iShares MSCI Peru and GlobalEPUETF
13F holders, Q3 2025 (September 30)42holders +3
9new positions
6sold out
1famous investor
$61.47avg. 13F price*
At the end of Q3 2025, 42 institutions reported holding iShares MSCI Peru and Global (EPU) in their 13F filings, up 3 from Q2 2025. 9 opened new positions and 6 sold out. The largest holders were Bank of Nova Scotia ($83.1M), Morgan Stanley ($10.7M) and UBS Group AG ($8.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.9M |
| Exits | 6 | $5.4M |
All 13F filers, Q2 2025 → Q3 2025: 206,693 shares bought and 142,738 shares sold, net +63,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Bank of Nova Scotia | 0.15% | No change | 1,351,771 | $83.1M |
| Morgan Stanley | 0.00% | Add +37.6% | 173,260 | $10.7M |
| UBS Group AG | 0.00% | Reduce -1.9% | 131,817 | $8.1M |
| Nilsine Partners, LLC | 0.30% | Reduce -0.7% | 54,064 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 53,176 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +23.0% | 40,045 | $2.5M |
| Korea Investment CORP | 0.00% | No change | 39,018 | $2.4M |
| LPL Financial LLC | 0.00% | New | 33,434 | $2.1M |
| NewSquare Capital LLC | 0.14% | Add +11.3% | 32,419 | $2.0M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -1.0% | 28,694 | $1.8M |
| Citadel Advisors | 0.00% | New | 22,032 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | New | 21,650 | $1.3M |
| City of London Investment Management Co. Ltd. | 0.09% | Add +47.1% | 20,600 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +184.2% | 20,459 | $1.3M |
| Man Group plc | 0.00% | Reduce -19.4% | 19,655 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 18,123 | $1.1M |
| Mount Lucas Management LP | 0.47% | Reduce -9.6% | 17,096 | $1.1M |
| Natixis | 0.01% | Reduce -50.6% | 17,086 | $1.0M |
| Texas Yale Capital Corp. | 0.03% | No change | 13,990 | $860K |
| Osaic Holdings, Inc. | 0.00% | Add +262.4% | 14,206 | $824K |
| Contravisory Investment Management, Inc. | 0.14% | Add +5.8% | 11,669 | $718K |
| Legacy Capital Group California, Inc. | 0.18% | Add +5.8% | 11,564 | $711K |
| Scotia Capital Inc. | 0.00% | Add +0.8% | 11,443 | $704K |
| Royal Bank of Canada | 0.00% | Add +23.4% | 9,169 | $564K |
| Sigma Planning Corp | 0.01% | Add +6.5% | 8,295 | $510K |
| Innealta Capital, LLC | 0.18% | New | 5,767 | $355K |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.2% | 5,683 | $349K |
| Bank of America Corp. | 0.00% | Add +14.0% | 5,450 | $335K |
| HighTower Advisors, LLC | 0.00% | New | 4,991 | $307K |
| Barometer Capital Management Inc. | 0.07% | Reduce -27.7% | 4,700 | $289K |
| KKM Financial LLC | 0.08% | New | 3,933 | $242K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,570 | $216K |
| Old Mission Capital LLC | 0.01% | Reduce -30.6% | 3,330 | $205K |
| Advisory Services Network, LLC | 0.00% | New | 2,762 | $170K |
| CoreCap Advisors, LLC | 0.00% | Reduce -38.8% | 544 | $33K |
| Fairtree Asset Management (Pty) Ltd | 0.00% | No change | 100 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 48 | $3K |
| 4Thought Financial Group Inc. | 0.00% | Add +2.5% | 41 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | New | 32 | $2K |
| Blair William & Co. | 0.00% | No change | 28 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 1 | $62 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.3% | 1 | $62 |
"% 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.