Who Owns iShares MSCI Peru and Global Exposure ETF (EPU)?Hedge Fund & Institutional Holders

$80.32-1.63 (-1.99%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.700000010677e+200T

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$38.53$52.36$66.19$80.01$93.84Sep 24Jun 25Mar 26

EPU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UBS Group AGIncreased+16K+$2.6B
WHITEBOX ADVISORS LLCNew Position+14K+$1.0B
RAYMOND JAMES FINANCIAL INCIncreased+7K+$537.2M
INNEALTA CAPITAL, LLCNew Position+6K+$449.0M
OLD MISSION CAPITAL LLCIncreased+3K+$235.2M
BAROMETER CAPITAL MANAGEMENT INC.Increased+2K+$147.9M
KKM Financial LLCIncreased+130+$51.1M
CoreCap Advisors, LLCNew Position+526+$38.0M
MORGAN STANLEYIncreased+33K+$3.3M
Empowered Funds, LLCNew Position+49K+$3.0M
Sanctuary Advisors, LLCNew Position+38K+$2.3M
4Thought Financial Group Inc.New Position+31+$2.0M
Arrow Investment Advisors, LLCNew Position+6K+$405K
AlphaCentric Advisors LLCNew Position+2K+$165K
Advisors Preferred, LLCNew Position+88+$6K

EPU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-24K-$2.1B
FIFTH THIRD SECURITIES, INC.Decreased-3K-$1.8B
CITADEL ADVISORS LLCClosed Position-22K-$1.4B
OSAIC HOLDINGS, INC.Decreased-2K-$824.0M
ROYAL BANK OF CANADADecreased-312-$564.0M
NewSquare Capital LLCDecreased-13K-$556.8M
Sigma Planning CorpDecreased-3K-$128.2M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDDecreased-5K-$109.9M
Fairtree Asset Management (Pty) LtdDecreased-42-$6.2M
Rockefeller Capital Management L.P.Decreased-1-$2.0M
Triumph Capital ManagementDecreased-29-$440K
BANK OF AMERICA CORP /DE/Decreased-604-$334K
Tower Research Capital LLC (TRC)Closed Position-1-$62K
PRINCIPAL SECURITIES, INC.Closed Position-1-$0
CONTRAVISORY INVESTMENT MANAGEMENT, INC.Decreased-585-$-84K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF NOVA SCOTIA1,351,771$97.0B0.14%Share
2UBS Group AG147,578$10.7B0.00%Share
3Nilsine Partners, LLC53,464$3.9B0.34%Share
4RAYMOND JAMES FINANCIAL INC47,447$3.0B0.00%Share
5Korea Investment CORP39,018$2.0B0.00%Share
6WELLS FARGO & COMPANY/MN33,884$2.0B0.00%Share
7NewSquare Capital LLC19,865$1.4B0.13%Share
8CITY OF LONDON INVESTMENT MANAGEMENT CO LTD16,000$1.2B0.09%Share
9Mount Lucas Management LP14,883$1.1B0.43%Share
10WHITEBOX ADVISORS LLC14,063$1.0B0.01%Share
11Texas Yale Capital Corp.13,990$1.0B0.03%Share
12WELLS FARGO & COMPANY/MN21,253$1.0B0.00%Share
13Man Group plc19,655$1.0B0.00%Share
14NATIXIS24,020$1.0B0.00%Share
15Legacy Capital Group California, Inc.10,979$794.0M0.19%Share
16INNEALTA CAPITAL, LLC6,215$449.0M0.24%Share
17OLD MISSION CAPITAL LLC6,083$440.0M0.01%Share
18BAROMETER CAPITAL MANAGEMENT INC.6,300$437.0M0.11%Share
19Sigma Planning Corp5,282$382.0M0.01%Share
20KKM Financial LLC4,063$293.0M0.05%Share
21Zurcher Kantonalbank (Zurich Cantonalbank)3,552$257.0M0.00%Share
22CoreCap Advisors, LLC526$38.0M0.00%Share
23MORGAN STANLEY205,476$14.0M0.00%Share
24Triumph Capital Management157$11.0M0.00%Share
25Empowered Funds, LLC48,823$3.0M0.02%Share
264Thought Financial Group Inc.31$2.0M0.00%Share
27FIFTH THIRD SECURITIES, INC.26,143$1.9M0.12%Share
28DAVENPORT & Co LLC21,235$1.5M0.01%Share
29Sanctuary Advisors, LLC19,830$1.4M0.01%Share
30CONTRAVISORY INVESTMENT MANAGEMENT, INC.11,084$801K0.16%Share
31Arrow Investment Advisors, LLC5,598$405K0.45%Share
32Sanctuary Advisors, LLC7,198$349K0.00%Share
33Sanctuary Advisors, LLC5,612$246K0.00%Share
34Sanctuary Advisors, LLC5,612$246K0.00%Share
35AlphaCentric Advisors LLC2,282$165K0.16%Share
36Advisors Preferred, LLC88$6K0.00%Share
37Keating Financial Advisory Services, Inc.21$1K0.00%Share
38ROYAL BANK OF CANADA140$00.00%Share
39OSAIC HOLDINGS, INC.12,162$00.00%Share
40BLAIR WILLIAM & CO/IL28$00.00%Share
41O'SHAUGHNESSY ASSET MANAGEMENT, LLC458$00.00%Share
42Fairtree Asset Management (Pty) Ltd58$00.00%Share
43BlackRock, Inc.209$00.00%Share
44MORGAN STANLEY1$00.00%Share
45MORGAN STANLEY431$00.00%Share
46ENVESTNET ASSET MANAGEMENT INC8,269$00.00%Share
47Bank of New York Mellon Corp1$00.00%Share
48Bank of New York Mellon Corp5,396$00.00%Share
49LPL Financial LLC9,352$00.00%Share
50Banco BTG Pactual S.A.10,000$00.00%Share

EPU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202555$130.4B+18
Q3 202537$120.1B+5
Q2 202532$92.1B-1
Q1 202533$93.8B+1
Q4 202432$22.8B+3
Q3 202429$7.7T+3
Q2 202426$1.8T+10
Q1 202416$449.9T—

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As of Q4 2025, 50 institutional investors hold EPU (iShares MSCI Peru and Global Exposure ETF). The largest holder is BANK OF NOVA SCOTIA with $97.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own EPU?

As of Q4 2025, 50 institutional investors report holding EPU (iShares MSCI Peru and Global Exposure ETF) in their 13F filings.

Who is the largest institutional holder of EPU?

The largest institutional holder of EPU is BANK OF NOVA SCOTIA with $97.0B in shares.

Is institutional ownership of EPU increasing or decreasing?

This quarter, 9 institutions opened new positions in EPU and 3 closed their positions.