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iShares Global Materials ETF

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: 8490 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1
RMG Wealth Management
Wisconsin
$28.9M +$52.6M +567,119 New
PFA
2
Pathway Financial Advisors
Vermont
$18.9M +$554K +5,968 +3%
Morgan Stanley
3
Morgan Stanley
New York
$13.8M -$682K -7,352 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.2M +$32.8K +353 +0.3%
Bank of America
5
Bank of America
North Carolina
$7.22M -$77K -830 -1%
Wells Fargo
6
Wells Fargo
California
$6.1M -$57.1K -615 -1%
LPL Financial
7
LPL Financial
California
$3.13M +$74.7K +805 +3%
SWP
8
Stratos Wealth Partners
Ohio
$2.63M +$2.52M +27,172 New
UBS Group
9
UBS Group
Switzerland
$2.5M +$369K +3,978 +18%
OCBCO
10
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.49M +$85.5K +921 +4%
P
11
Palladiem
Pennsylvania
$2.25M +$2.14M +23,052 New
Citadel Advisors
12
Citadel Advisors
Florida
$1.66M -$519K -5,590 -25%
WAOTB
13
Wealth Advisors of Tampa Bay
Florida
$1.63M -$6.5K -70 -0.4%
UB
14
UMB Bank
Missouri
$1.57M +$1.51M +16,248 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.52M +$47.1K +507 +3%
PAG
16
Private Advisor Group
New Jersey
$1.31M +$374K +4,026 +42%
JSSH
17
J. Safra Sarasin Holding
$1.3M +$1.25M +13,502 New
MA
18
Mutual Advisors
Nebraska
$1.11M -$49.4K -532 -4%
SI
19
Sava Infond
Slovenia
$976K +$306K +3,300 +49%
Ameriprise
20
Ameriprise
Minnesota
$782K -$5.47K -59 -0.7%
Osaic Holdings
21
Osaic Holdings
Arizona
$760K +$12K +129 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$643K -$61.1K -658 -9%
PWM
23
Perigon Wealth Management
California
$598K +$226K +2,439 +65%
CAM
24
Cresset Asset Management
Illinois
$573K +$104K +1,119 +23%
CC
25
Climber Capital
Switzerland
$543K +$561K +6,048 New

MXI Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 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.