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iShares MSCI Europe Financials ETF
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Overview Fund Activity

123 hedge funds and large institutions have $1.36B invested in iShares MSCI Europe Financials ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
31
Closed
16
Calls
$1.47M
Puts
$6.13M
Net Calls
-$4.66M
Net Calls Change
+$557K

Top Buyers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$61.7M
2
Jane Street
2
Jane Street
New York
$46.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$7.58M
4
OMC
4
Old Mission Capital
Illinois
$4.45M
5
Bank of America
5
Bank of America
North Carolina
$6.59M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$726M
2
PFS
2
Prospera Financial Services
Texas
$651K
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14M
5
Morgan Stanley
5
Morgan Stanley
New York
$90.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$423K 17,086 -2,215 -11%
FFA
52
Farther Finance Advisors
California
$405K 16,388 +15,873 +3,082%
PPW
53
Parcion Private Wealth
Washington
$376K 15,203 – –
WPW
54
Warther Private Wealth
Ohio
$356K 14,402 – –
AFWM
55
AMJ Financial Wealth Management
Virginia
$355K 14,347 +614 +4%
HWM
56
HB Wealth Management
Georgia
$329K 13,292 – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$323K 13,061 -450 -3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$285K 11,517 +234 +2%
VFA
59
Valeo Financial Advisors
Indiana
$277K 11,212 – –
SPIA
60
Steward Partners Investment Advisory
New York
$275K 11,122 +882 +9%
Cerity Partners
61
Cerity Partners
New York
$268K 10,852 +47 +0.4%
JEST
62
JTC Employer Solutions Trustee
Jersey
$262K 10,600 – –
SFCL
63
Strengthening Families & Communities LLC
Massachusetts
$237K 9,586 – –
Creative Planning
64
Creative Planning
Kansas
$236K 9,523 -17,734 -65%
William Blair & Company
65
William Blair & Company
Illinois
$233K 9,425 -200 -2%
EFS
66
Essex Financial Services
Connecticut
$231K 9,500 -9,500 -50%
LWM
67
LJI Wealth Management
Indiana
$223K 9,005 – –
CA
68
Calton & Associates
Florida
$209K 8,464 -8,227 -49%
Osaic Holdings
69
Osaic Holdings
Arizona
$204K 8,232 -1,333 -14%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$190K 7,683 – –
EWA
71
EP Wealth Advisors
California
$183K 7,394 +7,394 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$131K 5,299 +3,000 +130%
GM
73
GeoWealth Management
Illinois
$119K 4,816 +4,816 New
NSIM
74
North Star Investment Management
Illinois
$107K 4,333 – –
CF
75
Centaurus Financial
California
$103K 4,155 +4,155 New
1 2
3
4 5