iShares Global Materials ETF (MXI) Institutional Ownership

$89.93
+1.00 (+1.12%)
(As of 05:12 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Global Materials ETF (NYSEARCA:MXI)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$44.28M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$10.17M
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MXI Institutional Buying and Selling by Quarter

iShares Global Materials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Beam Wealth Advisors Inc.3,257$291K0.2%-5.1%0.112%
4/30/2024Commonwealth Equity Services LLC6,366$569K0.0%+52.8%0.220%
4/25/2024 HTLF Bank20,424$1.83M0.2%N/A0.704%
4/16/2024 Astoria Portfolio Advisors LLC.2,819$247K0.1%-10.4%0.097%
4/15/2024 Sinecera Capital LLC38,000$3.48M4.8%-38.8%1.310%
4/10/2024 Pathway Financial Advisors LLC128,048$11.45M3.1%+1.6%3.607%
4/10/2024 Sunflower Bank N.A.3,058$273K0.1%-50.9%0.086%
3/5/2024Fisher Asset Management LLC17,009$1.48M0.0%+21.3%0.479%
2/26/2024Virtu Financial LLC5,197$453K0.0%N/A0.146%
2/9/2024Gladstone Institutional Advisory LLC4,788$418K0.0%+13.1%0.135%
2/7/2024 Astoria Portfolio Advisors LLC.3,146$258K0.1%+11.8%0.089%
2/6/2024National Bank of Canada FI771$67K0.0%-15.7%0.022%
2/6/2024Fisher Asset Management LLC17,009$1.48M0.0%+21.3%0.479%
2/1/2024OVERSEA CHINESE BANKING Corp Ltd49,634$4.33M0.2%+6.1%1.398%
2/1/2024 Pathway Financial Advisors LLC125,986$10.99M3.2%+0.2%3.549%
1/31/2024 Beam Wealth Advisors Inc.3,433$300K0.2%-12.1%0.097%
1/31/2024 Slow Capital Inc.7,463$651K0.1%-3.0%0.210%
1/29/2024 NewEdge Wealth LLC4,830$421K0.0%N/A0.136%
1/29/2024 Perigon Wealth Management LLC3,101$271K0.0%-4.6%0.087%
1/25/2024 Wealth Advisors of Tampa Bay LLC23,181$2.02M1.0%-50.2%0.653%
1/19/2024 Fifth Third Bancorp798$70K0.0%-50.1%0.022%
1/18/2024 Blue Trust Inc.398$35K0.0%N/A0.011%
1/18/2024 Sinecera Capital LLC62,140$5.42M5.7%+65.9%1.750%
1/17/2024 Patriot Investment Management Group Inc.2,300$201K0.0%N/A0.065%
1/16/2024 Raymond James Financial Services Advisors Inc.11,731$1.02M0.0%-1.6%0.330%
12/11/2023 Sunbelt Securities Inc.641$50K0.0%-27.1%0.018%
11/9/2023UBS Group AG53,842$4.23M0.0%-6.0%1.517%
11/8/2023 HighTower Advisors LLC81,164$6.36M0.0%+1.9%2.286%
11/8/2023Avantax Advisory Services Inc.3,851$302K0.0%-18.7%0.108%
11/3/2023OVERSEA CHINESE BANKING Corp Ltd46,768$3.66M0.2%+100.1%1.317%
10/30/2023 Pathway Financial Advisors LLC125,747$9.87M3.4%+2.0%3.542%
10/30/2023 Perigon Wealth Management LLC3,251$255K0.0%+5.5%0.092%
10/27/2023 Astoria Portfolio Advisors LLC.2,813$211K0.1%N/A0.079%
10/26/2023 Beam Wealth Advisors Inc.3,904$306K0.2%-13.6%0.110%
10/24/2023 Raymond James Financial Services Advisors Inc.11,919$936K0.0%-6.8%0.336%
10/20/2023 Slow Capital Inc.7,697$604K0.1%-11.9%0.217%
10/10/2023 Sinecera Capital LLC37,459$2.94M4.0%-26.9%1.055%
8/11/2023 Huntington National Bank1,197$98K0.0%-18.9%0.034%
8/10/2023Bessemer Group Inc.9,088$744K0.0%-5.1%0.256%
8/8/2023Fisher Asset Management LLC13,218$1.08M0.0%-1.5%0.372%
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8/7/2023Desjardins Global Asset Management Inc.16,943$1.39M0.2%N/A0.477%
8/2/2023Bank of Montreal Can315$26K0.0%N/A0.009%
7/31/2023LPL Financial LLC40,660$3.33M0.0%-3.0%1.145%
7/28/2023First Republic Investment Management Inc.4,591$376K0.0%+38.9%0.113%
7/28/2023 Financial Freedom LLC426$35K0.0%-23.8%0.011%
7/26/2023 Beam Wealth Advisors Inc.4,516$370K0.3%-73.2%0.112%
7/25/2023 Raymond James Financial Services Advisors Inc.12,790$1.05M0.0%-8.6%0.316%
7/25/2023 Raymond James & Associates2,792$229K0.0%-13.5%0.069%
7/19/2023 Pathway Financial Advisors LLC123,239$10.09M3.3%-0.3%3.043%
7/17/2023 Cranbrook Wealth Management LLC724$59K0.0%-37.1%0.018%
7/17/2023 Trust Co. of Vermont376$31K0.0%N/A0.009%
7/13/2023 Sunflower Bank N.A.6,343$519K0.1%-4.8%0.157%
7/13/2023 Sinecera Capital LLC51,276$4.20M4.5%-1.2%1.266%
5/15/2023Viawealth LLC2,604$218K0.2%-39.1%0.062%
5/11/2023Cerity Partners LLC15,950$1.34M0.0%-3.5%0.380%
5/11/2023Cambria Investment Management L.P.158,082$13.23M1.1%N/A3.764%
5/10/2023 Dohj LLC5,619$470K0.2%N/A0.134%
5/10/2023Bessemer Group Inc.9,573$801K0.0%-73.0%0.228%
5/10/2023LPL Financial LLC41,920$3.51M0.0%+3.3%0.998%
5/10/2023Pictet Asset Management SA241,350$20.20M0.0%N/A5.746%
5/3/2023 Perigon Wealth Management LLC3,081$258K0.0%-19.5%0.073%
5/3/2023Advisors Preferred LLC490$41K0.0%N/A0.012%
5/1/2023Fisher Asset Management LLC13,426$1.12M0.0%-8.0%0.320%
5/1/2023 Financial Freedom LLC559$47K0.0%-69.2%0.013%
5/1/2023 Migdal Insurance & Financial Holdings Ltd.425$36K0.0%-76.3%0.010%
4/28/2023Avantax Advisory Services Inc.4,545$380K0.0%+12.4%0.108%
4/28/2023 Pathway Financial Advisors LLC123,590$10.34M3.5%+0.8%2.943%
4/27/2023 Stratos Wealth Advisors LLC8,058$674K0.1%+5.8%0.192%
4/27/2023 Simplex Trading LLC772$64K0.0%+56.6%0.018%
4/27/2023 Sunflower Bank N.A.6,663$558K0.1%-12.7%0.159%
4/26/2023 Beam Wealth Advisors Inc.16,834$1.41M1.4%+1.9%0.401%
4/26/2023 Slow Capital Inc.8,523$713K0.1%-1.9%0.203%
4/20/2023 Cranbrook Wealth Management LLC1,151$96K0.0%-46.6%0.027%
4/18/2023KCS Wealth Advisory2,569$215K0.1%N/A0.061%
4/18/2023 Wealth Advisors of Tampa Bay LLC23,292$1.95M1.1%+0.8%0.555%
4/14/2023 Raymond James Financial Services Advisors Inc.13,994$1.17M0.0%+4.9%0.333%
4/14/2023 Raymond James & Associates3,226$270K0.0%+8.3%0.077%
4/12/2023 Private Trust Co. NA534$45K0.0%+128.2%0.013%
4/12/2023 MBL Wealth LLC4,903$410K0.1%N/A0.117%
4/11/2023 Mutual Advisors LLC13,323$1.12M0.0%N/A0.337%
4/11/2023 Sinecera Capital LLC51,921$4.34M4.7%-0.9%1.314%
3/6/2023Rockefeller Capital Management L.P.8,664$681K0.0%-5.9%0.219%
3/6/2023OLD Mission Capital LLC39,956$3.14M0.1%-8.2%1.012%
2/13/2023Oversea Chinese Banking CORP Ltd23,368$1.84M0.1%N/A0.592%
2/13/2023Bessemer Group Inc.35,400$2.78M0.0%+11.3%0.896%
2/10/2023Ameritas Advisory Services LLC76,368$6.01M0.3%+0.8%1.933%
2/9/2023 Cranbrook Wealth Management LLC2,154$169K0.0%-17.2%0.055%
2/9/2023 HighTower Advisors LLC78,081$6.13M0.0%-1.8%1.977%
2/8/2023 Raymond James Financial Services Advisors Inc.13,341$1.05M0.0%-55.2%0.338%
2/8/2023UBS Group AG71,656$5.64M0.0%-7.4%1.814%
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2/8/2023Prime Capital Investment Advisors LLC4,730$372K0.0%N/A0.120%
2/7/2023Commonwealth Equity Services LLC2,576$202K0.0%N/A0.065%
2/7/2023LPL Financial LLC40,571$3.19M0.0%-1.9%1.027%
2/6/2023Y.D. More Investments Ltd4,000$317K0.1%N/A0.101%
2/3/2023Fisher Asset Management LLC14,596$1.15M0.0%+154.2%0.370%
2/2/2023 Simplex Trading LLC493$38K0.0%N/A0.012%
2/1/2023Bank of Montreal Can1,987$167K0.0%+309.7%0.050%
1/31/2023Kestra Advisory Services LLC2,673$210K0.0%N/A0.068%
1/27/2023 Sinecera Capital LLC52,369$4.12M4.5%-1.0%1.326%
1/23/2023 Migdal Insurance & Financial Holdings Ltd.1,794$141K0.0%+31.0%0.047%
(Data available from 1/1/2016 forward)

MXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MXI shares?

During the previous two years, 77 institutional investors and hedge funds held shares of iShares Global Materials ETF. The most heavily invested institutionals were Bank of America Corp DE ($124.19M), Richard Bernstein Advisors LLC ($48.22M), Jane Street Group LLC ($44.78M), Pictet Asset Management SA ($20.20M), Cambria Investment Management L.P. ($13.23M), Pathway Financial Advisors LLC ($11.45M), and Allstate Corp ($8.63M).Learn more on MXI's institutional investors.

Which institutional investors have been buying iShares Global Materials ETF stock?

Of the 59 institutional investors that purchased iShares Global Materials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($512.34K), Pictet Asset Management SA ($241.35K), Cambria Investment Management L.P. ($158.08K), Allstate Corp ($91.80K), Bank of America Corp DE ($87.49K), Oversea Chinese Banking CORP Ltd ($49.63K), and OLD Mission Capital LLC ($43.51K).

How much institutional buying is happening at iShares Global Materials ETF?

Institutional investors have bought a total of 1,451,452 shares in the last 24 months. This purchase volume represents approximately $116.95M in transactions.

Which iShares Global Materials ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold iShares Global Materials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Advisors of Tampa Bay LLC ($44.60K), Sinecera Capital LLC ($39.83K), Sunflower Bank N.A. ($33.27K), Bessemer Group Inc. ($26.31K), Raymond James Financial Services Advisors Inc. ($22.02K), UBS Group AG ($18.32K), and Beam Wealth Advisors Inc. ($13.95K).

How much institutional selling is happening at iShares Global Materials ETF?

Institutional investors have sold a total of 249,076 shares in the last 24 months. This volume of shares sold represents approximately $19.81M in transactions.


This page (NYSEARCA:MXI) was last updated on 5/9/2024 by MarketBeat.com Staff

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