ISHARES GLOBAL MATERIALS ETF (MXI) Institutional Shareholders
ISHARES GLOBAL MATERIALS ETF (MXI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $137.98M in MXI holdings during the latest filing period.
Pathway Financial Advisors Llc is currently the largest disclosed institutional shareholder of MXI tracked by InsiderSet, reporting ownership valued at approximately $20.03M 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 $20.41M, representing an estimated gain of +1.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed MXI value among the investors covered in this analysis. Major shareholders include Pathway Financial Advisors Llc, Pictet Asset Management Holding Sa, 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
102
Total Reported Value
$137.98M
Largest Holder
Pathway Financial Advisors Llc
Largest Position
$20.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathway Financial Advisors Llc | 2.34% | 185,828 | $20,028,523 | $20,407,631 | +$379,108 | +1.89% | |
| Pictet Asset Management Holding Sa | 0.02% | 188,700 | $19,924,833 | $20,723,034 | +$798,201 | +4.01% | |
| Morgan Stanley | 0.00% | 146,880 | $15,545,943 | $16,130,362 | +$584,419 | +3.76% | |
| Bank Of America Corp | 0.00% | 85,698 | $9,070,278 | $9,411,354 | +$341,076 | +3.76% | |
| Lpl Financial Llc | 0.00% | 64,036 | $6,777,620 | $7,032,434 | +$254,814 | +3.76% | |
| Wells Fargo & Company/Mn | 0.00% | 63,551 | $6,726,246 | $6,979,171 | +$252,925 | +3.76% | |
| Banco Santander, S.A. | 0.03% | 46,430 | $4,914,151 | $5,098,943 | +$184,792 | +3.76% | |
| Susquehanna International Group, Llp | 0.00% | 40,768 | $4,314,885 | $4,477,142 | +$162,257 | +3.76% | |
| Palladiem, Llc | 3.83% | 37,305 | $3,948,339 | $4,096,835 | +$148,496 | +3.76% | |
| Wealth Advisors Of Tampa Bay, Llc | 0.87% | 26,980 | $2,855,562 | $2,962,944 | +$107,382 | +3.76% | |
| Ubs Group Ag | 0.00% | 24,962 | $2,641,978 | $2,741,327 | +$99,349 | +3.76% | |
| Financial Management Professionals, Inc. | 0.23% | 22,615 | $2,393,572 | $2,483,579 | +$90,007 | +3.76% | |
| Oversea-Chinese Banking Corp Ltd | 0.06% | 21,935 | $2,321,820 | $2,408,902 | +$87,082 | +3.75% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 18,352 | $1,942,376 | $2,015,417 | +$73,041 | +3.76% | |
| National Bank Of Canada | 0.00% | 17,376 | $1,839,250 | $1,908,232 | +$68,982 | +3.75% | |
| Umb Bank, N.A. | 0.02% | 15,787 | $1,670,896 | $1,733,728 | +$62,832 | +3.76% | |
| Private Advisor Group, Llc | 0.01% | 14,593 | $1,544,487 | $1,602,603 | +$58,116 | +3.76% | |
| J. Safra Sarasin Holding Ag | 0.02% | 14,252 | $1,513,847 | $1,565,155 | +$51,308 | +3.39% | |
| Equitable Holdings, Inc. | 0.01% | 14,082 | $1,490,417 | $1,546,485 | +$56,068 | +3.76% | |
| Jane Street Group, Llc | 0.00% | 12,576 | $1,331,044 | $1,381,096 | +$50,052 | +3.76% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 12,219 | $1,293,343 | $1,341,891 | +$48,548 | +3.75% | |
| Ameriprise Financial Inc | 0.00% | 11,601 | $1,227,861 | $1,274,022 | +$46,161 | +3.76% | |
| Sava Infond D.O.O. | 0.14% | 11,500 | $1,217,160 | $1,262,930 | +$45,770 | +3.76% | |
| Solstein Capital, Llc | 0.33% | 9,133 | $966,637 | $1,002,986 | +$36,349 | +3.76% | |
| Royal Bank Of Canada | 0.00% | 8,774 | $929,000 | $963,561 | +$34,561 | +3.72% | |
| Jones Financial Companies Lllp | 0.00% | 7,466 | $793,461 | $819,916 | +$26,455 | +3.33% | |
| Clearstead Advisors, Llc | 0.01% | 7,312 | $773,902 | $803,004 | +$29,102 | +3.76% | |
| Osaic Holdings, Inc. | 0.00% | 6,897 | $731,543 | $757,429 | +$25,886 | +3.54% | |
| Mackenzie Financial Corp | 0.00% | 6,855 | $725,533 | $752,816 | +$27,283 | +3.76% | |
| Perigon Wealth Management, Llc | 0.01% | 6,678 | $706,765 | $733,378 | +$26,613 | +3.77% | |
| Janney Montgomery Scott Llc | 0.00% | 6,518 | $690,000 | $715,807 | +$25,807 | +3.74% | |
| Climber Capital Sa | 0.40% | 6,203 | $655,228 | $681,213 | +$25,985 | +3.97% | |
| Cetera Investment Advisers | 0.00% | 6,169 | $652,993 | $677,480 | +$24,487 | +3.75% | |
| Ameritas Advisory Services, Llc | 0.01% | 6,024 | $637,580 | $661,556 | +$23,976 | +3.76% | |
| Verity Asset Management, Inc. | 0.23% | 5,761 | $609,744 | $632,673 | +$22,929 | +3.76% | |
| Envestnet Asset Management Inc | 0.00% | 5,722 | $605,668 | $628,390 | +$22,722 | +3.75% | |
| Raymond James Financial Inc | 0.00% | 5,104 | $540,220 | $560,521 | +$20,301 | +3.76% | |
| Vontobel Holding Ltd. | 0.00% | 5,000 | $529,200 | $549,100 | +$19,900 | +3.76% | |
| Fisher Asset Management, Llc | 0.00% | 4,791 | $507,103 | $526,148 | +$19,045 | +3.76% | |
| Mutual Advisors, Llc | 0.01% | 4,675 | $494,802 | $513,408 | +$18,606 | +3.76% | |
| Bfi Infinity Ltd. | 0.28% | 4,641 | $492,967 | $509,675 | +$16,708 | +3.39% | |
| Pw Nova Financial Services Llc | 0.11% | 4,643 | $491,415 | $509,894 | +$18,479 | +3.76% | |
| Waverly Advisors, Llc | 0.00% | 4,582 | $484,927 | $503,195 | +$18,268 | +3.77% | |
| Farther Finance Advisors, Llc | 0.00% | 4,393 | $464,874 | $482,439 | +$17,565 | +3.78% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,265 | $451,457 | $468,382 | +$16,925 | +3.75% | |
| Citadel Advisors Llc | 0.00% | 4,227 | $447,386 | $464,209 | +$16,823 | +3.76% | |
| Investor'S Fiduciary Advisor Network, Llc | 0.14% | 3,883 | $410,000 | $426,431 | +$16,431 | +4.01% | |
| Viawealth, Llc | 0.20% | 3,807 | $402,899 | $418,085 | +$15,186 | +3.77% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 3,783 | $400,345 | $415,449 | +$15,104 | +3.77% | |
| Newedge Wealth, Llc | 0.00% | 3,707 | $392,349 | $407,103 | +$14,754 | +3.76% |
Frequently asked questions about MXI
Who owns the most MXI stock?
The largest holders of MXI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GLOBAL MATERIALS ETF (MXI).
Is MXI widely held by superinvestors?
Many widely followed stocks like MXI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MXI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.