MCHI — ISHARES TR
Reported value held$1.05B
Funds holding (latest)37
Sector—
Funds holding (Q2 2026)25
Institutional value$958.71M · 18.77M sh
New / Add / Cut / Exit2 / 9 / 12 / 3
Top-5 / Top-10 concentration73.9% / 92.5%
Institutional holdings change
Accumulating +38.0%
(+5.16M sh)
Institutional value change
Up +25.4%
As of Q2 2026, 25 SEC-registered investment managers reported holding MCHI (ISHARES TR) in their latest 13F filings, with a combined reported value of $958.71M across 18.77M shares. That is +38.0% by share count (+5.16M shares) versus the previous quarter, while reported value moved +25.4%. Ownership is concentrated: the five largest holders account for 73.9% of reported value and the top ten for 92.5%.
Compared with the prior quarter, 2 opened new positions, 9 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.75M | $293.36M | 0.01% | Add |
| Goldman Sachs Group history | 2.82M | $143.87M | 0.01% | Add |
| Bank of America Corp history | 2.17M | $110.51M | 0.01% | Add |
| Morgan Stanley history | 1.79M | $91.46M | 0.01% | Reduce |
| UBS Group AG history | 1.35M | $69.10M | 0.01% | Add |
| D. E. Shaw & Co history | 1.33M | $67.61M | 0.04% | Add |
| Amundi US history | 640.22K | $32.67M | 0.01% | Add |
| Saudi Arabian Monetary Authority history | 600.00K | $31.77M | 0.42% | Hold |
| JPMorgan Chase & Co history | 472.49K | $24.00M | 0.00% | New |
| Northern Trust Corp history | 440.38K | $22.47M | 0.00% | Reduce |
| Invesco Ltd history | 325.12K | $16.59M | 0.00% | Reduce |
| Citigroup Inc history | 259.80K | $13.26M | 0.01% | Add |
| Wellington Management Group history | 253.33K | $12.93M | 0.00% | Add |
| Citadel Advisors history | 203.90K | $10.40M | 0.00% | Reduce |
| Manulife Financial history | 101.16K | $5.16M | 0.00% | Reduce |
| Fidelity International (FIL) history | 100.26K | $5.12M | 0.00% | Reduce |
| Wells Fargo & Co history | 60.66K | $3.10M | 0.00% | Reduce |
| Legal & General Investment Management America history | 29.75K | $1.52M | 0.00% | Reduce |
| BNY Mellon history | 23.22K | $1.18M | 0.00% | Add |
| Point72 Asset Management history | 12.40K | $632.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11.49K | $586.11K | 0.00% | Reduce |
| Millennium Management history | 9.69K | $494.28K | 0.00% | New |
| PNC Financial Services history | 9.29K | $474.12K | 0.00% | Reduce |
| Deutsche Bank AG history | 5.82K | $297.20K | 0.00% | Reduce |
| Franklin Resources history | 3.04K | $154.96K | 0.00% | Hold |
Q1 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.85M | $216.57M | 0.00% | Add |
| Morgan Stanley history | 3.80M | $213.24M | 0.01% | Add |
| UBS Group AG history | 886.17K | $49.78M | 0.01% | Reduce |
| Bank of America Corp history | 780.51K | $43.85M | 0.00% | Reduce |
| Goldman Sachs Group history | 621.41K | $34.91M | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 600.00K | $33.71M | 0.71% | Hold |
| Amundi US history | 572.40K | $32.16M | 0.01% | Add |
| Fidelity International (FIL) history | 463.03K | $26.01M | 0.02% | Reduce |
| Northern Trust Corp history | 451.72K | $25.38M | 0.00% | Hold |
| Invesco Ltd history | 339.57K | $19.08M | 0.00% | Add |
| Citadel Advisors history | 307.69K | $17.29M | 0.00% | Reduce |
| Wellington Management Group history | 174.88K | $9.82M | 0.00% | Reduce |
| Manulife Financial history | 147.23K | $8.27M | 0.01% | Reduce |
| D. E. Shaw & Co history | 130.41K | $7.33M | 0.01% | Reduce |
| Citigroup Inc history | 118.74K | $6.67M | 0.00% | Reduce |
| Polen Capital Management history | 96.81K | $5.44M | 0.04% | New |
| Wells Fargo & Co history | 61.80K | $3.47M | 0.00% | Reduce |
| Renaissance Technologies history | 50.20K | $2.82M | 0.00% | Reduce |
| Lazard Asset Management history | 45.43K | $2.55M | 0.00% | Hold |
| Legal & General Investment Management America history | 32.40K | $1.78M | 0.00% | Add |
| Point72 Asset Management history | 24.20K | $1.36M | 0.00% | Reduce |
| PNC Financial Services history | 19.31K | $1.08M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 13.54K | $760.45K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.52K | $590.85K | 0.00% | Reduce |
| BNY Mellon history | 3.58K | $200.89K | 0.00% | Reduce |
| Franklin Resources history | 3.04K | $170.62K | 0.00% | Add |
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.37M | $202.25M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 2.29M | $137.83M | 0.01% | Reduce |
| Bank of America Corp history | 1.46M | $87.99M | 0.01% | Reduce |
| Fidelity International (FIL) history | 1.12M | $67.21M | 0.05% | Add |
| BlackRock Inc history | 985.75K | $59.21M | 0.00% | Add |
| UBS Group AG history | 913.51K | $54.87M | 0.01% | Add |
| Temasek Holdings history | 744.81K | $44.74M | 0.14% | New |
| Saudi Arabian Monetary Authority history | 600.00K | $36.04M | 1.35% | Hold |
| JPMorgan Chase & Co history | 524.65K | $31.52M | 0.00% | Reduce |
| Amundi US history | 505.70K | $30.38M | 0.01% | Add |
| Northern Trust Corp history | 449.52K | $27.00M | 0.00% | Add |
| Citadel Advisors history | 441.84K | $26.54M | 0.00% | Reduce |
| D. E. Shaw & Co history | 412.65K | $24.79M | 0.01% | New |
| Goldman Sachs Group history | 241.33K | $14.50M | 0.00% | Reduce |
| Millennium Management history | 237.87K | $14.29M | 0.01% | Add |
| Renaissance Technologies history | 207.50K | $12.46M | 0.02% | New |
| Manulife Financial history | 194.05K | $11.66M | 0.01% | Add |
| Wellington Management Group history | 180.89K | $10.87M | 0.00% | Reduce |
| Citigroup Inc history | 143.59K | $8.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 128.75K | $7.73M | 0.00% | Reduce |
| Point72 Asset Management history | 91.30K | $5.48M | 0.01% | New |
| PNC Financial Services history | 51.33K | $3.08M | 0.00% | Add |
| Lazard Asset Management history | 45.43K | $2.73M | 0.01% | Reduce |
| Invesco Ltd history | 40.19K | $2.41M | 0.00% | Add |
| Vanguard Group history | 35.05K | $2.11M | 0.00% | Hold |
| Deutsche Bank AG history | 16.45K | $988.33K | 0.00% | Add |
| BNY Mellon history | 10.66K | $640.17K | 0.00% | Add |
| Legal & General Investment Management America history | 1.90K | $114.12K | 0.00% | Reduce |
| Franklin Resources history | 1.24K | $74.31K | 0.00% | Reduce |
Q3 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 3.10M | $204.31M | 0.03% | Add |
| Morgan Stanley history | 2.89M | $190.37M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 2.64M | $174.15M | 0.01% | Add |
| Bank of America Corp history | 1.48M | $97.44M | 0.01% | Add |
| Fidelity International (FIL) history | 1.11M | $73.02M | 0.06% | Add |
| Citadel Advisors history | 984.67K | $64.84M | 0.01% | Add |
| BlackRock Inc history | 613.75K | $40.42M | 0.00% | Add |
| Goldman Sachs Group history | 612.81K | $40.35M | 0.01% | Add |
| Saudi Arabian Monetary Authority history | 600.00K | $39.51M | 1.50% | Hold |
| Amundi US history | 489.20K | $32.60M | 0.01% | Reduce |
| Northern Trust Corp history | 430.40K | $28.34M | 0.00% | Hold |
| UBS Group AG history | 363.69K | $23.95M | 0.00% | Reduce |
| Citigroup Inc history | 210.21K | $13.84M | 0.01% | Reduce |
| Millennium Management history | 209.80K | $13.82M | 0.01% | Add |
| Wellington Management Group history | 202.77K | $13.35M | 0.00% | Reduce |
| Manulife Financial history | 176.18K | $11.60M | 0.01% | Reduce |
| Wells Fargo & Co history | 132.47K | $8.72M | 0.00% | Add |
| Lazard Asset Management history | 65.51K | $4.31M | 0.01% | Hold |
| Vanguard Group history | 35.08K | $2.31M | 0.00% | Hold |
| Invesco Ltd history | 30.12K | $1.98M | 0.00% | Add |
| Deutsche Bank AG history | 15.29K | $1.01M | 0.00% | Reduce |
| BNY Mellon history | 8.93K | $588.12K | 0.00% | Add |
| Legal & General Investment Management America history | 5.90K | $388.49K | 0.00% | Hold |
| PNC Financial Services history | 2.86K | $188.57K | 0.00% | Add |
| Franklin Resources history | 1.87K | $123.27K | 0.00% | Add |
Q2 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.60M | $143.43M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 2.35M | $129.42M | 0.01% | Reduce |
| Citadel Advisors history | 879.12K | $48.44M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 600.00K | $33.06M | 1.35% | New |
| Amundi US history | 556.90K | $30.63M | 0.01% | Add |
| JPMorgan Chase & Co history | 498.13K | $27.45M | 0.00% | Reduce |
| Fidelity International (FIL) history | 474.40K | $26.14M | 0.02% | Reduce |
| BlackRock Inc history | 458.36K | $25.26M | 0.00% | Add |
| Northern Trust Corp history | 430.40K | $23.72M | 0.00% | Reduce |
| UBS Group AG history | 429.37K | $23.66M | 0.00% | Add |
| D. E. Shaw & Co history | 336.81K | $18.56M | 0.01% | Add |
| Goldman Sachs Group history | 318.48K | $17.55M | 0.00% | Reduce |
| Wellington Management Group history | 245.07K | $13.50M | 0.00% | Add |
| Citigroup Inc history | 226.75K | $12.49M | 0.01% | Reduce |
| Manulife Financial history | 208.20K | $11.47M | 0.01% | Reduce |
| Bank of America Corp history | 154.80K | $8.53M | 0.00% | Reduce |
| Wells Fargo & Co history | 59.90K | $3.30M | 0.00% | Reduce |
| Vanguard Group history | 35.05K | $1.93M | 0.00% | Reduce |
| Invesco Ltd history | 27.69K | $1.53M | 0.00% | Add |
| Millennium Management history | 23.56K | $1.30M | 0.00% | Reduce |
| Prudential Financial history | 21.00K | $1.16M | 0.00% | Reduce |
| Deutsche Bank AG history | 17.53K | $965.96K | 0.00% | Add |
| BNY Mellon history | 8.78K | $483.63K | 0.00% | Add |
| Legal & General Investment Management America history | 5.90K | $325.12K | 0.00% | New |
| PNC Financial Services history | 1.26K | $69.65K | 0.00% | Reduce |
| Franklin Resources history | 1.24K | $68.16K | 0.00% | Hold |
| Lazard Asset Management history | 65.51K | $3.61K | 0.01% | Hold |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.51M | $136.61M | 0.01% | Add |
| Morgan Stanley history | 2.47M | $134.18M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.47M | $79.86M | 0.01% | Add |
| Citadel Advisors history | 1.08M | $58.69M | 0.01% | Reduce |
| Manulife Financial history | 934.72K | $50.85M | 0.05% | Reduce |
| Fidelity International (FIL) history | 647.72K | $35.24M | 0.03% | Add |
| Goldman Sachs Group history | 561.23K | $30.53M | 0.01% | Add |
| Bridgewater Associates history | 511.95K | $27.85M | 0.13% | Reduce |
| Amundi US history | 490.30K | $26.31M | 0.01% | Add |
| Northern Trust Corp history | 457.30K | $24.88M | 0.00% | Add |
| UBS Group AG history | 390.41K | $21.24M | 0.00% | Add |
| BlackRock Inc history | 244.25K | $13.29M | 0.00% | Reduce |
| Citigroup Inc history | 236.31K | $12.85M | 0.01% | Add |
| Wellington Management Group history | 207.27K | $11.28M | 0.00% | Add |
| Bank of America Corp history | 207.26K | $11.28M | 0.00% | Add |
| Renaissance Technologies history | 186.10K | $10.12M | 0.01% | Add |
| D. E. Shaw & Co history | 117.44K | $6.39M | 0.01% | New |
| Wells Fargo & Co history | 82.02K | $4.46M | 0.00% | Add |
| Millennium Management history | 70.89K | $3.86M | 0.00% | Reduce |
| Vanguard Group history | 51.05K | $2.78M | 0.00% | Hold |
| Prudential Financial history | 30.00K | $1.63M | 0.00% | Add |
| Invesco Ltd history | 21.79K | $1.19M | 0.00% | Add |
| Deutsche Bank AG history | 14.86K | $808.49K | 0.00% | Reduce |
| Marshall Wace history | 14.37K | $781.62K | 0.00% | New |
| BNY Mellon history | 6.31K | $343.08K | 0.00% | Hold |
| PNC Financial Services history | 2.19K | $119.13K | 0.00% | Reduce |
| Franklin Resources history | 1.24K | $67.29K | 0.00% | Hold |
| Lazard Asset Management history | 65.51K | $3.56K | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 472.49K sh · $24.00M
- Millennium Management 9.69K sh · $494.28K
Fully Exited (vs previous quarter)
- Polen Capital Management sold 96.81K sh · $5.44M
- Renaissance Technologies sold 50.20K sh · $2.82M
- Lazard Asset Management sold 45.43K sh · $2.55M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 5.75M | 3.85M | 985.75K | 613.75K | 458.36K | 244.25K | 479.97K | 602.32K | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 2.82M | 621.41K | 241.33K | 612.81K | 318.48K | 561.23K | 368.52K | 634.99K | 756.28K | 594.35K | 562.97K | 635.10K | 832.67K | 539.25K | 714.49K | 400.56K | 623.79K | 306.03K | 340.44K | 305.50K |
| Bank of America Corp | 2.17M | 780.51K | 1.46M | 1.48M | 154.80K | 207.26K | 133.90K | 352.33K | 5.13M | 5.40M | 5.77M | 6.56M | 6.89M | 6.16M | 5.84M | 4.05M | 2.65M | 2.22M | 1.22M | 1.25M |
| Morgan Stanley | 1.79M | 3.80M | 3.37M | 2.89M | 2.60M | 2.47M | 2.44M | 2.14M | 1.82M | 2.08M | 1.72M | 2.36M | 2.88M | 2.12M | 2.52M | 1.76M | 1.10M | 712.19K | 1.20M | 1.12M |
| UBS Group AG | 1.35M | 886.17K | 913.51K | 363.69K | 429.37K | 390.41K | 291.91K | 292.05K | 405.77K | 436.39K | 6.73M | 6.72M | 853.63K | 881.99K | 813.08K | 1.33M | 1.12M | 1.29M | 1.07M | 1.16M |
| D. E. Shaw & Co | 1.33M | 130.41K | 412.65K | — | 336.81K | 117.44K | — | — | — | — | 109.33K | — | — | — | — | — | — | — | — | — |
| Amundi US | 640.22K | 572.40K | 505.70K | 489.20K | 556.90K | 490.30K | 308.50K | 303.30K | 267.10K | 390.60K | 403.10K | 471.90K | 598.80K | 596.60K | 162.40K | 16.60K | — | — | — | — |
| Saudi Arabian Monetary Authority | 600.00K | 600.00K | 600.00K | 600.00K | 600.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 472.49K | — | 524.65K | 3.10M | 498.13K | 1.47M | 1.22M | 1.73M | 2.25M | 2.06M | 2.05M | 2.22M | 4.40M | 4.95M | 4.49M | 4.72M | 4.45M | 2.28M | 2.06M | 799.43K |
| Northern Trust Corp | 440.38K | 451.72K | 449.52K | 430.40K | 430.40K | 457.30K | 449.20K | 484.76K | 688.11K | 693.31K | 713.51K | 834.11K | 837.59K | 775.35K | 757.23K | 109.28K | 65.50K | 26.95K | 28.95K | 26.95K |
| Invesco Ltd | 325.12K | 339.57K | 40.19K | 30.12K | 27.69K | 21.79K | 17.88K | 14.43K | 22.00K | 13.72K | 13.98K | 25.01K | 18.04K | 16.26K | — | — | — | — | — | — |
| Citigroup Inc | 259.80K | 118.74K | 143.59K | 210.21K | 226.75K | 236.31K | 169.02K | 193.34K | 359.36K | 252.27K | 456.21K | 2.07M | 3.69M | 4.47M | 5.22M | 7.61M | 3.01M | 2.26M | 550.21K | 301.20K |
| Wellington Management Group | 253.33K | 174.88K | 180.89K | 202.77K | 245.07K | 207.27K | 191.10K | 228.03K | 253.19K | 200.16K | 285.20K | 168.31K | 168.31K | 168.31K | 176.06K | 198.54K | 192.99K | 198.70K | 217.39K | 73.64K |
| Citadel Advisors | 203.90K | 307.69K | 441.84K | 984.67K | 879.12K | 1.08M | 1.53M | 400.45K | 1.44M | 1.92M | 733.44K | 116.30K | 116.41K | 283.01K | 407.65K | 641.11K | 302.39K | 182.40K | 279.63K | 265.70K |
| Manulife Financial | 101.16K | 147.23K | 194.05K | 176.18K | 208.20K | 934.72K | 955.93K | 19.59K | 308.77K | 181.95K | — | — | — | 16.01K | — | — | 44.55K | 18.76K | 11.59K | 10.80K |
| Fidelity International (FIL) | 100.26K | 463.03K | 1.12M | 1.11M | 474.40K | 647.72K | 102.54K | 105.19K | 188.05K | 35.93K | — | — | — | 224.21K | 125.11K | — | 4.87K | — | — | — |
| Wells Fargo & Co | 60.66K | 61.80K | 128.75K | 132.47K | 59.90K | 82.02K | 49.91K | 105.47K | 130.44K | 113.97K | 84.58K | 85.51K | 145.65K | 71.62K | 62.34K | 74.99K | 82.94K | 105.64K | 180.83K | 957.17K |
| Legal & General Investment Management America | 29.75K | 32.40K | 1.90K | 5.90K | 5.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 23.22K | 3.58K | 10.66K | 8.93K | 8.78K | 6.31K | 6.28K | 6.35K | 48.15K | 47.35K | 46.44K | 53.89K | 51.29K | 57.49K | 52.17K | 28.77K | 22.49K | — | — | — |
| Point72 Asset Management | 12.40K | 24.20K | 91.30K | — | — | — | — | — | — | — | 100.00K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details