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

iShares MSCI Peru and Global Exposure ETF logo
$90.28 -0.42 (-0.46%)
Closing price 04:10 PM Eastern
Extended Trading
$90.20 -0.08 (-0.09%)
As of 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI Peru and Global Exposure ETF (NYSEARCA:EPU)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$32.59M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$502.64K
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EPU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/17/2026Wellington Altus USA Inc.1,336$112K0.1%-40.3%0.022%
9/9/2026Cahill Financial Advisors Inc.38,610$3.22M0.3%N/A0.618%
9/9/2026One Capital Management LLC298,787$24.95M0.6%N/A4.781%
9/9/2026NewEdge Advisors LLC13,536$1.13M0.0%N/A0.217%
8/23/2026Nilsine Partners LLC116,240$9.71M0.7%+2.2%1.860%
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%
4/20/2026Trust 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%
1/23/2026Fifth 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%
10/22/2025CoreCap Advisors LLC544$33K0.0%-38.8%0.014%
10/10/2025Fifth 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%
7/17/2025Fifth 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%
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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%
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%


EPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of iShares MSCI Peru and Global Exposure ETF. The most heavily invested institutionals were One Capital Management LLC ($24.95M), Nilsine Partners LLC ($9.71M), Cahill Financial Advisors Inc. ($3.22M), Fifth Third Securities Inc. ($1.89M), Innealta Capital LLC ($1.68M), NewSquare Capital LLC ($1.42M), and City of London Investment Management Co. Ltd. ($1.27M).Learn more on iShares MSCI Peru and Global Exposure ETF's institutional investors.

Of the 15 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: One Capital Management LLC ($298.79K), Cahill Financial Advisors Inc. ($38.61K), 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), and NewEdge Advisors LLC ($13.54K).

Institutional investors have bought a total of 395,374 shares in the last 24 months. This purchase volume represents approximately $32.59M in transactions.

The following institutional investors have sold iShares MSCI Peru and Global Exposure ETF stock in the last 24 months: Fifth Third Securities Inc. ($2.55K), Mount Lucas Management LP ($1.81K), Barometer Capital Management Inc. ($1.80K), Wellington Altus USA Inc. ($900.00), and CoreCap Advisors LLC ($345.00).

Institutional investors have sold a total of 7,401 shares in the last 24 months. This volume of shares sold represents approximately $502.64K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EPU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/17/2026. New 13F filings are added each quarter as they're published.
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