iShares Global Materials ETFMXIETF
13F holders, Q4 2025 (December 31)91holders +7
11new positions
8sold out
2famous investors
$80.34avg. 13F price*
At the end of Q4 2025, 91 institutions reported holding iShares Global Materials ETF (MXI) in their 13F filings, up 7 from Q3 2025. 11 opened new positions and 8 sold out. The largest holders were RMG Wealth Management LLC ($28.9M), Pathway Financial Advisors LLC ($18.9M) and Morgan Stanley ($13.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $35.0M |
| Exits | 8 | $3.8M |
All 13F filers, Q3 2025 → Q4 2025: 665,421 shares bought and 63,150 shares sold, net +602,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| RMG Wealth Management LLC | 3.75% | New | 567,119 | $28.9M |
| Pathway Financial Advisors LLC | 2.37% | Add +3.3% | 186,204 | $18.9M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 143,089 | $13.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 105,893 | $10.2M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 74,682 | $7.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 63,162 | $6.1M |
| LPL Financial LLC | 0.00% | Add +2.5% | 32,388 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 27,172 | $2.6M |
| UBS Group AG | 0.00% | Add +18.2% | 25,839 | $2.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Add +3.7% | 25,738 | $2.5M |
| Palladiem, LLC | 2.13% | — | 23,052 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -24.6% | 17,167 | $1.7M |
| Wealth Advisors of Tampa Bay, LLC | 0.56% | Reduce -0.4% | 16,918 | $1.6M |
| UMB Bank, n.a. | 0.02% | New | 16,248 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +3.3% | 15,729 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +42.4% | 13,519 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | New | 13,502 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Reduce -4.4% | 11,537 | $1.1M |
| Sava Infond d.o.o. | 0.13% | Add +48.5% | 10,100 | $976K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 8,096 | $782K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 7,853 | $760K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.0% | 6,653 | $643K |
| Perigon Wealth Management, LLC | 0.01% | Add +65.0% | 6,190 | $598K |
| Cresset Asset Management, LLC | 0.00% | Add +23.3% | 5,929 | $573K |
| Climber Capital SA | 0.35% | — | 6,048 | $543K |
| Fisher Asset Management | 0.00% | Reduce -7.0% | 5,503 | $532K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1782.1% | 5,364 | $518K |
| Creative Planning | 0.00% | Reduce -30.8% | 5,024 | $486K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -19.7% | 4,853 | $469K |
| Raymond James Financial Inc. | 0.00% | Add +9.7% | 4,487 | $434K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | No change | 4,283 | $413K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,080 | $394K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.7% | 3,899 | $377K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.3% | 3,684 | $356K |
| Viawealth, LLC | 0.20% | Add +0.7% | 3,669 | $355K |
| National Bank of Canada | 0.00% | Add +2.3% | 3,578 | $346K |
| Comprehensive Money Management Services LLC | 0.24% | No change | 3,572 | $345K |
| First Bancorp, Inc | 0.18% | Reduce -14.8% | 3,450 | $333K |
| Royal Bank of Canada | 0.00% | Add +121.2% | 3,347 | $324K |
| Mariner, LLC | 0.00% | No change | 3,195 | $309K |
| Bessemer Group Inc. | 0.00% | No change | 3,030 | $293K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 2,686 | $260K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.0% | 2,429 | $235K |
| Patriot Investment Management Group, Inc. | 0.01% | No change | 2,300 | $222K |
| Allworth Financial LP | 0.00% | Add +3.4% | 2,244 | $217K |
| PW Nova Financial Services LLC | 0.08% | — | 2,180 | $213K |
| Mackenzie Financial Corp. | 0.00% | New | 2,162 | $210K |
| Northern Trust Corp. | 0.00% | New | 2,168 | $210K |
| Jones Financial Companies LLLP | 0.00% | Add +41.8% | 2,087 | $202K |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 1,946 | $188K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 1,820 | $176K |
| Farther Finance Advisors, LLC | 0.00% | Add +224.4% | 1,703 | $165K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 1,596 | $154K |
| YANKCOM Partnership | 0.07% | No change | 1,589 | $154K |
| CX Institutional | 0.00% | Add +379.1% | 1,260 | $122K |
| Private Trust Co. NA | 0.01% | Add +130.7% | 1,246 | $120K |
| Comerica Bank | 0.00% | No change | 1,094 | $106K |
| MAI Capital Management | 0.00% | Add +0.8% | 987 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.0% | 985 | $95K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 818 | $79K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 802 | $78K |
| Fifth Third Bancorp | 0.00% | No change | 798 | $77K |
| Kestra Advisory Services, LLC | 0.00% | New | 768 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.1% | 663 | $64K |
| FMR LLC | 0.00% | Add +9.9% | 597 | $58K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 463 | $45K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 442 | $43K |
| Trust Co. of Vermont | 0.00% | No change | 376 | $36K |
| AE Wealth Management LLC | 0.00% | No change | 334 | $32K |
| US Bancorp \de | 0.00% | No change | 330 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 308 | $30K |
| SYM FINANCIAL Corp | 0.00% | Add +0.7% | 298 | $29K |
| Lodestone Wealth Management LLC | 0.01% | New | 267 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 215 | $21K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.9% | 200 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.7% | 199 | $19K |
| EPG Wealth Management LLC | 0.00% | Add +0.6% | 179 | $17K |
| Wellington-Altus USA Inc. | 0.01% | — | 163 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +35.9% | 144 | $15K |
| Arax Advisory Partners | 0.00% | New | 150 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 104 | $10K |
| Vision Retirement, LLC | 0.00% | — | 65 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 60 | $6K |
| NewEdge Advisors, LLC | 0.00% | Add +42.9% | 50 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 46 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 36 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 22 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 16 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 10 | $1K |
| Simplex Trading, LLC | 0.00% | New | 8 | $773 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.7% | 1 | $97 |
"% of holder's portfolio" is MXI's weight in each manager's 13F, not the share of iShares Global Materials ETF the manager owns.