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

050100150200250 Q1 2024: 108Q1 2024Q2 2024: 119Q2 2024Q3 2024: 123Q3 2024Q4 2024: 130Q4 2024Q1 2025: 161Q1 2025Q2 2025: 203Q2 2025Q3 2025: 203Q3 2025Q4 2025: 221Q4 2025Q1 2026: 225Q1 2026Q2 2026: 243Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions19$75.4M
Exits15$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
International Assets Investment Management, LLC 0.00% No change 450 $11K
Addison Advisors LLC 0.00% No change 445 $11K
Byrne Asset Management LLC 0.01% No change 347 $9K
Allworth Financial LP 0.00% No change 346 $9K
Tower Research Capital LLC (TRC) 0.00% Add +41.5% 341 $8K
Blue Trust, Inc. 0.00% New 340 $8K
Continuum Advisory, LLC 0.00% No change 280 $7K
MV Capital Management, Inc. 0.00% New 245 $6K
Solstein Capital, LLC 0.00% No change 220 $5K
TruNorth Capital Management, LLC 0.00% No change 135 $3K
NorthRock Partners, LLC 0.00% No change 122 $3K
Covestor Ltd 0.00% Add +3.9% 135 $3K
Assetmark, Inc. 0.00% New 108 $3K
WR Wealth Planners, LLC 0.00% No change 90 $2K
Ascentis Wealth Management, LLC 0.00% — 88 $2K
Jamison Private Wealth Management, Inc. 0.00% New 87 $2K
Founders Capital Management 0.00% No change 84 $2K
REAP Financial Group, LLC 0.00% New 81 $2K
Carolinas Wealth Consulting LLC 0.00% No change 73 $2K
Signaturefd, LLC 0.00% No change 60 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 53 $1K
BNP Paribas Financial Markets 0.00% Reduce -99.3% 41 $1K
Tortoise Investment Management, LLC 0.00% New 36 $890

"% of holder's portfolio" is EUFN's weight in each manager's 13F, not the share of iShares MSCI Europe Financia the manager owns.