ISHARES TR (EXI) is held by 54 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Fisher Asset Management, LLC as of Q1 2026.

Are institutions buying or selling EXI?

In Q1 2026, 35 institutions opened or increased positions in ISHARES TR while 17 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EXI?

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 EXI?

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

Is institutional money flowing into EXI?

As of Q1 2026, tracked institutions in ISHARES TR show 35 buyers versus 17 sellers — net inflows.

ISHARES TR

EXI·464288729·US·ETF·Unknown - Unknown-13D/G

Holders

Avg rating(20 Elite)

$824.6M

Total Value

67% (58)

Fund Consensus

35 buying - 17 selling

Smart Money Verdict

View all

Held by 54 funds

20 elite

Who's Trading

ActivistBPBlackRock Portfolio Management LLC8.7%Apr 29, 2026

Activist

BlackRock, Inc.0.0%Apr 22, 2025

View all activist filings

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Increased	2.8M(+10.3%)	$498.7M	0.2%	+38.05%	41
BlackRock, Inc.	Decreased	566,414(-1.2%)	$102.5M	0.0%	+37.67%	0
PFPhoenix Financial Ltd.	Unchanged	215,300	$39M	0.4%	+20.67%	0
HighTower Advisors, LLC	Increased	135,371(+17.1%)	$24.5M	0.0%	+11.63%	33
RAYMOND JAMES FINANCIAL INC	Increased	126,244(+816.5%)	$22.9M	0.0%	+4.53%	46
BANK OF AMERICA CORP /DE/	Increased	113,061(+1.1%)	$20.5M	0.0%	+41.49%	29
MORGAN STANLEY	Decreased	96,311(-27.0%)	$17.4M	0.0%	+23.83%	0
Federation des caisses Desjardins du Quebec	Increased	75,676(+1735.5%)	$13.7M	0.0%	+4.20%	45
Banco Santander, S.A.	New	73,630	$13.3M	0.1%	+1.89%	46
CITADEL ADVISORS LLC	New	73,313	$13.3M	0.0%	+1.89%	39
AMERIPRISE FINANCIAL INC	Increased	51,104(+21.5%)	$9.3M	0.0%	+12.62%	33
JANE STREET GROUP, LLC	Increased	49,629(+3089.5%)	$9M	0.0%	+2.38%	44
WELLS FARGO & COMPANY/MN	Increased	29,610(+20.5%)	$5.4M	0.0%	+48.93%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	28,683(+11.6%)	$5.2M	0.0%	+15.68%	30
LPL Financial LLC	Increased	21,344(+7.3%)	$3.9M	0.0%	+48.94%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	20,137(-52.3%)	$3.6M	0.0%	+30.11%	0
Quantinno Capital Management LP	Decreased	17,623(-1.5%)	$3.2M	0.0%	+40.04%	0
UBS Group AG	Increased	17,397(+20.5%)	$3.1M	0.0%	+51.14%	31
ROYAL BANK OF CANADA	Decreased	15,345(-3.5%)	$2.8M	0.0%	+38.53%	0
JPMORGAN CHASE & CO	Increased	10,771(+14.9%)	$1.9M	0.0%	+34.12%	30