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EUFN Institutional Ownership

iShares MSCI Europe Financials ETF
1W: -0.4% 1M: -7.4% 3M: -7.0% YTD: +1.2% 1Y: +15.4% 3Y: +128.2% 5Y: +126.2%
$37.99
+0.02 (+0.05%)
After Hours: $38.70 (+0.70, +1.86%)
Weekly Expected Move ±2.6%
$36 $37 $38 $39 $40
ETF NASDAQ · AUM $4.7B

Institutional Ownership — EUFN

272
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
50
New Positions
73
Increased
88
Reduced
27
Closed
1.33
Put/Call Ratio

Ownership Trends

Top Institutional Holders (299 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Fisher Asset Management, LLC 18,725,785 711M -1,431,087 -7.1% 41Q SEC ↗
2 JPMORGAN CHASE & CO 13,232,405 502M +2,655,151 +25.1% 41Q SEC ↗
3 MORGAN STANLEY 5,953,428 226M +516,184 +9.5% 60Q SEC ↗
4 SCHRODER INVESTMENT MANAGEMENT GROUP NEW 4,994,300 190M — +0.0% 1Q SEC ↗
5 Provida Pension Fund Administrator 3,766,140 143M -656,855 -14.9% 7Q SEC ↗
6 1607 Capital Partners, LLC 2,281,602 87M -791,590 -25.8% 5Q SEC ↗
7 VICTORY CAPITAL MANAGEMENT INC 1,820,200 69M +108,639 +6.3% 4Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 1,529,480 58M +369,640 +31.9% 31Q SEC ↗
9 RiverFront Investment Group, LLC 1,363,978 52M +78,896 +6.1% 14Q SEC ↗
10 OSAIC HOLDINGS, INC. 885,757 34M -10,013 -1.1% 26Q SEC ↗
11 LPL Financial LLC 847,503 32M +199,545 +30.8% 52Q SEC ↗
12 BANK OF AMERICA CORP /DE 634,285 24M +375,755 +145.3% 15Q SEC ↗
13 ROYAL BANK OF CANADA 603,439 23M -74,600 -11.0% 60Q SEC ↗
14 GOLDMAN SACHS GROUP INC 596,612 23M +128,870 +27.6% 15Q SEC ↗
15 Azimuth Capital Investment Management 586,140 22M -11,605 -1.9% 17Q SEC ↗
16 CITADEL ADVISORS LLC NEW 557,434 21M — +0.0% 1Q SEC ↗
17 RAYMOND JAMES FINANCIAL INC 453,409 17M +3,069 +0.7% 7Q SEC ↗
18 FMR LLC 406,958 15M +316,949 +352.1% 15Q SEC ↗
19 Unisphere Establishment 378,000 14M -63,500 -14.4% 6Q SEC ↗
20 Tidal Investments LLC NEW 337,623 13M — +0.0% 1Q SEC ↗
21 SIG BROKERAGE, LP 325,350 12M -64,616 -16.6% 2Q SEC ↗
22 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 301,357 11M +73,677 +32.4% 3Q SEC ↗
23 UBS Group AG 287,782 11M -29,994 -9.4% 47Q SEC ↗
24 Bank Julius Baer & Co. Ltd, Zurich 276,161 10M +129,231 +88.0% 14Q SEC ↗
25 Riggs Asset Managment Co. Inc. 251,135 10M -9,260 -3.6% 6Q SEC ↗
26 Qube Research & Technologies Ltd 230,218 9M +87,755 +61.6% 12Q SEC ↗
27 Janney Montgomery Scott LLC 222,336 8M -2,623 -1.2% 14Q SEC ↗
28 MML INVESTORS SERVICES, LLC 166,183 6M +57,821 +53.4% 37Q SEC ↗
29 WELLS FARGO & COMPANY/MN 158,885 6M +20,735 +15.0% 57Q SEC ↗
30 ANDERSON HOAGLAND & CO 151,757 6M +296 +0.2% 6Q SEC ↗
31 Westview Management dba Westview Inves 144,340 5M -1,005 -0.7% 3Q SEC ↗
32 Phoenix Financial Ltd. NEW 143,250 5M — +0.0% 1Q SEC ↗
33 HighTower Advisors, LLC 136,156 5M +9,063 +7.1% 24Q SEC ↗
34 JONES FINANCIAL COMPANIES LLLP 111,940 4M +24,154 +27.5% 9Q SEC ↗
35 Cetera Investment Advisers 111,123 4M +93,963 +547.6% 6Q SEC ↗
36 Waterfront Wealth Inc. 110,452 4M -3,970 -3.5% 23Q SEC ↗
37 Ameliora Wealth Management Ltd. 106,150 4M -1,422 -1.3% 4Q SEC ↗
38 Viewpoint Capital Management LLC 103,632 4M -11,972 -10.4% 19Q SEC ↗
39 Evergreen Private Wealth LLC 96,040 4M -997 -1.0% 5Q SEC ↗
40 North Star Investment Management Corp. 94,812 4M -5,435 -5.4% 16Q SEC ↗
41 Spruce Point Capital Management, LLC 90,000 3M -4,000 -4.3% 3Q SEC ↗
42 Sanctuary Advisors, LLC 85,218 3M +17,527 +25.9% 5Q SEC ↗
43 Savant Capital, LLC 84,846 3M +69,076 +438.0% 6Q SEC ↗
44 TRUIST FINANCIAL CORP 78,036 3M +7,278 +10.3% 14Q SEC ↗
45 AMERIPRISE FINANCIAL INC 77,785 3M +20,265 +35.2% 16Q SEC ↗
46 ASSETMARK, INC 77,416 3M +49,334 +175.7% 5Q SEC ↗
47 Banco de Sabadell, S.A 75,314 3M -414 -0.5% 14Q SEC ↗
48 Baird Financial Group, Inc. 74,190 3M +281 +0.4% 9Q SEC ↗
49 EXENCIAL WEALTH ADVISORS, LLC NEW 71,309 3M — +0.0% 1Q SEC ↗
50 Prospera Financial Services Inc 61,052 2M -1,502 -2.4% 14Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +2,655,151 +25.1% 13,232,405
MORGAN STANLEY +516,184 +9.5% 5,953,428
BANK OF AMERICA CORP /DE +375,755 +145.3% 634,285
ENVESTNET ASSET MANAGEMENT INC +369,640 +31.9% 1,529,480
FMR LLC +316,949 +352.1% 406,958
LPL Financial LLC +199,545 +30.8% 847,503
Bank Julius Baer & Co. Ltd, Zurich +129,231 +88.0% 276,161
GOLDMAN SACHS GROUP INC +128,870 +27.6% 596,612
VICTORY CAPITAL MANAGEMENT INC +108,639 +6.3% 1,820,200
Cetera Investment Advisers +93,963 +547.6% 111,123
Qube Research & Technologies Ltd +87,755 +61.6% 230,218
RiverFront Investment Group, LLC +78,896 +6.1% 1,363,978
BANCO BILBAO VIZCAYA ARGENTARIA, S. +73,677 +32.4% 301,357
Savant Capital, LLC +69,076 +438.0% 84,846
MML INVESTORS SERVICES, LLC +57,821 +53.4% 166,183
ASSETMARK, INC +49,334 +175.7% 77,416
COMMONWEALTH EQUITY SERVICES, LLC +39,616 +185.1% 61,016
Farther Finance Advisors, LLC +24,711 +168.2% 39,401
JONES FINANCIAL COMPANIES LLLP +24,154 +27.5% 111,940
WELLS FARGO & COMPANY/MN +20,735 +15.0% 158,885
Biggest Decreases (20)
HolderReducedChange %Total Shares
Fisher Asset Management, LLC -1,431,087 -7.1% 18,725,785
1607 Capital Partners, LLC -791,590 -25.8% 2,281,602
Provida Pension Fund Administrator -656,855 -14.9% 3,766,140
ROYAL BANK OF CANADA -74,600 -11.0% 603,439
SIG BROKERAGE, LP -64,616 -16.6% 325,350
Unisphere Establishment -63,500 -14.4% 378,000
SUSQUEHANNA INTERNATIONAL GROUP, LL -45,826 -62.5% 27,487
D. E. Shaw & Co., Inc. -38,262 -44.3% 48,195
UBS Group AG -29,994 -9.4% 287,782
Alaska Wealth Advisors, LLC -24,713 -49.7% 25,056
Parkway Wealth Management Group, LL -19,455 -46.3% 22,521
SIMPLEX TRADING, LLC -16,658 -99.5% 90
Viewpoint Capital Management LLC -11,972 -10.4% 103,632
Aspen Grove Capital, LLC -11,857 -22.1% 41,738
Azimuth Capital Investment Manageme -11,605 -1.9% 586,140
Bright Futures Wealth Management, L -10,827 -26.1% 30,655
OSAIC HOLDINGS, INC. -10,013 -1.1% 885,757
Riggs Asset Managment Co. Inc. -9,260 -3.6% 251,135
CALTON & ASSOCIATES, INC. -8,295 -59.4% 5,674
Kestra Advisory Services, LLC -8,150 -48.6% 8,626

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms