iShares Global Materials ETFMXIETF
13F holders, Q4 2024 (December 31)81holders +5
9new positions
9sold out
1famous investor
$77.72avg. 13F price*
At the end of Q4 2024, 81 institutions reported holding iShares Global Materials ETF (MXI) in their 13F filings, up 5 from Q3 2024. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($10.5M), Pathway Financial Advisors LLC ($10.4M) and HighTower Advisors, LLC ($7.8M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Global Materials ETF
- CUSIP
- 464288695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 9 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 150,671 shares bought and 138,649 shares sold, net +12,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Morgan Stanley | 0.00% | Reduce -7.7% | 134,537 | $10.5M |
| Pathway Financial Advisors LLC | 2.39% | Add +1.2% | 133,799 | $10.4M |
| HighTower Advisors, LLC | 0.01% | Add +6.6% | 100,330 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 80,892 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +2508.9% | 62,171 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.11% | No change | 49,634 | $3.9M |
| National Bank of Canada | 0.00% | Add +6392.5% | 46,876 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.6% | 38,371 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 34,811 | $2.7M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -46.7% | 29,711 | $2.3M |
| UBS Group AG | 0.00% | Reduce -5.1% | 26,044 | $2.0M |
| HTLF Bank | 0.19% | Add +9.7% | 22,103 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.2% | 18,127 | $1.4M |
| Wealth Advisors of Tampa Bay, LLC | 0.50% | Reduce -38.4% | 14,948 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +13.2% | 12,946 | $1.0M |
| Fisher Asset Management | 0.00% | Reduce -16.4% | 10,360 | $805K |
| GTS Securities LLC | 0.04% | New | 9,524 | $740K |
| Sava Infond d.o.o. | 0.12% | — | 8,800 | $684K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 7,647 | $594K |
| Creative Planning | 0.00% | Reduce -4.9% | 7,595 | $590K |
| Ameriprise Financial Inc. | 0.00% | New | 7,480 | $581K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.4% | 7,159 | $557K |
| Old Mission Capital LLC | 0.01% | Add +55.9% | 7,118 | $553K |
| Viawealth, LLC | 0.28% | Reduce -3.4% | 5,998 | $466K |
| Goldman Sachs Group Inc. | 0.00% | Add +3.8% | 5,713 | $444K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.1% | 5,492 | $427K |
| Raymond James Financial Inc. | 0.00% | — | 4,855 | $377K |
| Bessemer Group Inc. | 0.00% | Add +195.7% | 4,578 | $356K |
| Park Avenue Securities LLC | 0.00% | New | 4,512 | $351K |
| First Bancorp, Inc | 0.23% | Reduce -3.5% | 4,370 | $340K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | — | 4,113 | $319K |
| Slow Capital, Inc. | 0.04% | Reduce -7.0% | 4,090 | $318K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.4% | 4,080 | $317K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.2% | 3,751 | $300K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -10.3% | 3,828 | $297K |
| Comprehensive Money Management Services LLC | 0.24% | — | 3,707 | $288K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 3,337 | $259K |
| Mariner, LLC | 0.00% | Reduce -43.1% | 3,235 | $251K |
| Tyler-Stone Wealth Management | 0.04% | Add +20.3% | 3,137 | $244K |
| Royal Bank of Canada | 0.00% | Reduce -86.0% | 2,015 | $157K |
| Allworth Financial LP | 0.00% | New | 1,676 | $136K |
| Cwm, LLC | 0.00% | Add +242.5% | 1,596 | $124K |
| YANKCOM Partnership | 0.07% | — | 1,589 | $123K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,466 | $114K |
| Jones Financial Companies LLLP | 0.00% | Add +45.2% | 1,159 | $90K |
| Comerica Bank | 0.00% | Add +34.1% | 1,137 | $88K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -64.2% | 982 | $76K |
| MAI Capital Management | 0.00% | New | 965 | $75K |
| Fifth Third Bancorp | 0.00% | No change | 798 | $62K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 636 | $49K |
| Hopwood Financial Services, Inc. | 0.04% | — | 627 | $49K |
| Private Trust Co. NA | 0.00% | No change | 540 | $42K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 442 | $34K |
| AE Wealth Management LLC | 0.00% | New | 424 | $33K |
| FMR LLC | 0.00% | Reduce -34.9% | 391 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 383 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +85.4% | 380 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 376 | $29K |
| US Bancorp \de | 0.00% | Reduce -19.1% | 330 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -98.2% | 326 | $25K |
| Bank of Montreal | 0.00% | No change | 319 | $25K |
| SYM FINANCIAL Corp | 0.00% | Add +1.7% | 292 | $23K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.1% | 272 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -16.4% | 255 | $20K |
| SBI Securities Co., Ltd. | 0.00% | — | 197 | $15K |
| Qube Research & Technologies Ltd | 0.00% | Add +260.4% | 191 | $15K |
| EPG Wealth Management LLC | 0.00% | No change | 175 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 167 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 146 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 106 | $8K |
| IFP Advisors, Inc | 0.00% | New | 104 | $8K |
| FSA Wealth Management LLC | 0.00% | Add +2.0% | 103 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 95 | $7K |
| Nemes Rush Group LLC | 0.00% | New | 95 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 74 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 60 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 46 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 36 | $3K |
| Synergy Investment Management, LLC | 0.00% | — | 35 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 35 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 16 | $1K |
"% of holder's portfolio" is MXI's weight in each manager's 13F, not the share of iShares Global Materials ETF the manager owns.