iShares MSCI Europe FinanciaEUFNETF

13F holders, Q1 2025 (March 31)
161holders +31
48new positions
14sold out
3famous investors
$28.49avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions48$116.1M
Exits14$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.

Show all 161 holders