Who Owns EPU?

iShares MSCI Peru and Global Exposure ETF — Institutional Ownership & 13F Holdings

$78.78

-1.82 (-2.26%)

Market Cap

$260.4M

Shares Outstanding

3,113,155

Institutional Holders

33

Total Inst. Value

$94.1M

% of Float Held

QoQ Holder Change

+17

Institutional data as of Q1 2025

New Positions

7

Closed Positions

6

Increased

11

Decreased

8

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BANK OF NOVA SCOTIANew$59.3M1,351,771
2UBS Group AG$7.5M169,936
3MORGAN STANLEY$5.1M115,374
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.6M81,944
5CoreCap Advisors, LLC$3.0M68,985
6Nilsine Partners, LLC$2.3M53,284
7WELLS FARGO & COMPANY/MN$1.9M42,816
8Korea Investment CORP$1.7M39,018
9NewSquare Capital LLC$1.3M29,470
10BANK OF AMERICA CORP /DE/$1.2M27,438

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
WELLS FARGO & COMPANY/MN-13K$1.9M
CITADEL ADVISORS LLC-11K$432K
MORGAN STANLEY-8K$5.1M
OLD MISSION CAPITAL LLC-5K$364K
NATIXIS-5K$999K

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Frequently Asked Questions

How many institutional investors hold EPU?

As of Q1 2025, 33 institutional investors report holding EPU (iShares MSCI Peru and Global Exposure ETF) in their 13F filings.

Which hedge fund owns the most EPU?

The largest institutional holder of EPU is BANK OF NOVA SCOTIA with $59.3M in shares.

Are institutions buying or selling EPU?

This quarter, 7 institutions opened new positions in EPU and 6 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.