ISHARES TR

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KXI·464288737·US·ETF-13D/G

KXI (ISHARES TR) is held by 56 institutional investors as of Q2 2026. Largest holders: Fisher Asset Management, LLC ($490.4M), BlackRock, Inc. ($97.6M), MORGAN STANLEY ($23M). Net institutional sentiment: Mixed.

56

Holders

(9 Elite)

$675.3M

Total Value

58% (50)

Consensus

29 buying - 21 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)30

Insider (Form 4)33

Activist (13D/13G)59

Congressional (STOCK Act)82

Holder Quality

13

★★★★★

Elite

81

★★★★

Strong

21

★★★

Solid

59

★★

Below

66

★

Weak

Held by 56 funds

9 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jul 28, 2026 · Congress none

ActivistBlackRock, Inc.9.2%Jul 28, 2026

ActivistBlackRock, Inc.10.6%Jul 17, 2025

View all activist filings

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Increased	7.3M(+8.7%)	$490.4M	0.1%	+10.93%	41
BlackRock, Inc.	Decreased	1.4M(-3.5%)	$97.6M	0.0%	+15.72%	0
MORGAN STANLEY	Increased	340,051(+4.0%)	$23M	0.0%	+13.79%	30
LPL Financial LLC	Increased	102,663(+20.5%)	$6.9M	0.0%	+9.01%	33
BANK OF AMERICA CORP /DE/	Decreased	96,787(-2.3%)	$6.5M	0.0%	+9.76%	0
UBS Group AG	Increased	92,761(+5.5%)	$6.3M	0.0%	+26.56%	29
Banco Santander, S.A.	Increased	86,518(+11.3%)	$5.8M	0.0%	+2.32%	30
RAYMOND JAMES FINANCIAL INC	Increased	70,737(+4.3%)	$4.8M	0.0%	+10.02%	28
Creative Planning	Decreased	56,554(-2.5%)	$3.8M	0.0%	+42.45%	0
WELLS FARGO & COMPANY/MN	Increased	49,691(+1.9%)	$3.4M	0.0%	+30.60%	27
Federation des caisses Desjardins du Quebec	Decreased	47,531(-53.9%)	$3.2M	0.0%	+31.20%	0
STIFEL FINANCIAL CORP	Increased	46,612(+33.5%)	$3.1M	0.0%	+3.32%	34
ROYAL BANK OF CANADA	Decreased	31,923(-2.5%)	$2.2M	0.0%	+24.72%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	30,274(-6.4%)	$2M	0.0%	+47.81%	0
NATIONAL BANK OF CANADA /FI/	Increased	26,231(+0.4%)	$1.8M	0.0%	+15.12%	26
ENVESTNET ASSET MANAGEMENT INC	Decreased	19,728(-45.4%)	$1.3M	0.0%	+21.62%	0
TRUIST FINANCIAL CORP	Decreased	18,365(-47.3%)	$1.2M	0.0%	+23.11%	0
HighTower Advisors, LLC	Increased	16,075(+4.2%)	$1.1M	0.0%	+12.63%	26
Beacon Pointe Advisors, LLC	New	13,154	$888,272	0.0%	+0.53%	34
OSAIC HOLDINGS, INC.	Increased	12,516(+7.5%)	$845,385	0.0%	+21.48%	27

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KXIISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer