iShares MSCI Peru and GlobalEPUETF
13F holders, Q2 2025 (June 30)39holders +5
8new positions
3sold out
$48.59avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding iShares MSCI Peru and Global (EPU) in their 13F filings, up 5 from Q1 2025. 8 opened new positions and 3 sold out. The largest holders were Bank of Nova Scotia ($65.7M), UBS Group AG ($6.5M) and Morgan Stanley ($6.1M).
- Company
- iShares MSCI Peru and Global
- CUSIP
- 464289842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.7M |
| Exits | 3 | $442K |
All 13F filers, Q1 2025 → Q2 2025: 181,945 shares bought and 190,430 shares sold, net −8,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Bank of Nova Scotia | 0.14% | No change | 1,351,771 | $65.7M |
| UBS Group AG | 0.00% | Reduce -21.0% | 134,309 | $6.5M |
| Morgan Stanley | 0.00% | Add +9.2% | 125,945 | $6.1M |
| Nilsine Partners, LLC | 0.27% | Add +2.2% | 54,468 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +251.2% | 53,177 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +20.9% | 51,745 | $2.5M |
| Korea Investment CORP | 0.00% | No change | 39,018 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.5% | 35,635 | $1.7M |
| Natixis | 0.01% | Add +51.5% | 34,604 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +92.9% | 32,553 | $1.6M |
| NewSquare Capital LLC | 0.11% | Reduce -1.2% | 29,119 | $1.4M |
| Fifth Third Securities, Inc. | 0.11% | New | 28,974 | $1.4M |
| Man Group plc | 0.00% | Add +102.2% | 24,394 | $1.2M |
| Mount Lucas Management LP | 0.44% | Reduce -12.1% | 18,901 | $918K |
| Flow Traders U.S. LLC | 0.03% | New | 17,643 | $857K |
| City of London Investment Management Co. Ltd. | 0.06% | New | 14,000 | $680K |
| Texas Yale Capital Corp. | 0.02% | No change | 13,990 | $680K |
| Scotia Capital Inc. | 0.00% | No change | 11,348 | $551K |
| Contravisory Investment Management, Inc. | 0.11% | Add +5.3% | 11,030 | $536K |
| Legacy Capital Group California, Inc. | 0.15% | Add +5.3% | 10,925 | $531K |
| Sigma Planning Corp | 0.01% | Add +30.4% | 7,790 | $379K |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 7,432 | $361K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.3% | 7,198 | $350K |
| Barometer Capital Management Inc. | 0.09% | New | 6,500 | $316K |
| Bank of New York Mellon Corp | 0.00% | Add +12.8% | 6,256 | $304K |
| Old Mission Capital LLC | 0.01% | Reduce -42.1% | 4,800 | $233K |
| Bank of America Corp. | 0.00% | Reduce -82.6% | 4,782 | $232K |
| Napa Wealth Management | 0.11% | New | 4,633 | $225K |
| Osaic Holdings, Inc. | 0.00% | Add +266.7% | 3,920 | $190K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 3,570 | $174K |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.7% | 889 | $43K |
| Advisors Preferred, LLC | 0.00% | Reduce -83.9% | 198 | $10K |
| Fairtree Asset Management (Pty) Ltd | 0.00% | No change | 100 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 48 | $2K |
| 4Thought Financial Group Inc. | 0.00% | No change | 40 | $2K |
| Blair William & Co. | 0.00% | No change | 28 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 21 | $996 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +50.0% | 6 | $292 |
| Principal Securities, Inc. | 0.00% | Reduce -50.0% | 1 | $49 |
"% 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.