iShares MSCI Europe FinanciaEUFNETF
13F holders, Q3 2024 (September 30)123holders +4
19new positions
15sold out
2famous investors
$24.73avg. 13F price*
At the end of Q3 2024, 123 institutions reported holding iShares MSCI Europe Financia (EUFN) in their 13F filings, up 4 from Q2 2024. 19 opened new positions and 15 sold out. The largest holders were Fisher Asset Management ($725.9M), JPMorgan Chase & Co. ($257.0M) and Morgan Stanley ($90.7M). 2 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Europe Financia
- CUSIP
- 464289180
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $75.4M |
| Exits | 15 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 5,079,266 shares bought and 1,130,399 shares sold, net +3,948,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Fisher Asset Management | 0.30% | Reduce -1.5% | 29,354,202 | $725.9M |
| JPMorgan Chase & Co. | 0.02% | Add +1.1% | 10,390,657 | $257.0M |
| Morgan Stanley | 0.01% | Reduce -1.4% | 3,669,550 | $90.7M |
| Provida Pension Fund Administrator | 1.34% | New | 2,491,115 | $61.7M |
| Jane Street Group, LLC | 0.07% | Add +263.2% | 1,872,119 | $46.3M |
| CW Advisors, LLC | 0.40% | Reduce -1.0% | 1,204,246 | $29.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.9% | 567,840 | $14.0M |
| Azimuth Capital Investment Management LLC | 0.52% | Add +1.3% | 540,630 | $13.4M |
| RiverFront Investment Group, LLC | 0.28% | Add +7.3% | 489,233 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.6% | 357,473 | $8.8M |
| Bank of Montreal | 0.00% | Add +747.1% | 304,363 | $7.6M |
| Bank of America Corp. | 0.00% | Add +116.3% | 266,608 | $6.6M |
| Waterfront Wealth Inc. | 1.43% | Add +1.1% | 241,199 | $5.9M |
| Raymond James & Associates | 0.00% | Add +0.3% | 234,366 | $5.8M |
| UBS Group AG | 0.00% | Add +15.9% | 214,341 | $5.3M |
| LPL Financial LLC | 0.00% | Add +17.8% | 209,888 | $5.2M |
| Old Mission Capital LLC | 0.10% | New | 179,909 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 160,741 | $4.0M |
| Aspen Grove Capital, LLC | 0.86% | No change | 157,857 | $3.9M |
| Viewpoint Capital Management LLC | 1.80% | No change | 128,949 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -28.9% | 122,886 | $3.0M |
| Greenwood Capital Associates LLC | 0.38% | Reduce -9.3% | 116,499 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 109,314 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 105,769 | $2.6M |
| Renaissance Technologies | 0.00% | New | 89,000 | $2.2M |
| Flow Traders U.S. LLC | 0.10% | New | 75,682 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.3% | 67,322 | $1.7M |
| Cambridge Associates LLC /Ma/ | 0.06% | New | 65,350 | $1.6M |
| Alaska Permanent Fund Corp | 0.02% | No change | 64,233 | $1.6M |
| Bessemer Group Inc. | 0.00% | No change | 62,668 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.14% | Add +2.9% | 56,523 | $1.4M |
| Bank of Nova Scotia | 0.00% | Add +7.7% | 56,230 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -7.2% | 52,268 | $1.3M |
| FMR LLC | 0.00% | Add +11.6% | 49,039 | $1.2M |
| Comerica Bank | 0.00% | Reduce -6.5% | 41,153 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.1% | 40,771 | $988K |
| Banco de Sabadell, S.A | 0.72% | Reduce -13.5% | 38,926 | $964K |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 37,701 | $932K |
| Hedges Asset Management LLC | 0.57% | No change | 35,000 | $866K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 34,870 | $862K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -8.6% | 33,400 | $832K |
| Truist Financial Corp. | 0.00% | Reduce -6.6% | 31,054 | $768K |
| Prospera Financial Services Inc | 0.02% | Reduce -77.5% | 26,340 | $651K |
| Circle Wealth Management, LLC | 0.01% | No change | 25,723 | $636K |
| Geneos Wealth Management Inc. | 0.02% | No change | 24,853 | $615K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 21,710 | $537K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 21,388 | $529K |
| Mariner, LLC | 0.00% | Add +18.1% | 20,427 | $505K |
| Qube Research & Technologies Ltd | 0.00% | Add +52.3% | 18,296 | $452K |
| Two Sigma Securities, LLC | 0.03% | New | 17,441 | $431K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.5% | 17,086 | $423K |
| Farther Finance Advisors, LLC | 0.02% | Add +3082.1% | 16,388 | $405K |
| Parcion Private Wealth LLC | 0.03% | No change | 15,203 | $376K |
| Warther Private Wealth, LLC | 0.13% | No change | 14,402 | $356K |
| AMJ Financial Wealth Management | 0.10% | Add +4.5% | 14,347 | $355K |
| HB Wealth Management, LLC | 0.00% | No change | 13,292 | $329K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.3% | 13,061 | $323K |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 11,517 | $285K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 11,212 | $277K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.6% | 11,122 | $275K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 10,852 | $268K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 10,600 | $262K |
| Strengthening Families & Communities, LLC | 0.06% | No change | 9,586 | $237K |
| Creative Planning | 0.00% | Reduce -65.1% | 9,523 | $236K |
| Blair William & Co. | 0.00% | Reduce -2.1% | 9,425 | $233K |
| Essex Financial Services, Inc. | 0.02% | Reduce -50.0% | 9,500 | $231K |
| LJI Wealth Management, LLC | 0.05% | No change | 9,005 | $223K |
| Calton & Associates, Inc. | 0.08% | Reduce -49.3% | 8,464 | $209K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 8,232 | $204K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,683 | $190K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,394 | $183K |
| Fifth Third Bancorp | 0.00% | Add +130.5% | 5,299 | $131K |
| GeoWealth Management, LLC | 0.00% | New | 4,816 | $119K |
| North Star Investment Management Corp. | 0.01% | No change | 4,333 | $107K |
| Centaurus Financial, Inc. | 0.01% | New | 4,155 | $103K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 2,995 | $88K |
| Citigroup Inc. | 0.00% | No change | 3,307 | $82K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,210 | $79K |
| Rice Partnership, LLC | 0.01% | No change | 2,553 | $63K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,542 | $63K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,450 | $61K |
| US Bancorp \de | 0.00% | Reduce -39.3% | 1,927 | $48K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 1,808 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,762 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,750 | $43K |
| Spire Wealth Management | 0.00% | No change | 1,697 | $42K |
| GAMMA Investing LLC | 0.00% | Add +37.7% | 1,684 | $42K |
| AlphaMark Advisors, LLC | 0.01% | No change | 1,665 | $41K |
| Cwm, LLC | 0.00% | Add +32.1% | 1,553 | $38K |
| Private Capital Management LLC | 0.01% | No change | 1,513 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,400 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,368 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 1,288 | $32K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,284 | $31K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.8% | 1,186 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 946 | $23K |
| Godsey & Gibb, Inc. | 0.00% | New | 921 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +7.0% | 708 | $18K |
| Global Retirement Partners, LLC | 0.00% | Reduce -57.0% | 705 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 664 | $16K |
"% of holder's portfolio" is EUFN's weight in each manager's 13F, not the share of iShares MSCI Europe Financia the manager owns.