iShares MSCI Poland ETF (EPOL) Institutional Ownership

$24.06
+0.23 (+0.97%)
(As of 01:10 PM ET)

Institutional Ownership Changes (13F Filings) for iShares MSCI Poland ETF (NYSEARCA:EPOL)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$61.90M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$43.77M
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EPOL Institutional Buying and Selling by Quarter

iShares MSCI Poland ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.1,232,350$29.07M0.0%+15.1%9.266%
4/22/2024Nilsine Partners LLC81,099$1.91M0.3%N/A0.610%
4/22/2024Waycross Investment Management Co13,130$310K0.3%N/A0.099%
4/19/2024Advisor Resource Council11,479$260K0.1%N/A0.089%
4/11/2024 Contravisory Investment Management Inc.33,543$791K0.2%N/A0.261%
3/5/2024Wellington Management Group LLP103,374$2.34M0.0%+7.7%0.804%
2/13/2024Rock Creek Group LP2,190$50K0.0%-97.3%0.017%
2/12/2024Glovista Investments LLC57,645$1.31M0.6%+49.2%0.449%
2/9/2024Sepio Capital LP141,921$3.22M0.3%N/A1.104%
2/7/2024Mount Lucas Management LP36,756$833K0.2%-15.0%0.286%
2/7/2024Arlington Capital Management Inc.128,855$2.92M2.7%N/A1.003%
1/25/2024Financial & Tax Architects LLC28,223$639K0.2%N/A0.220%
1/24/2024GFS Advisors LLC20,000$453K0.1%-62.5%0.156%
1/16/2024Raymond James Financial Services Advisors Inc.1,070,303$24.24M0.0%N/A8.329%
1/12/2024Cyndeo Wealth Partners LLC14,474$328K0.0%N/A0.113%
12/11/2023Glovista Investments LLC38,643$665K0.4%-40.7%0.301%
11/14/2023Private Advisory Group LLC35,013$599K0.1%N/A0.272%
11/13/2023Rock Creek Group LP81,503$1.40M0.1%-91.6%0.634%
11/9/2023Rhumbline Advisers228,970$3.92M0.0%-11.5%1.782%
11/9/2023UBS Group AG173,726$2.97M0.0%+3.8%1.352%
11/8/2023Shayne & Jacobs LLC12,241$209K0.1%-10.0%0.095%
11/7/2023Trium Capital LLP175,027$3.00M0.0%N/A1.362%
10/11/2023Ronald Blue Trust Inc.2,717$46K0.0%+57.0%0.021%
8/16/2023Glovista Investments LLC65,202$1.25M0.7%-1.0%0.507%
8/14/2023Mount Lucas Management LP46,504$892K0.3%+9.6%0.362%
8/11/2023Robertson Stephens Wealth Management LLC348,761$6.69M0.5%+25.1%2.714%
8/9/2023Rock Creek Group LP974,637$18.69M2.7%-56.6%7.585%
8/8/2023Rhumbline Advisers258,770$4.96M0.0%N/A2.014%
8/4/2023Banco Bilbao Vizcaya Argentaria S.A.32,209$618K0.0%-27.1%0.274%
7/31/2023LPL Financial LLC45,967$882K0.0%+9.9%0.391%
7/25/2023Financial & Tax Architects LLC52,382$1.01M0.3%N/A0.446%
7/17/2023Donald L. Hagan LLC11,054$212K0.1%N/A0.094%
7/17/2023Teamwork Financial Advisors LLC53,262$1.02M0.2%N/A0.453%
7/14/2023Ronald Blue Trust Inc.1,731$27K0.0%-81.0%0.015%
7/10/2023AE Wealth Management LLC53,281$1.02M0.0%N/A0.453%
5/15/2023DC Investments Management LLC76,687$1.19M1.4%+40.1%0.594%
5/12/2023AlphaCentric Advisors LLC8,240$128K0.1%N/A0.064%
5/12/2023Main Management ETF Advisors LLC286,090$4.43M0.4%+49.3%2.218%
5/11/2023Robertson Stephens Wealth Management LLC278,693$4.31M0.3%N/A2.160%
5/10/2023Banco BTG Pactual S.A.12,580$217K0.1%N/A0.098%
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5/9/2023Banco Bilbao Vizcaya Argentaria S.A.44,190$684K0.0%+25.9%0.343%
5/5/2023Bcwm LLC182,534$2.83M0.9%N/A1.415%
4/17/2023Ronald Blue Trust Inc.9,104$141K0.0%+120.5%0.071%
3/6/2023OLD Mission Capital LLC36,627$566K0.0%N/A0.284%
2/15/2023Main Management ETF Advisors LLC191,620$2.96M0.3%N/A1.485%
2/13/2023Glovista Investments LLC102,546$1.59M0.8%+64.8%0.795%
2/13/2023Banco Bilbao Vizcaya Argentaria S.A.35,096$546K0.0%-9.7%0.272%
2/8/2023Shayne & CO. LLC13,608$210K0.1%-9.2%0.105%
2/8/2023UBS Group AG333,494$5.16M0.0%+123.0%2.585%
2/8/2023AMG National Trust Bank63,158$976K0.0%N/A0.490%
2/3/2023U S Global Investors Inc.4,000$62K0.0%N/A0.031%
1/30/2023Sumitomo Mitsui Trust Holdings Inc.46,040$712K0.0%N/A0.357%
1/26/2023GFS Advisors LLC53,300$824K0.2%N/A0.413%
1/17/2023Ronald Blue Trust Inc.4,128$44K0.0%+292.0%0.032%
10/21/2022Shayne & CO. LLC14,990$161K0.1%-21.7%0.111%
8/16/2022Glovista Investments LLC62,632$908K0.4%-30.5%0.583%
8/12/2022Korea Investment CORP119,474$1.75M0.0%+307.8%1.111%
8/8/2022Banco Bilbao Vizcaya Argentaria S.A.47,682$697K0.0%-11.2%0.444%
8/5/2022OLD Mission Capital LLC22,348$327K0.0%N/A0.208%
5/16/2022Glovista Investments LLC90,112$1.74M0.5%-23.5%0.777%
5/16/2022Astor Investment Management LLC6,243$118K0.0%-35.3%0.054%
5/12/2022Banco Bilbao Vizcaya Argentaria S.A.53,722$1.02M0.0%-33.8%0.463%
5/10/2022Marks Group Wealth Management Inc14,709$279K0.0%-35.7%0.127%
5/9/2022Sepio Capital LP178,896$3.40M0.3%+166.0%1.542%
5/6/2022U S Global Investors Inc.12,000$228K0.0%+100.0%0.102%
5/4/2022Prospera Financial Services Inc1,600$30K0.0%N/A0.014%
4/28/2022GHP Investment Advisors Inc.5,380$102K0.0%N/A0.045%
3/3/2022Marks Group Wealth Management Inc22,890$482K0.1%-63.6%0.188%
2/16/2022State of Tennessee Treasury Department1,762,236$37.11M0.1%+8.5%15.126%
2/14/2022LPL Financial LLC832,192$17.53M0.0%+81.1%7.143%
2/11/2022Equitable Holdings Inc.8,800$185K0.0%-26.7%0.076%
2/10/2022Glovista Investments LLC117,782$2.50M0.7%N/A1.011%
2/8/2022Raymond James Financial Services Advisors Inc.13,128$276K0.0%-8.4%0.113%
2/8/2022U S Global Investors Inc.6,000$126K0.0%N/A0.052%
2/8/2022Bank of America Corp DE408,564$8.60M0.0%+47.2%3.507%
2/7/2022SG Americas Securities LLC14,368$303K0.0%N/A0.123%
1/28/2022Accuvest Global Advisors29,717$626K0.3%-62.6%0.229%
1/26/2022NewSquare Capital LLC55,266$1.16M0.1%N/A0.416%
1/25/2022Sepio Capital LP67,260$1.42M0.1%-63.1%0.506%
1/20/2022Astor Investment Management LLC9,655$203K0.0%-29.7%0.075%
1/19/2022 Juncture Wealth Strategies LLC157,368$3.31M1.6%N/A1.225%
12/14/2021UBS Asset Management Americas Inc.54,868$1.20M0.0%-20.9%0.430%
12/8/2021Moors & Cabot Inc.214,000$217K0.0%N/A1.678%
11/16/2021Jane Street Group LLC749,585$16.43M0.0%-49.7%5.432%
11/16/2021LPL Financial LLC459,529$10.07M0.0%+1.7%3.354%
11/15/2021Royal Bank of Canada79,225$1.74M0.0%+52.0%0.578%
11/12/2021OLD Mission Capital LLC12,551$275K0.0%-73.9%0.092%
11/12/2021Banco Bilbao Vizcaya Argentaria S.A.111,344$2.45M0.0%+45.0%0.819%
11/9/2021BlackRock Inc.484,704$10.62M0.0%-24.4%3.577%
11/5/2021Moors & Cabot Inc.214,000$217K0.0%N/A1.579%
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11/3/2021Accuvest Global Advisors79,513$1.74M0.8%+9.5%0.593%
11/3/2021Sepio Capital LP182,147$3.99M0.3%N/A1.359%
10/20/2021Astor Investment Management LLC13,725$300K0.1%-25.1%0.117%
10/12/2021Koshinski Asset Management Inc.1,394$31K0.0%N/A0.013%
9/3/2021Parametric Portfolio Associates LLC119,638$2.57M0.0%+81.5%0.973%
8/17/2021Accuvest Global Advisors72,642$1.56M0.8%-7.7%0.591%
8/16/2021Bank of America Corp DE278,838$5.99M0.0%+1.8%2.267%
8/16/2021UBS Asset Management Americas Inc.69,339$1.49M0.0%-8.2%0.564%
8/16/2021Royal Bank of Canada52,112$1.12M0.0%+34.2%0.424%
8/16/2021Morgan Stanley181,225$3.89M0.0%+12.2%1.473%
(Data available from 1/1/2016 forward)

EPOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPOL shares?

During the previous two years, 41 institutional investors and hedge funds held shares of iShares MSCI Poland ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($29.07M), Robertson Stephens Wealth Management LLC ($6.69M), Main Management ETF Advisors LLC ($4.43M), Rhumbline Advisers ($3.92M), Sepio Capital LP ($3.22M), Trium Capital LLP ($3.00M), and UBS Group AG ($2.97M).Learn more on EPOL's institutional investors.

Which institutional investors have been buying iShares MSCI Poland ETF stock?

Of the 36 institutional investors that purchased iShares MSCI Poland ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.23M), Robertson Stephens Wealth Management LLC ($348.76K), Main Management ETF Advisors LLC ($286.09K), Rhumbline Advisers ($258.77K), Sepio Capital LP ($253.56K), UBS Group AG ($190.24K), and Bcwm LLC ($182.53K).

How much institutional buying is happening at iShares MSCI Poland ETF?

Institutional investors have bought a total of 3,907,540 shares in the last 24 months. This purchase volume represents approximately $75.61M in transactions.

Which iShares MSCI Poland ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold iShares MSCI Poland ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rock Creek Group LP ($2.25M), Glovista Investments LLC ($82.36K), Banco Bilbao Vizcaya Argentaria S.A. ($49.15K), GFS Advisors LLC ($33.30K), Rhumbline Advisers ($29.80K), Marks Group Wealth Management Inc ($8.18K), and Ronald Blue Trust Inc. ($7.37K).

How much institutional selling is happening at iShares MSCI Poland ETF?

Institutional investors have sold a total of 2,472,380 shares in the last 24 months. This volume of shares sold represents approximately $45.65M in transactions.


This page (NYSEARCA:EPOL) was last updated on 4/23/2024 by MarketBeat.com Staff

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