ISHARES TR (MXI) is held by 44 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling MXI?

In Q1 2026, 24 institutions opened or increased positions in ISHARES TR while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on MXI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold MXI?

44 institutional investors report holding ISHARES TR (MXI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into MXI?

As of Q1 2026, tracked institutions in ISHARES TR show 24 buyers versus 15 sellers — net inflows.

ISHARES TR

MXI·464288695·US·ETF·Unknown - Unknown

Holders

Avg rating(16 Elite)

$85.5M

Total Value

62% (48)

Fund Consensus

24 buying - 15 selling

No verdict yet — fewer than 2 funds hold MXI.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	145,048(+1.4%)	$15.4M	0.0%	+26.29%	28
BANK OF AMERICA CORP /DE/	Increased	117,422(+57.2%)	$12.5M	0.0%	+18.10%	40
HighTower Advisors, LLC	Increased	106,554(+0.6%)	$11.3M	0.0%	+47.14%	28
LPL Financial LLC	Increased	95,370(+194.5%)	$10.1M	0.0%	+9.74%	45
WELLS FARGO & COMPANY/MN	Increased	63,588(+0.7%)	$6.8M	0.0%	+36.90%	27
JANE STREET GROUP, LLC	New	47,951	$5.1M	0.0%	-4.72%	37
Banco Santander, S.A.	New	35,188	$3.7M	0.0%	-4.72%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	23,425(+772.1%)	$2.5M	0.0%	-2.01%	42
UBS Group AG	Decreased	22,545(-12.8%)	$2.4M	0.0%	+45.74%	0
Federation des caisses Desjardins du Quebec	New	19,665	$2.1M	0.0%	-4.72%	36
Equitable Holdings, Inc.	Increased	14,134(+262.5%)	$1.4M	0.0%	+1.55%	41
Private Advisor Group, LLC	Decreased	12,540(-7.2%)	$1.3M	0.0%	+20.69%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	8,515(-45.9%)	$904,463	0.0%	+24.77%	0
OSAIC HOLDINGS, INC.	Increased	7,932(+1.0%)	$843,980	0.0%	+37.45%	25
ROYAL BANK OF CANADA	Increased	7,536(+125.2%)	$800,000	0.0%	+4.81%	40
AMERIPRISE FINANCIAL INC	Decreased	7,146(-11.7%)	$759,661	0.0%	+34.28%	0
Cetera Investment Advisers	New	5,526	$587,004	0.0%	-4.72%	34
Vontobel Holding Ltd.	New	5,000	$531,100	0.0%	-4.72%	34
Fisher Asset Management, LLC	Decreased	4,961(-9.8%)	$527,036	0.0%	+34.54%	0
ENVESTNET ASSET MANAGEMENT INC	New	4,835	$513,598	0.0%	-4.72%	33