Who Owns iShares Global Materials ETF (MXI)?Hedge Fund & Institutional Holders

$104.02-2.14 (-2.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.892118854130001e+157T

% of Float Held

QoQ Change in Holders

+15 / -3

Price History

$71.63$82.86$94.08$105.31$116.54Sep 24Jun 25Mar 26

MXI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RMG Wealth Management LLCNew Position+567K+$28.9M
Stratos Wealth Partners, LTD.New Position+27K+$2.6M
OVERSEA-CHINESE BANKING Corp LtdNew Position+26K+$2.5M
PALLADIEM, LLCNew Position+23K+$2.2M
J. Safra Sarasin Holding AGNew Position+14K+$1.3M
Mutual Advisors, LLCNew Position+12K+$1.1M
UMB Bank, n.a.New Position+16K+$1.0M
Perigon Wealth Management, LLCNew Position+6K+$598K
Climber Capital SANew Position+6K+$543K
Ameritas Advisory Services, LLCNew Position+5K+$518K
Investor's Fiduciary Advisor Network, LLCNew Position+4K+$413K
Prime Capital Investment Advisors, LLCNew Position+4K+$355K
Comprehensive Money Management Services LLCNew Position+4K+$345K
First Bancorp, Inc /ME/New Position+3K+$332K
PARK AVENUE SECURITIES LLCNew Position+2K+$235K

MXI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-7K-$13.9B
BANK OF AMERICA CORP /DE/Decreased-830-$7.0B
WELLS FARGO & COMPANY/MNDecreased-615-$5.9B
CITADEL ADVISORS LLCDecreased-6K-$2.1B
Wealth Advisors of Tampa Bay, LLCDecreased-70-$1.6B
JANE STREET GROUP, LLCClosed Position-12K-$1.1B
AMERIPRISE FINANCIAL INCDecreased-59-$752.9M
Creative PlanningDecreased-2K-$671.2M
GOLDMAN SACHS GROUP INCClosed Position-6K-$587.8M
Fisher Asset Management, LLCDecreased-417-$547.5M
Equitable Holdings, Inc.Decreased-148-$374.2M
CITIGROUP INCDecreased-326-$210.1M
Rockefeller Capital Management L.P.Decreased-22-$170.4M
Qube Research & Technologies LtdDecreased-22-$20.5M
Advisory Services Network, LLCClosed Position-200-$18.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RMG Wealth Management LLC567,119$28.9M3.75%Share
2Pathway Financial Advisors LLC186,204$18.9M2.37%Share
3MORGAN STANLEY143,034$13.0M0.00%Share
4HighTower Advisors, LLC105,893$10.0M0.01%Share
5WELLS FARGO & COMPANY/MN60,772$5.0M0.00%Share
6BANK OF AMERICA CORP /DE/51,323$4.0M0.00%Share
7LPL Financial LLC32,388$3.0M0.00%Share
8Stratos Wealth Partners, LTD.27,172$2.6M0.03%Share
9PALLADIEM, LLC23,052$2.2M2.13%Share
10OVERSEA-CHINESE BANKING Corp Ltd21,985$2.1M0.06%Share
11BANK OF AMERICA CORP /DE/21,381$2.0M0.00%Share
12UBS Group AG18,404$1.8M0.00%Share
13Wealth Advisors of Tampa Bay, LLC16,918$1.6M0.56%Share
14J. Safra Sarasin Holding AG13,502$1.3M0.02%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,663$1.2M0.00%Share
16Mutual Advisors, LLC11,537$1.1M0.02%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP15,729$1.0M0.00%Share
18UMB Bank, n.a.16,248$1.0M0.01%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP12,700$1.0M0.00%Call
20CITADEL ADVISORS LLC17,167$1.0M0.00%Share
21Private Advisor Group, LLC13,519$1.0M0.00%Share
22Sava Infond d.o.o.10,100$976K0.13%Share
23UBS Group AG7,435$718K0.00%Share
24Perigon Wealth Management, LLC6,190$598K0.01%Share
25Climber Capital SA6,048$543K0.35%Share
26Ameritas Advisory Services, LLC5,364$518K0.02%Share
27Investor's Fiduciary Advisor Network, LLC4,283$413K0.09%Share
28NewEdge Wealth, LLC4,080$394K0.00%Share
29OVERSEA-CHINESE BANKING Corp Ltd3,753$362K0.01%Share
30Prime Capital Investment Advisors, LLC3,684$355K0.00%Share
31VIAWEALTH, LLC3,669$354K0.20%Share
32Comprehensive Money Management Services LLC3,572$345K0.24%Share
33First Bancorp, Inc /ME/3,430$331K0.18%Share
34PARK AVENUE SECURITIES LLC2,429$235K0.00%Share
35PATRIOT INVESTMENT MANAGEMENT GROUP, INC.2,300$222K0.01%Share
36Allworth Financial LP2,244$216K0.00%Share
37Farther Finance Advisors, LLC1,703$164K0.00%Share
38CWM, LLC1,596$154K0.00%Share
39YANKCOM Partnership1,589$153K0.07%Share
40CX Institutional1,260$122K0.00%Share
41PRIVATE TRUST CO NA1,246$120K0.01%Share
42COMERICA BANK1,094$105K0.00%Share
43FIFTH THIRD BANCORP798$77K0.00%Share
44Founders Financial Alliance, LLC802$77K0.01%Share
45Cranbrook Wealth Management, LLC463$44K0.01%Share
46Farmers & Merchants Trust Co of Chambersburg PA442$43K0.01%Share
47TRUST CO OF VERMONT376$36K0.00%Share
48AE Wealth Management LLC334$32K0.00%Share
49US BANCORP \DE\330$31K0.00%Share
50Front Row Advisors LLC308$29K0.01%Share

MXI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$110.7M+34
Q3 202555$73.4B-24
Q2 202579$68.0B-7
Q1 202586$90.4B+10
Q4 202476$3.7T+16
Q3 202460$50.3T-1
Q2 202461$55.4T+4
Q1 202457$65.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold MXI (iShares Global Materials ETF). The largest holder is RMG Wealth Management LLC with $28.9M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own MXI?

As of Q4 2025, 50 institutional investors report holding MXI (iShares Global Materials ETF) in their 13F filings.

Who is the largest institutional holder of MXI?

The largest institutional holder of MXI is RMG Wealth Management LLC with $28.9M in shares.

Is institutional ownership of MXI increasing or decreasing?

This quarter, 15 institutions opened new positions in MXI and 3 closed their positions.