Go Pro

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

iShares MSCI Peru and Global Exposure ETF logo
$92.65 +0.15 (+0.16%)
As of 03:22 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)
$3.29M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$444.71K
Get EPU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI Peru and Global Exposure ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/23/2026 Nilsine Partners LLC116,240$9.71M0.7%+2.2%1.860%
5/5/2026 Bank of New York Mellon Corp5,604$452K0.0%+3.8%0.089%
5/4/2026 Innealta Capital LLC20,753$1.68M1.0%+233.9%0.329%
4/20/2026 Trust Co. of Oklahoma7,065$570K0.2%N/A0.112%
2/17/2026 Advisory Services Network LLC10,035$726K0.0%+263.3%0.163%
1/30/2026 Innealta 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%
11/17/2025 City of London Investment Management Co. Ltd.20,600$1.27M0.1%+47.1%0.528%
11/13/2025 Barometer Capital Management Inc.4,700$289K0.1%-27.7%0.121%
11/10/2025 Mount Lucas Management LP17,096$1.05M0.4%-9.5%0.438%
11/3/2025 Innealta 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%
8/13/2025 Flow Traders U.S. LLC17,643$857K0.0%N/A0.569%
8/11/2025 Mount Lucas Management LP18,901$918K0.4%-12.1%0.610%
8/8/2025 City of London Investment Management Co. Ltd.14,000$680K0.1%N/A0.452%
8/5/2025 NewSquare 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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
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%


EPU Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of iShares MSCI Peru and Global Exposure ETF. The most heavily invested institutionals were Nilsine Partners LLC ($9.71M), 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), and Flow Traders U.S. LLC ($857K).Learn more on iShares MSCI Peru and Global Exposure ETF's institutional investors.

Of the 12 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 44,441 shares in the last 24 months. This purchase volume represents approximately $3.29M 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. ($2.83K), Mount Lucas Management LP ($1.81K), Barometer Capital Management Inc. ($1.80K), and CoreCap Advisors LLC ($345.00).

Institutional investors have sold a total of 6,781 shares in the last 24 months. This volume of shares sold represents approximately $444.71K in transactions.



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 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners