iShares MSCI Europe FinanciaEUFNETF
13F holders, Q4 2024 (December 31)130holders +7
27new positions
23sold out
5famous investors
$23.30avg. 13F price*
At the end of Q4 2024, 130 institutions reported holding iShares MSCI Europe Financia (EUFN) in their 13F filings, up 7 from Q3 2024. 27 opened new positions and 23 sold out. The largest holders were Fisher Asset Management ($659.7M), JPMorgan Chase & Co. ($241.6M) and Morgan Stanley ($88.1M). 5 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares MSCI Europe Financia
- CUSIP
- 464289180
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $4.0M |
| Exits | 23 | $14.8M |
All 13F filers, Q3 2024 → Q4 2024: 413,474 shares bought and 3,353,020 shares sold, net −2,939,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Fisher Asset Management | 0.26% | Reduce -3.5% | 28,313,803 | $659.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.2% | 10,367,252 | $241.6M |
| Morgan Stanley | 0.01% | Add +3.1% | 3,782,785 | $88.1M |
| Provida Pension Fund Administrator | 1.12% | Reduce -5.4% | 2,355,865 | $54.9M |
| CW Advisors, LLC | 0.39% | Add +0.2% | 1,206,154 | $28.1M |
| Jane Street Group, LLC | 0.03% | Reduce -50.4% | 927,901 | $21.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 566,694 | $13.2M |
| Azimuth Capital Investment Management LLC | 0.49% | Reduce -0.3% | 539,050 | $12.6M |
| RiverFront Investment Group, LLC | 0.28% | Add +7.6% | 526,298 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 351,704 | $8.2M |
| Waterfront Wealth Inc. | 1.41% | Add +3.3% | 249,120 | $5.8M |
| Raymond James Financial Inc. | 0.00% | — | 249,049 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 206,218 | $4.8M |
| Bank of America Corp. | 0.00% | Reduce -22.7% | 206,146 | $4.8M |
| UBS Group AG | 0.00% | Reduce -9.4% | 194,203 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 162,061 | $3.8M |
| Aspen Grove Capital, LLC | 0.80% | Add +2.0% | 161,100 | $3.8M |
| Viewpoint Capital Management LLC | 1.58% | Add +0.0% | 128,967 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 108,740 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -1.6% | 87,600 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 65,896 | $1.5M |
| Alaska Permanent Fund Corp | 0.02% | No change | 64,233 | $1.5M |
| Bessemer Group Inc. | 0.00% | No change | 62,668 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +3.3% | 58,383 | $1.4M |
| Creative Planning | 0.00% | Add +425.0% | 50,000 | $1.2M |
| FMR LLC | 0.00% | Add +1.6% | 49,814 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -9.9% | 47,077 | $1.1M |
| Comerica Bank | 0.00% | Reduce -1.7% | 40,446 | $942K |
| Banco de Sabadell, S.A | 0.68% | Reduce -3.9% | 37,407 | $871K |
| Equitable Holdings, Inc. | 0.01% | Reduce -69.8% | 37,073 | $864K |
| Ameriprise Financial Inc. | 0.00% | Add +5.2% | 36,666 | $854K |
| Bank of Montreal | 0.00% | Reduce -88.3% | 35,695 | $832K |
| Hedges Asset Management LLC | 0.54% | No change | 35,000 | $816K |
| Wells Fargo & Company | 0.00% | Reduce -16.0% | 31,679 | $738K |
| Park Avenue Securities LLC | 0.01% | New | 31,411 | $732K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 30,679 | $715K |
| D. E. Shaw & Co. | 0.00% | New | 29,737 | $693K |
| Qube Research & Technologies Ltd | 0.00% | Add +50.7% | 27,570 | $642K |
| Circle Wealth Management, LLC | 0.01% | Add +3.6% | 26,646 | $621K |
| Mariner, LLC | 0.00% | Add +20.7% | 24,663 | $575K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.7% | 24,042 | $560K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.5% | 23,745 | $553K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.4% | 22,222 | $518K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 21,541 | $502K |
| HSBC Holdings PLC | 0.00% | New | 20,953 | $488K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 17,714 | $413K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.3% | 16,599 | $387K |
| Glenmede Trust Co. NA | 0.00% | New | 16,524 | $385K |
| Calton & Associates, Inc. | 0.17% | Add +94.3% | 16,449 | $383K |
| Warther Private Wealth, LLC | 0.11% | No change | 14,402 | $336K |
| Group One Trading LLC | 0.01% | New | 13,956 | $325K |
| HB Wealth Management, LLC | 0.00% | No change | 13,292 | $310K |
| Baird Financial Group, Inc. | 0.00% | Add +13.5% | 13,076 | $305K |
| Parcion Private Wealth LLC | 0.02% | Reduce -16.8% | 12,650 | $295K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.2% | 11,922 | $278K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -89.8% | 11,884 | $277K |
| Townsquare Capital LLC | 0.00% | New | 11,393 | $265K |
| Captrust Financial Advisors | 0.00% | New | 10,904 | $254K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 10,600 | $247K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -75.2% | 10,105 | $235K |
| Private Advisor Group, LLC | 0.00% | New | 9,839 | $229K |
| Essex Financial Services, Inc. | 0.02% | No change | 9,500 | $221K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,078 | $212K |
| LJI Wealth Management, LLC | 0.04% | No change | 9,005 | $210K |
| Blair William & Co. | 0.00% | Reduce -13.4% | 8,165 | $190K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,683 | $179K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.9% | 6,923 | $161K |
| AE Wealth Management LLC | 0.00% | New | 6,811 | $159K |
| GeoWealth Management, LLC | 0.00% | Reduce -2.8% | 4,680 | $109K |
| North Star Investment Management Corp. | 0.01% | No change | 4,333 | $101K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 4,575 | $95K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 3,217 | $83K |
| Citigroup Inc. | 0.00% | No change | 3,307 | $77K |
| Rice Partnership, LLC | 0.01% | No change | 2,553 | $59K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,542 | $59K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 2,450 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +246.1% | 2,450 | $57K |
| Fifth Third Bancorp | 0.00% | Reduce -56.6% | 2,299 | $54K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -31.1% | 2,210 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.4% | 1,978 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.0% | 1,932 | $45K |
| US Bancorp \de | 0.00% | No change | 1,927 | $45K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,816 | $42K |
| GAMMA Investing LLC | 0.00% | Add +5.3% | 1,773 | $41K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 1,772 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.5% | 1,727 | $40K |
| Spire Wealth Management | 0.00% | No change | 1,697 | $40K |
| AlphaMark Advisors, LLC | 0.02% | No change | 1,665 | $39K |
| Private Capital Management LLC | 0.01% | No change | 1,513 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,400 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,368 | $32K |
| Cwm, LLC | 0.00% | Reduce -18.4% | 1,268 | $30K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,186 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -33.1% | 1,170 | $27K |
| NewEdge Advisors, LLC | 0.00% | Add +15.2% | 1,090 | $25K |
| Godsey & Gibb, Inc. | 0.00% | No change | 921 | $21K |
| Synergy Asset Management, LLC | 0.00% | New | 645 | $16K |
| FLP Wealth Management, LLC | 0.04% | — | 659 | $15K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.4% | 628 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 576 | $14K |
"% of holder's portfolio" is EUFN's weight in each manager's 13F, not the share of iShares MSCI Europe Financia the manager owns.