MAXJ
iShares Large Cap Max Buffer Jun ETFMAXJ
MAXJ
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $60.3M [Q3] → $78.6M (+$18.2M) [Q4]
21.52% more ownership
Funds ownership: 35.39% [Q3] → 56.91% (+21.52%) [Q4]
15% more funds holding
Funds holding: 33 [Q3] → 38 (+5) [Q4]
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for MAXJ.
Financial journalist opinion
Neutral
24/7 Wall Street
2 months ago
Retirees: These 2 Buffer ETFs Offer Capped Downside Protection
Buffer exchange-traded funds (ETFs) are an intriguing investment instrument that's grown in popularity of late.
Positive
Seeking Alpha
5 months ago
MAXJ: Good Concept But Buy The September Series
Buffer ETFs like the iShares Large Cap Max Buffer June ETF offer investors downside protection and modest upside exposure. The MAXJ ETF uses options to achieve its objective and must be held for the entire "outcome period", typically 1 year, to realize the full benefit of the fund's options. However, with the IVV appreciating considerably since June, I would recommend investors consider the SMAX ETF, which is closer to its hedge level with more upside appreciation room.
Negative
Seeking Alpha
8 months ago
MAXJ: Near-100% Downside Protection With ITM Puts
iShares Large Cap Max Buffer Jun ETF offers downside protection with capped upside for tech-heavy portfolios. The ETF has reasonable liquidity and AUM, and managed by Blackrock Fund Advisors with a reasonable 0.50% expense ratio. The fund is structured as a 1-year hedge starting on July 1, 2024, providing upside exposure and downside protection for broad-market portfolios in volatile times.
Positive
Barrons
8 months ago
New Stock ETFs Offer 100% Price Protection. This Is the Big Risk.
Such 100% buffer ETFs weren't viable when interest rates were close to zero. But with Treasuries yielding about 5% today, you can get a 10% maximum upside cap rate with zero downside.
Positive
ETF Trends
9 months ago
This Week in ETFs: iShares Debuts Buffer ETF with 100% Protection
This week opened with a deluge of 15 new ETFs on Monday, with only a single launch occurring after that. Perhaps the most notable of the debuts was the first buffer ETF from iShares.
Positive
Invezz
9 months ago
How good is BlackRock's new 100% downside hedge ETF?
BlackRock, has just launched an ETF that offers 100% downside protection to investors.
Positive
Reuters
9 months ago
BlackRock launches stock ETF with 100% downside hedge
BlackRock has launched a 'buffer' exchange-traded fund that seeks to offer a 100% downside hedge to risk-shy investors looking to tap the equity markets, the world's largest asset manager said on Monday.
Charts implemented using Lightweight Charts™