Who Owns ISHARES TR (KXI)? -- Institutional Holders (2026-03-31)
139 institutions reported holding $685.5M of ISHARES TR (KXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fisher Asset Management, LLC ($447.5M), BlackRock, Inc. ($100.4M), MORGAN STANLEY ($21.9M), Morningstar Investment Management LLC ($17.5M), Federation des caisses Desjardins du Quebec ($6.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $447.5M | 6.7M | Added |
| 2 | BlackRock, Inc. | $100.4M | 1.5M | Added |
| 3 | MORGAN STANLEY | $21.9M | 326,935 | Added |
| 4 | Morningstar Investment Management LLC | $17.5M | 260,487 | Trimmed |
| 5 | Federation des caisses Desjardins du Quebec | $6.9M | 103,178 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $6.6M | 99,039 | Added |
| 7 | UBS Group AG | $5.9M | 87,933 | Trimmed |
| 8 | LPL Financial LLC | $5.7M | 85,204 | Trimmed |
| 9 | Banco Santander, S.A. | $5.2M | 77,716 | New |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.5M | 67,804 | Added |
| 11 | ICICI Prudential Asset Management Co Ltd | $4.3M | 64,610 | Hold |
| 12 | Creative Planning | $3.9M | 58,027 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $3.3M | 48,749 | Added |
| 14 | NORTHLAND SECURITIES, INC. | $3.3M | 48,730 | Added |
| 15 | CITADEL ADVISORS LLC | $3.0M | 44,764 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 36,113 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $2.3M | 34,921 | Added |
| 18 | TRUIST FINANCIAL CORP | $2.3M | 34,869 | Trimmed |
| 19 | BESSEMER GROUP INC | $2.3M | 34,732 | Trimmed |
| 20 | Royal Bank of Canada | $2.2M | 32,744 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 32,333 | Trimmed |
| 22 | NATIONAL BANK OF CANADA /FI/ | $1.8M | 26,120 | Added |
| 23 | Northstar Financial Companies, Inc. | $1.6M | 23,433 | Added |
| 24 | Independent Advisor Alliance | $1.5M | 22,046 | New |
| 25 | JANE STREET GROUP, LLC | $1.3M | 19,127 | New |
Source: SEC Form 13F filings · as of 2026-03-31