iShares MSCI Peru and GlobalEPUETF
13F holders, Q4 2025 (December 31)54holders +12
13new positions
3sold out
$72.35avg. 13F price*
At the end of Q4 2025, 54 institutions reported holding iShares MSCI Peru and Global (EPU) in their 13F filings, up 12 from Q3 2025. 13 opened new positions and 3 sold out. The largest holders were Bank of Nova Scotia ($97.8M), Morgan Stanley ($14.9M) and UBS Group AG ($10.7M).
- Company
- iShares MSCI Peru and Global
- CUSIP
- 464289842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.7M |
| Exits | 3 | $1.4M |
All 13F filers, Q3 2025 → Q4 2025: 142,803 shares bought and 87,050 shares sold, net +55,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Bank of Nova Scotia | 0.15% | No change | 1,351,771 | $97.8M |
| Morgan Stanley | 0.00% | Add +18.8% | 205,908 | $14.9M |
| UBS Group AG | 0.00% | Add +12.0% | 147,578 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 55,137 | $4.0M |
| Nilsine Partners, LLC | 0.34% | Reduce -1.1% | 53,464 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +18.5% | 47,447 | $3.4M |
| Korea Investment CORP | 0.01% | No change | 39,018 | $2.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -8.9% | 26,143 | $1.9M |
| Natixis | 0.01% | Add +40.6% | 24,020 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.9% | 21,235 | $1.5M |
| NewSquare Capital LLC | 0.13% | Reduce -38.7% | 19,865 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.1% | 19,830 | $1.4M |
| Man Group plc | 0.00% | No change | 19,655 | $1.4M |
| City of London Investment Management Co. Ltd. | 0.09% | Reduce -22.3% | 16,000 | $1.2M |
| Mount Lucas Management LP | 0.48% | Reduce -12.9% | 14,883 | $1.1M |
| Whitebox Advisors LLC | 0.06% | New | 14,063 | $1.0M |
| Texas Yale Capital Corp. | 0.03% | No change | 13,990 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | New | 13,105 | $948K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 12,162 | $880K |
| Scotia Capital Inc. | 0.00% | Add +0.7% | 11,528 | $834K |
| StoneX Group Inc. | 0.04% | New | 11,204 | $811K |
| Contravisory Investment Management, Inc. | 0.16% | Reduce -5.0% | 11,084 | $802K |
| Legacy Capital Group California, Inc. | 0.19% | Reduce -5.1% | 10,979 | $794K |
| Advisory Services Network, LLC | 0.01% | Add +263.3% | 10,035 | $726K |
| Banco BTG Pactual S.A. | 0.13% | New | 10,000 | $724K |
| LPL Financial LLC | 0.00% | Reduce -72.0% | 9,352 | $677K |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 8,857 | $641K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.4% | 8,269 | $598K |
| Susquehanna International Group, LLP | 0.00% | New | 7,312 | $529K |
| Innealta Capital, LLC | 0.24% | Add +7.8% | 6,215 | $450K |
| Old Mission Capital LLC | 0.02% | Add +82.7% | 6,083 | $440K |
| Barometer Capital Management Inc. | 0.11% | Add +34.0% | 6,300 | $438K |
| Arrow Investment Advisors, LLC | 0.45% | New | 5,598 | $405K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 5,397 | $391K |
| Sigma Planning Corp | 0.01% | Reduce -36.3% | 5,282 | $382K |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 5,164 | $374K |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 4,846 | $351K |
| KKM Financial LLC | 0.05% | Add +3.3% | 4,063 | $294K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.5% | 3,552 | $257K |
| Focus Partners Wealth | 0.00% | New | 2,907 | $210K |
| AlphaCentric Advisors LLC | 0.16% | — | 2,282 | $165K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.3% | 526 | $38K |
| JPMorgan Chase & Co. | 0.00% | Add +893.8% | 477 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 458 | $33K |
| BlackRock, Inc. | 0.00% | New | 209 | $15K |
| Triumph Capital Management | 0.00% | New | 157 | $11K |
| Advisors Preferred, LLC | 0.00% | New | 88 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 87 | $6K |
| Fairtree Asset Management (Pty) Ltd | 0.00% | Reduce -42.0% | 58 | $4K |
| 4Thought Financial Group Inc. | 0.00% | Reduce -24.4% | 31 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.1% | 31 | $2K |
| Blair William & Co. | 0.00% | No change | 28 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 21 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 18 | $1K |
"% 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.