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iShares MSCI Peru and Global Exposure ETF (EPU) Institutional Ownership

iShares MSCI Peru and Global Exposure ETF logo
$85.50 -0.18 (-0.21%)
As of 07/24/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI Peru and Global Exposure ETF (NYSEARCA:EPU)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.62M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$588.05K
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EPU Institutional Buying and Selling by Quarter

iShares MSCI Peru and Global Exposure ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp5,604$452K0.0%+3.8%0.089%
5/4/2026Innealta Capital LLC20,753$1.68M1.0%+233.9%0.329%
4/20/2026 Trust Co. of Oklahoma7,065$570K0.2%N/A0.112%
2/17/2026Advisory Services Network LLC10,035$726K0.0%+263.3%0.163%
1/30/2026Innealta Capital LLC6,215$450K0.2%+7.8%0.106%
1/23/2026 Fifth Third Securities Inc.26,143$1.89M0.1%-8.9%0.630%
11/17/2025City of London Investment Management Co. Ltd.20,600$1.27M0.1%+47.1%0.528%
11/13/2025Barometer Capital Management Inc.4,700$289K0.1%-27.7%0.121%
11/10/2025Mount Lucas Management LP17,096$1.05M0.4%-9.5%0.438%
11/3/2025Innealta Capital LLC5,767$355K0.2%N/A0.148%
10/22/2025 CoreCap Advisors LLC544$33K0.0%-38.8%0.014%
10/10/2025 Fifth Third Securities Inc.28,694$1.77M0.1%-1.0%0.832%
8/13/2025Flow Traders U.S. LLC17,643$857K0.0%N/A0.569%
8/11/2025Mount Lucas Management LP18,901$918K0.4%-12.1%0.610%
8/8/2025City of London Investment Management Co. Ltd.14,000$680K0.1%N/A0.452%
8/5/2025NewSquare Capital LLC29,119$1.42M0.1%-1.2%0.939%
7/17/2025 Fifth Third Securities Inc.28,974$1.41M0.1%N/A0.920%
5/15/2025OLD Mission Capital LLC8,285$364K0.0%-37.3%0.267%
5/6/2025Advisors Preferred LLC1,229$55K0.0%N/A0.040%
4/29/2025Bank of New York Mellon Corp5,546$243K0.0%-26.3%0.179%
4/14/2025NewSquare Capital LLC29,470$1.29M0.1%-11.2%0.951%
2/12/2025OLD Mission Capital LLC13,207$523K0.0%N/A0.472%
2/7/2025Mount Lucas Management LP21,439$849K0.3%+2.1%0.766%
2/6/2025NewSquare Capital LLC33,205$1.32M0.1%+3.5%1.186%
2/4/2025Bank of New York Mellon Corp7,525$298K0.0%-7.2%0.269%
11/6/2024Mount Lucas Management LP20,999$907K0.3%+13.1%0.750%
8/6/2024Mount Lucas Management LP18,559$747K0.2%-21.7%0.663%
7/26/2024Bank of New York Mellon Corp6,360$256K0.0%N/A0.227%
7/23/2024NewSquare Capital LLC26,990$1.09M0.1%N/A0.964%
2/7/2024Mount Lucas Management LP24,215$833K0.2%-6.4%0.712%
8/14/2023Mount Lucas Management LP27,357$838K0.3%-3.9%0.805%
8/9/2023Flow Traders U.S. LLC7,083$217K0.0%N/A0.208%
3/6/2023OLD Mission Capital LLC86,838$2.49M0.1%N/A2.144%
2/13/2023Glovista Investments LLC8,119$232K0.1%-37.7%0.200%
2/10/2023CoreCap Advisors LLC2,474$71K0.0%N/A0.061%
2/10/2023Arlington Capital Management Inc.89,781$2.57M2.9%N/A2.217%
2/8/2023AMG National Trust Bank9,547$274K0.0%N/A0.236%
2/7/2023Catalyst Capital Advisors LLC75,220$2.16M0.1%-2.8%1.857%
1/20/2023Millburn Ridgefield Corp75,238$2.16M0.1%-2.8%1.905%
11/8/2022Catalyst Capital Advisors LLC77,364$1.90M0.1%+37.5%1.700%
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11/8/2022StoneX Group Inc.9,789$240K0.1%N/A0.215%
11/3/2022Millburn Ridgefield Corp77,372$1.90M0.1%+37.5%1.700%
8/16/2022Glovista Investments LLC13,033$338K0.1%N/A0.277%
8/12/2022Korea Investment CORP63,091$1.61M0.0%N/A1.342%
8/8/2022Walleye Capital LLC30,995$791K0.0%N/A0.659%
8/5/2022OLD Mission Capital LLC8,762$224K0.0%N/A0.186%
7/19/2022Millburn Ridgefield Corp56,277$1.44M0.1%+48.8%1.223%
7/13/2022Contravisory Investment Management Inc.5,738$146K0.0%N/A0.125%
5/10/2022Catalyst Capital Advisors LLC37,802$1.41M0.1%-13.7%0.813%
5/9/2022Bank of Nova Scotia1,677,893$62.42M0.1%+8.6%36.084%


EPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 institutional investors and hedge funds held shares of iShares MSCI Peru and Global Exposure ETF. The most heavily invested institutionals were Fifth Third Securities Inc. ($1.89M), Innealta Capital LLC ($1.68M), NewSquare Capital LLC ($1.42M), City of London Investment Management Co. Ltd. ($1.27M), Mount Lucas Management LP ($1.05M), Flow Traders U.S. LLC ($857K), and Advisory Services Network LLC ($726K).Learn more on iShares MSCI Peru and Global Exposure ETF's institutional investors.

Of the 11 institutional investors that purchased iShares MSCI Peru and Global Exposure ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fifth Third Securities Inc. ($28.97K), Innealta Capital LLC ($20.75K), City of London Investment Management Co. Ltd. ($20.60K), Flow Traders U.S. LLC ($17.64K), OLD Mission Capital LLC ($13.21K), Advisory Services Network LLC ($7.27K), and Trust Co. of Oklahoma ($7.07K).

Institutional investors have bought a total of 73,541 shares in the last 24 months. This purchase volume represents approximately $4.62M in transactions.

The following institutional investors have sold iShares MSCI Peru and Global Exposure ETF stock in the last 24 months: Mount Lucas Management LP ($4.40K), Fifth Third Securities Inc. ($2.83K), Barometer Capital Management Inc. ($1.80K), NewSquare Capital LLC ($351.00), and CoreCap Advisors LLC ($345.00).

Institutional investors have sold a total of 9,731 shares in the last 24 months. This volume of shares sold represents approximately $588.05K in transactions.



This page (NYSEARCA:EPU) was last updated on 7/25/2026 by MarketBeat.com Staff.
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