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iShares Global Materials ETF
MXI

90 hedge funds and large institutions have $123M invested in iShares Global Materials ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

48% more capital invested

Capital invested by funds: $83.5M → $123M (+$40M)

26.6% more ownership

Funds ownership: 36.1% → 62.7% (+27%)

7% more funds holding

Funds holding: 84 → 90 (+6)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
32
Reduced
21
Closed
8
Calls
$1.23M
Puts
–
Net Calls
+$1.23M
Net Calls Change
+$515K

Top Buyers

Rank Fund Capital Flow
1
RWM
RMG Wealth Management
Wisconsin
+$52.6M
2
SWP
Stratos Wealth Partners
Ohio
+$2.52M
3
UB
UMB Bank
Missouri
+$1.51M
4
JSSH
J. Safra Sarasin Holding
+$1.25M
5
PFA
Pathway Financial Advisors
Vermont
+$554K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.98M
2
Jane Street
Jane Street
New York
-$1.15M
3
Morgan Stanley
Morgan Stanley
New York
-$682K
4
Goldman Sachs
Goldman Sachs
New York
-$588K
5
Citadel Advisors
Citadel Advisors
Florida
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$176K -$2.04K -22 -1%
FFA
52
Farther Finance Advisors
California
$165K +$109K +1,178 +224%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$154K -$2.04K -22 -1%
YP
54
YANKCOM Partnership
South Dakota
$154K – – –
CI
55
CX Institutional
Indiana
$122K +$92.5K +997 +379%
PTC
56
Private Trust Company
Ohio
$120K +$65.5K +706 +131%
Comerica Bank
57
Comerica Bank
Texas
$106K – – –
MCM
58
MAI Capital Management
Ohio
$95.3K +$742 +8 +0.8%
SPIA
59
Steward Partners Investment Advisory
New York
$95.2K +$15.2K +164 +20%
AGWCA
60
Annis Gardner Whiting Capital Advisors
Florida
$79.1K +$75.9K +818 New
FFA
61
Founders Financial Alliance
North Carolina
$77.5K +$557 +6 +0.8%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$77.1K – – –
KAS
63
Kestra Advisory Services
Texas
$74.2K +$71.3K +768 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$64.1K +$19.1K +206 +45%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$57.7K +$5.01K +54 +10%
HNB
66
Huntington National Bank
Ohio
$54K – – –
CWM
67
Cranbrook Wealth Management
Michigan
$44.8K – – –
FMTCOCP
68
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K – – –
TCOV
69
Trust Company of Vermont
Vermont
$36.3K – – –
AWM
70
AE Wealth Management
Kansas
$32.3K – – –
US Bancorp
71
US Bancorp
Minnesota
$31.9K – – –
FRA
72
Front Row Advisors
California
$29.8K – – –
SFC
73
SYM Financial Corp
Indiana
$28.8K +$186 +2 +0.7%
LWM
74
Lodestone Wealth Management
Washington
$25.8K +$24.8K +267 New
SS
75
Sunbelt Securities
Texas
$20.8K +$186 +2 +0.9%
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MXI Hedge Fund Activity: Q4 2025 in Review

90 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in iShares Global Materials ETF (MXI) for Q4 2025, worth a combined $123M — up 48% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MXI positions and 8 closed out — a net gain of 7 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was RMG Wealth Management, opening a new position worth an estimated $52.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.98M sold.

  • 90 institutional investors held iShares Global Materials ETF (MXI) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $123M of iShares Global Materials ETF stock for Q4 2025, up 48% quarter-over-quarter.
  • 15 funds opened new iShares Global Materials ETF positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest iShares Global Materials ETF buyer in Q4 2025 was RMG Wealth Management, an estimated $52.6M added.
  • The largest iShares Global Materials ETF seller in Q4 2025 was Flow Traders U.S., an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2025.