Who Owns ISHARES TR (MXI)? -- Institutional Holders (2026-06-30)
114 institutions reported holding $149.5M of ISHARES TR (MXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pathway Financial Advisors LLC ($20.0M), Pictet Asset Management Holding SA ($19.9M), MORGAN STANLEY ($15.5M), HighTower Advisors, LLC ($10.6M), BANK OF AMERICA CORP /DE/ ($9.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Pathway Financial Advisors LLC | $20.0M | 185,828 | Added |
| 2 | Pictet Asset Management Holding SA | $19.9M | 188,700 | New |
| 3 | MORGAN STANLEY | $15.5M | 146,880 | Added |
| 4 | HighTower Advisors, LLC | $10.6M | 99,930 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $9.1M | 85,698 | Trimmed |
| 6 | LPL Financial LLC | $6.8M | 64,036 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $6.7M | 63,551 | Trimmed |
| 8 | Banco Santander, S.A. | $4.9M | 46,430 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 40,768 | Added |
| 10 | PALLADIEM, LLC | $3.9M | 37,305 | Added |
| 11 | Wealth Advisors of Tampa Bay, LLC | $2.9M | 26,980 | Added |
| 12 | UBS Group AG | $2.6M | 24,962 | Added |
| 13 | Financial Management Professionals, Inc. | $2.4M | 22,615 | Added |
| 14 | OVERSEA-CHINESE BANKING Corp Ltd | $2.3M | 21,935 | Trimmed |
| 15 | Federation des caisses Desjardins du Quebec | $1.9M | 18,352 | Trimmed |
| 16 | NATIONAL BANK OF CANADA /FI/ | $1.8M | 17,376 | Added |
| 17 | UMB BANK N A/MO | $1.7M | 15,787 | Trimmed |
| 18 | Private Advisor Group, LLC | $1.5M | 14,593 | Added |
| 19 | J. Safra Sarasin Holding AG | $1.5M | 14,252 | Hold |
| 20 | Equitable Holdings, Inc. | $1.5M | 14,082 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $1.3M | 12,576 | Trimmed |
| 22 | Stratos Wealth Partners, LTD. | $1.3M | 12,219 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $1.2M | 11,601 | Added |
| 24 | Sava Infond d.o.o. | $1.2M | 11,500 | Trimmed |
| 25 | Solstein Capital, LLC | $966,637 | 9,133 | New |
Source: SEC Form 13F filings · as of 2026-06-30