iShares MSCI Peru and GlobalEPUETF
13F holders, Q1 2025 (March 31)34holders
5new positions
4sold out
1famous investor
$43.89avg. 13F price*
At the end of Q1 2025, 34 institutions reported holding iShares MSCI Peru and Global (EPU) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Bank of Nova Scotia ($59.3M), UBS Group AG ($7.5M) and Morgan Stanley ($5.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $61.1M |
| Exits | 4 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,502,641 shares bought and 101,737 shares sold, net +1,400,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Bank of Nova Scotia | 0.13% | New | 1,351,771 | $59.3M |
| UBS Group AG | 0.00% | Add +21.9% | 169,936 | $7.5M |
| Morgan Stanley | 0.00% | Reduce -6.4% | 115,374 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +59.5% | 81,944 | $3.6M |
| CoreCap Advisors, LLC | 0.13% | Add +8.7% | 68,985 | $3.0M |
| Nilsine Partners, LLC | 0.26% | Add +28.7% | 53,284 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -23.8% | 42,816 | $1.9M |
| Korea Investment CORP | 0.00% | No change | 39,018 | $1.7M |
| NewSquare Capital LLC | 0.11% | Reduce -11.3% | 29,470 | $1.3M |
| Bank of America Corp. | 0.00% | Add +423.6% | 27,438 | $1.2M |
| Natixis | 0.01% | Reduce -17.0% | 22,839 | $999K |
| Mount Lucas Management LP | 0.44% | Add +0.3% | 21,500 | $944K |
| Raymond James Financial Inc. | 0.00% | New | 16,879 | $741K |
| Jane Street Group, LLC | 0.00% | New | 15,141 | $665K |
| Texas Yale Capital Corp. | 0.03% | No change | 13,990 | $614K |
| Man Group plc | 0.00% | Add +7.1% | 12,066 | $530K |
| Scotia Capital Inc. | 0.00% | Add +21.7% | 11,348 | $498K |
| Contravisory Investment Management, Inc. | 0.10% | Add +3.8% | 10,477 | $460K |
| Legacy Capital Group California, Inc. | 0.16% | Add +3.9% | 10,372 | $455K |
| Citadel Advisors | 0.00% | Reduce -52.8% | 9,842 | $432K |
| Old Mission Capital LLC | 0.01% | Reduce -37.3% | 8,285 | $364K |
| Royal Bank of Canada | 0.00% | Add +1821.4% | 7,628 | $334K |
| Sigma Planning Corp | 0.01% | New | 5,976 | $262K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -25.7% | 5,612 | $246K |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.3% | 5,546 | $243K |
| Advisors Preferred, LLC | 0.01% | New | 1,229 | $55K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,069 | $47K |
| BlackRock, Inc. | 0.00% | Reduce -42.3% | 214 | $9K |
| Fairtree Asset Management (Pty) Ltd | 0.00% | No change | 100 | $4K |
| 4Thought Financial Group Inc. | 0.00% | No change | 40 | $2K |
| Blair William & Co. | 0.00% | No change | 28 | $1K |
| Qube Research & Technologies Ltd | 0.00% | No change | 23 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $169 |
| 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.