Who Owns ISHARES TR (MXI)? -- Institutional Holders (2026-03-31)
107 institutions reported holding $139.4M of ISHARES TR (MXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Pathway Financial Advisors LLC ($19.9M), MORGAN STANLEY ($15.4M), BANK OF AMERICA CORP /DE/ ($12.5M), HighTower Advisors, LLC ($11.3M), LPL Financial LLC ($10.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Pathway Financial Advisors LLC | $19.9M | 185,669 | Trimmed |
| 2 | MORGAN STANLEY | $15.4M | 145,048 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $12.5M | 117,422 | Added |
| 4 | HighTower Advisors, LLC | $11.3M | 106,554 | Added |
| 5 | LPL Financial LLC | $10.1M | 95,370 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $6.8M | 63,588 | Added |
| 7 | JANE STREET GROUP, LLC | $5.1M | 47,951 | New |
| 8 | OVERSEA-CHINESE BANKING Corp Ltd | $3.8M | 35,538 | Added |
| 9 | Banco Santander, S.A. | $3.7M | 35,188 | New |
| 10 | Stratos Wealth Partners, LTD. | $3.3M | 31,315 | Added |
| 11 | FLOW TRADERS U.S. LLC | $2.9M | 26,841 | New |
| 12 | Wealth Advisors of Tampa Bay, LLC | $2.6M | 24,793 | Added |
| 13 | PALLADIEM, LLC | $2.5M | 22,544 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 23,425 | Added |
| 15 | UBS Group AG | $2.4M | 22,545 | Trimmed |
| 16 | Financial Management Professionals, Inc. | $2.1M | 20,034 | New |
| 17 | Federation des caisses Desjardins du Quebec | $2.1M | 19,665 | New |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 16,415 | Trimmed |
| 19 | UMB BANK N A/MO | $1.7M | 15,820 | Trimmed |
| 20 | J. Safra Sarasin Holding AG | $1.5M | 14,252 | Added |
| 21 | Sava Infond d.o.o. | $1.4M | 13,300 | Added |
| 22 | Equitable Holdings, Inc. | $1.4M | 14,134 | Added |
| 23 | Private Advisor Group, LLC | $1.3M | 12,540 | Trimmed |
| 24 | Mutual Advisors, LLC | $1.2M | 11,334 | Trimmed |
| 25 | GTS SECURITIES LLC | $889,911 | 8,378 | New |
Source: SEC Form 13F filings · as of 2026-03-31