MXI Institutional Ownership & Shareholders
ISHARES GLOBAL MATERIALS ETF (MXI) is currently held by 106 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $176.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pictet Asset Management Holding Sa is currently the largest disclosed institutional shareholder of MXI tracked by InsiderSet, reporting ownership valued at approximately $19.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.40M, representing an estimated gain of +2.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed MXI value among the investors covered in this analysis. Major shareholders include Pictet Asset Management Holding Sa, Pathway Financial Advisors Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL MATERIALS ETF (MXI).
This page ranks the largest institutional MXI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
106
Total Reported Value
$176.61M
Largest Holder
Pictet Asset Management Holding Sa
Largest Position
$19.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pictet Asset Management Holding Sa | 0.02% | 188,700 | $19,924,833 | $20,398,470 | +$473,637 | +2.38% | |
| Pathway Financial Advisors Llc | 1.96% | 165,886 | $17,748,161 | $17,932,277 | +$184,116 | +1.04% | |
| Morgan Stanley | 0.00% | 146,880 | $15,545,943 | $15,877,728 | +$331,785 | +2.13% | |
| Bank Of America Corp | 0.00% | 85,698 | $9,070,278 | $9,263,954 | +$193,676 | +2.14% | |
| Lpl Financial Llc | 0.00% | 64,036 | $6,777,620 | $6,922,292 | +$144,672 | +2.13% | |
| Wells Fargo & Company/Mn | 0.00% | 63,551 | $6,726,246 | $6,869,863 | +$143,617 | +2.14% | |
| Banco Santander, S.A. | 0.03% | 46,430 | $4,914,151 | $5,019,083 | +$104,932 | +2.14% | |
| Susquehanna International Group, Llp | 0.00% | 40,768 | $4,314,885 | $4,407,021 | +$92,136 | +2.14% | |
| Palladiem, Llc | 3.83% | 37,305 | $3,948,339 | $4,032,671 | +$84,332 | +2.14% | |
| Wealth Advisors Of Tampa Bay, Llc | 0.87% | 26,980 | $2,855,562 | $2,916,538 | +$60,976 | +2.14% | |
| Weil Company, Inc. | 0.47% | 25,408 | $2,718,402 | $2,746,605 | +$28,203 | +1.04% | |
| Ubs Group Ag | 0.00% | 24,962 | $2,641,978 | $2,698,392 | +$56,414 | +2.14% | |
| Oversea-Chinese Banking Corp Ltd | 0.06% | 21,935 | $2,321,820 | $2,371,174 | +$49,354 | +2.13% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 18,352 | $1,942,376 | $1,983,851 | +$41,475 | +2.14% | |
| National Bank Of Canada | 0.00% | 17,376 | $1,839,250 | $1,878,346 | +$39,096 | +2.13% | |
| Umb Bank, N.A. | 0.02% | 15,787 | $1,670,896 | $1,706,575 | +$35,679 | +2.14% | |
| Private Advisor Group, Llc | 0.01% | 14,593 | $1,544,487 | $1,577,503 | +$33,016 | +2.14% | |
| J. Safra Sarasin Holding Ag | 0.02% | 14,252 | $1,513,847 | $1,540,641 | +$26,794 | +1.77% | |
| Equitable Holdings, Inc. | 0.01% | 14,082 | $1,490,417 | $1,522,264 | +$31,847 | +2.14% | |
| Sava Infond D.O.O. | 0.15% | 12,500 | $1,337,375 | $1,351,250 | +$13,875 | +1.04% | |
| Jane Street Group, Llc | 0.00% | 12,576 | $1,331,044 | $1,359,466 | +$28,422 | +2.14% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 12,219 | $1,293,343 | $1,320,874 | +$27,531 | +2.13% | |
| Ameriprise Financial Inc | 0.00% | 11,601 | $1,227,861 | $1,254,068 | +$26,207 | +2.13% | |
| Solstein Capital, Llc | 0.37% | 9,892 | $1,058,336 | $1,069,325 | +$10,989 | +1.04% | |
| Royal Bank Of Canada | 0.00% | 8,774 | $929,000 | $948,469 | +$19,469 | +2.10% | |
| Mackenzie Financial Corp | 0.00% | 8,098 | $866,405 | $875,394 | +$8,989 | +1.04% | |
| Jones Financial Companies Lllp | 0.00% | 7,466 | $793,461 | $807,075 | +$13,614 | +1.72% | |
| Clearstead Advisors, Llc | 0.01% | 7,312 | $773,902 | $790,427 | +$16,525 | +2.14% | |
| Osaic Holdings, Inc. | 0.00% | 6,897 | $731,543 | $745,566 | +$14,023 | +1.92% | |
| Perigon Wealth Management, Llc | 0.01% | 6,678 | $714,444 | $721,892 | +$7,448 | +1.04% | |
| Janney Montgomery Scott Llc | 0.00% | 6,518 | $690,000 | $704,596 | +$14,596 | +2.12% | |
| Climber Capital Sa | 0.41% | 6,672 | $676,820 | $721,243 | +$44,423 | +6.56% | |
| Verity Asset Management, Inc. | 0.25% | 6,151 | $658,095 | $664,923 | +$6,828 | +1.04% | |
| Cetera Investment Advisers | 0.00% | 6,169 | $652,993 | $666,869 | +$13,876 | +2.12% | |
| Ameritas Advisory Services, Llc | 0.01% | 6,024 | $637,580 | $651,194 | +$13,614 | +2.14% | |
| Envestnet Asset Management Inc | 0.00% | 5,722 | $605,668 | $618,548 | +$12,880 | +2.13% | |
| Raymond James Financial Inc | 0.00% | 5,104 | $540,220 | $551,742 | +$11,522 | +2.13% | |
| Farther Finance Advisors, Llc | 0.00% | 4,877 | $524,730 | $527,204 | +$2,474 | +0.47% | |
| Fisher Asset Management, Llc | 0.00% | 4,791 | $507,103 | $517,907 | +$10,804 | +2.13% | |
| Pw Nova Financial Services Llc | 0.10% | 4,659 | $498,466 | $503,638 | +$5,172 | +1.04% | |
| Bfi Infinity Ltd. | 0.24% | 4,641 | $496,541 | $501,692 | +$5,151 | +1.04% | |
| Mutual Advisors, Llc | 0.01% | 4,675 | $494,802 | $505,368 | +$10,566 | +2.14% | |
| Waverly Advisors, Llc | 0.00% | 4,582 | $484,927 | $495,314 | +$10,387 | +2.14% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,265 | $451,457 | $461,047 | +$9,590 | +2.12% | |
| Citadel Advisors Llc | 0.00% | 4,227 | $447,386 | $456,939 | +$9,553 | +2.14% | |
| Investor'S Fiduciary Advisor Network, Llc | 0.14% | 3,883 | $410,000 | $419,752 | +$9,752 | +2.38% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 3,783 | $404,695 | $408,942 | +$4,247 | +1.05% | |
| Viawealth, Llc | 0.20% | 3,807 | $402,899 | $411,537 | +$8,638 | +2.14% | |
| Newedge Wealth, Llc | 0.00% | 3,707 | $392,349 | $400,727 | +$8,378 | +2.14% | |
| Comprehensive Money Management Services Llc | 0.24% | 3,572 | $378,060 | $386,133 | +$8,073 | +2.14% |
Frequently asked questions about MXI
Who are the largest institutional holders of MXI?
The largest institutional holders of MXI reported in the latest SEC Form 13F filings include Pictet Asset Management Holding Sa, Pathway Financial Advisors Llc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MXI position.
What is MXI institutional ownership?
This page tracks MXI positions reported by institutional investment managers through SEC Form 13F. ISHARES GLOBAL MATERIALS ETF (MXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MXI?
InsiderSet currently tracks 106 institutional managers reporting MXI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MXI shareholders.
How much MXI stock do institutions own?
Institutional investment managers disclosed approximately $176.61M in MXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MXI institutional ownership last updated?
The latest MXI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MXI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MXI position after the reporting date.
Are institutions buying or selling MXI?
Institutional buying and selling can be analyzed by comparing MXI positions across consecutive 13F reporting periods. InsiderSet's MXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MXI ownership changes.
How has MXI institutional ownership changed over time?
InsiderSet tracks MXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.