47 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MAXJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Crosspoint Financial, LLC	2.16%	32,454	$945K
2	J. L. Bainbridge & Co., Inc.	1.27%	552,310	$16.1M
3	Client First Capital LLC	1.04%	89,249	$2.6M
4	Panoramic Investment Advisors, LLC	0.96%	69,150	$2.0M
5	BIP Wealth, LLC	0.69%	831,835	$24.2M
6	FC Advisory LLC	0.49%	63,301	$1.8M
7	Grantvest Financial Group LLC	0.44%	26,201	$763K
8	Blue Sky Capital Consultants Group, Inc.	0.39%	31,344	$913K
9	NBZ Investment Advisors LLC	0.22%	19,321	$563K
10	Balboa Wealth Partners	0.21%	53,797	$1.6M
11	CRA Financial Services, LLC	0.13%	37,836	$1.1M
12	Encompass More Asset Management	0.11%	25,066	$730K
13	BCGM Wealth Management, LLC	0.08%	13,045	$380K
14	Cypress Wealth Services, LLC	0.08%	21,997	$641K
15	Weaver Consulting Group	0.08%	12,935	$377K
16	Crewe Advisors LLC	0.08%	36,295	$1.1M
17	Ashton Thomas Private Wealth, LLC	0.07%	107,577	$3.1M
18	Middleton & Co Inc/Ma	0.07%	21,067	$614K
19	Amplius Wealth Advisors, LLC	0.05%	24,249	$706K
20	Tradition Wealth Management, LLC	0.04%	20,156	$587K
21	Diversify Advisory Services, LLC	0.03%	59,653	$1.7M
22	Diversify Wealth Management, LLC	0.03%	59,653	$1.7M
23	ARS Wealth Advisors Group, LLC	0.02%	7,939	$231K
24	Axxcess Wealth Management, LLC	0.01%	29,595	$862K
25	ARS Investment Partners, LLC	0.01%	9,960	$290K

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 — 2 quarters in a row: For 2 consecutive quarters, 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 34% buying: Last quarter: 25 funds sold vs only 13 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 — 4% AUM from top-100: 6 of 47 holders rank in the top 100 by AUM, but together hold only 4% 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 — 34% 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.

Is it too late to buy Ishares Tr (MAXJ) following the 2026 Q2 hedge fund 13F filings?

As of today, MAXJ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MAXJ has gained +1.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 2 quarters in a row

High ownership — 90% of 1.8Y peak

Fast accumulation — +24% more funds vs a year ago

Heavy selling pressure — only 34% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 34% entered in last year

Saturation — most institutions already know this story

Mixed cohorts — 0% veterans, 43% new entrants

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — MAXJ

Hedge Fund Ownership: MAXJ

Market Analysis: MAXJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MAXJ

Is It Too Late to Buy Ishares Tr (MAXJ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MAXJ

Statistics: MAXJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (MAXJ)

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