iShares MSCI Europe FinanciaEUFNETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 161 institutions reported holding iShares MSCI Europe Financia (EUFN) in their 13F filings, up 31 from Q4 2024. 48 opened new positions and 14 sold out. The largest holders were Fisher Asset Management ($1.1B), JPMorgan Chase & Co. ($235.4M) and Morgan Stanley ($120.4M). 3 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- iShares MSCI Europe Financia
- CUSIP
- 464289180
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $116.1M |
| Exits | 14 | $1.9M |
All 13F filers, Q4 2024 → Q1 2025: 20,655,702 shares bought and 2,868,661 shares sold, net +17,787,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Fisher Asset Management | 0.47% | Add +35.3% | 38,319,380 | $1.1B |
| JPMorgan Chase & Co. | 0.02% | Reduce -20.3% | 8,264,032 | $235.4M |
| Morgan Stanley | 0.01% | Add +11.8% | 4,227,484 | $120.4M |
| Provida Pension Fund Administrator | 2.22% | Add +64.4% | 3,873,950 | $110.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +265.8% | 2,072,964 | $59.1M |
| RiverFront Investment Group, LLC | 1.16% | Add +247.3% | 1,828,039 | $52.1M |
| TD Asset Management Inc | 0.03% | New | 1,243,902 | $35.4M |
| CW Advisors, LLC | 0.29% | Reduce -30.1% | 843,537 | $24.0M |
| Jane Street Group, LLC | 0.04% | Reduce -22.5% | 719,311 | $20.5M |
| Alaska Permanent Capital Management, LLC | 1.45% | New | 606,579 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Add +119.8% | 547,450 | $15.6M |
| Azimuth Capital Investment Management LLC | 0.62% | Add +1.0% | 544,630 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.0% | 471,152 | $13.4M |
| Royal Bank of Canada | 0.00% | Add +158.3% | 418,646 | $11.9M |
| LPL Financial LLC | 0.00% | Add +101.9% | 416,375 | $11.9M |
| Unisphere Establishment | 0.08% | New | 332,500 | $9.5M |
| Alaska Wealth Advisors, LLC | 1.29% | New | 289,256 | $8.2M |
| bLong Financial, LLC | 7.12% | New | 281,556 | $8.0M |
| UBS Group AG | 0.00% | Add +34.9% | 262,036 | $7.5M |
| Bank of America Corp. | 0.00% | Add +23.9% | 255,311 | $7.3M |
| Waterfront Wealth Inc. | 1.68% | Reduce -2.7% | 242,304 | $6.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | New | 227,600 | $6.6M |
| Cetera Investment Advisers | 0.01% | New | 181,932 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +166.2% | 175,419 | $5.0M |
| Aspen Grove Capital, LLC | 0.88% | No change | 161,100 | $4.6M |
| North Star Investment Management Corp. | 0.30% | Add +3284.6% | 146,653 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +341.6% | 139,910 | $4.0M |
| Prospera Financial Services Inc | 0.09% | Add +474.8% | 138,201 | $3.9M |
| Viewpoint Capital Management LLC | 1.91% | Reduce -3.3% | 124,767 | $3.6M |
| Clark Capital Management Group, Inc. | 0.03% | New | 123,430 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +161.2% | 122,959 | $3.5M |
| Cumberland Partners Ltd | 0.27% | New | 122,935 | $3.5M |
| Pinebridge Investments, L.P. | 0.03% | New | 110,988 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 109,037 | $3.1M |
| Riggs Asset Managment Co. Inc. | 0.88% | New | 107,854 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -17.9% | 71,910 | $2.0M |
| Alaska Permanent Fund Corp | 0.03% | No change | 64,233 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +217.1% | 66,448 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +114.6% | 65,844 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 62,830 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +97.7% | 62,086 | $1.8M |
| FMR LLC | 0.00% | Add +11.2% | 55,398 | $1.6M |
| Empowered Funds, LLC | 0.02% | New | 54,124 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 48,140 | $1.4M |
| Comerica Bank | 0.01% | Add +13.1% | 45,760 | $1.3M |
| Banco de Sabadell, S.A | 0.94% | Add +16.5% | 43,580 | $1.2M |
| Creative Planning | 0.00% | Reduce -13.1% | 43,453 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +231.9% | 43,404 | $1.2M |
| Bank of Montreal | 0.00% | Add +16.7% | 41,667 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +9.2% | 40,488 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +69.2% | 36,436 | $1.0M |
| Hedges Asset Management LLC | 0.66% | No change | 35,000 | $997K |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -40.1% | 34,949 | $996K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 34,189 | $974K |
| Anderson Hoagland & Co. | 0.11% | New | 38,946 | $965K |
| BTG Pactual Asset Management US LLC | 0.12% | Add +611.8% | 32,563 | $928K |
| Harmony Asset Management LLC | 0.33% | New | 27,440 | $782K |
| Circle Wealth Management, LLC | 0.02% | No change | 26,646 | $759K |
| Ameriprise Financial Inc. | 0.00% | Reduce -35.1% | 23,779 | $717K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 24,985 | $712K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 24,279 | $692K |
| Barometer Capital Management Inc. | 0.26% | New | 24,250 | $691K |
| Mariner, LLC | 0.00% | Reduce -9.8% | 22,245 | $634K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -9.6% | 21,467 | $612K |
| World Investment Advisors | 0.01% | New | 20,193 | $575K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.7% | 18,509 | $527K |
| HRT Financial LP | 0.00% | New | 18,021 | $513K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 17,311 | $493K |
| Two Sigma Securities, LLC | 0.07% | New | 17,101 | $487K |
| Cibc World Market Inc. | 0.00% | New | 16,680 | $475K |
| Glenmede Trust Co. NA | 0.00% | No change | 16,524 | $471K |
| Calton & Associates, Inc. | 0.11% | No change | 16,449 | $469K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.0% | 15,772 | $451K |
| Captrust Financial Advisors | 0.00% | Add +40.6% | 15,333 | $437K |
| Strait & Sound Wealth Management LLC | 0.20% | New | 15,307 | $436K |
| Compound Planning, Inc. | 0.02% | New | 14,295 | $407K |
| Jones Financial Companies LLLP | 0.00% | Add +457.1% | 13,649 | $394K |
| HB Wealth Management, LLC | 0.00% | No change | 13,292 | $379K |
| Parcion Private Wealth LLC | 0.03% | No change | 12,650 | $360K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.9% | 12,272 | $350K |
| Savant Capital, LLC | 0.00% | New | 11,252 | $321K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.8% | 11,150 | $318K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.1% | 10,618 | $303K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 10,600 | $302K |
| GeoWealth Management, LLC | 0.01% | Add +125.8% | 10,570 | $301K |
| Private Advisor Group, LLC | 0.00% | Add +6.6% | 10,487 | $299K |
| Fortis Capital Advisors, LLC | 0.06% | New | 10,000 | $285K |
| Belpointe Asset Management LLC | 0.01% | New | 10,000 | $285K |
| Essex Financial Services, Inc. | 0.02% | No change | 9,500 | $271K |
| 17 Capital Partners, LLC | 0.17% | New | 9,100 | $259K |
| LJI Wealth Management, LLC | 0.05% | No change | 9,005 | $257K |
| DAVENPORT & Co LLC | 0.00% | New | 8,516 | $243K |
| Osaic Holdings, Inc. | 0.00% | Add +17.4% | 8,127 | $232K |
| Blair William & Co. | 0.00% | Reduce -1.3% | 8,060 | $230K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,683 | $219K |
| Koshinski Asset Management, Inc. | 0.02% | New | 7,469 | $213K |
| AE Wealth Management LLC | 0.00% | Add +2.0% | 6,949 | $198K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +161.5% | 5,172 | $147K |
| Friedenthal Financial | 0.07% | New | 4,087 | $116K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.3% | 3,550 | $101K |
"% of holder's portfolio" is EUFN's weight in each manager's 13F, not the share of iShares MSCI Europe Financia the manager owns.