iShares MSCI Peru and GlobalEPUETF
13F holders, Q4 2024 (December 31)34holders +2
8new positions
6sold out
1famous investor
$39.62avg. 13F price*
At the end of Q4 2024, 34 institutions reported holding iShares MSCI Peru and Global (EPU) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 6 sold out. The largest holders were UBS Group AG ($5.5M), Morgan Stanley ($4.9M) and CoreCap Advisors, LLC ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Peru and Global
- CUSIP
- 464289842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 6 | $10.3M |
All 13F filers, Q3 2024 → Q4 2024: 124,908 shares bought and 292,006 shares sold, net −167,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| UBS Group AG | 0.00% | Add +0.4% | 139,351 | $5.5M |
| Morgan Stanley | 0.00% | Add +4.6% | 123,278 | $4.9M |
| CoreCap Advisors, LLC | 0.11% | Add +9.0% | 63,474 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 56,174 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +17.5% | 51,363 | $2.0M |
| Nilsine Partners, LLC | 0.18% | Add +15.7% | 41,398 | $1.6M |
| Korea Investment CORP | 0.00% | No change | 39,018 | $1.5M |
| NewSquare Capital LLC | 0.11% | Add +3.5% | 33,205 | $1.3M |
| Natixis | 0.01% | New | 27,502 | $1.1M |
| Mount Lucas Management LP | 0.30% | Add +2.1% | 21,439 | $849K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 21,420 | $848K |
| Citadel Advisors | 0.00% | Add +40.4% | 20,856 | $826K |
| Mariner, LLC | 0.00% | New | 16,167 | $640K |
| Hilltop Holdings Inc. | 0.04% | New | 14,000 | $555K |
| Texas Yale Capital Corp. | 0.02% | No change | 13,990 | $554K |
| Old Mission Capital LLC | 0.01% | New | 13,207 | $523K |
| Man Group plc | 0.00% | Reduce -51.4% | 11,268 | $446K |
| Contravisory Investment Management, Inc. | 0.09% | New | 10,091 | $400K |
| Legacy Capital Group California, Inc. | 0.12% | New | 9,986 | $396K |
| Scotia Capital Inc. | 0.00% | Add +4.6% | 9,326 | $369K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -71.8% | 7,549 | $309K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.3% | 7,525 | $298K |
| Bank of America Corp. | 0.00% | Reduce -80.5% | 5,240 | $208K |
| AlphaCentric Advisors LLC | 0.12% | Add +2.5% | 3,136 | $124K |
| Osaic Holdings, Inc. | 0.00% | Add +2954.3% | 1,069 | $42K |
| US Bancorp \de | 0.00% | No change | 481 | $19K |
| Royal Bank of Canada | 0.00% | No change | 397 | $16K |
| BlackRock, Inc. | 0.00% | New | 371 | $15K |
| Fairtree Asset Management (Pty) Ltd | 0.00% | — | 100 | $4K |
| 4Thought Financial Group Inc. | 0.00% | Add +2.6% | 40 | $2K |
| Blair William & Co. | 0.00% | New | 28 | $1K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.0% | 23 | $911 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $158 |
| Principal Securities, Inc. | 0.00% | No change | 2 | $79 |
"% of holder's portfolio" is EPU's weight in each manager's 13F, not the share of iShares MSCI Peru and Global the manager owns.