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iShares MSCI Peru and Global Exposure ETF
EPU

Overview Fund Activity

54 hedge funds and large institutions have $62.7M invested in iShares MSCI Peru and Global Exposure ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
15
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JGUA
John G. Ullman & Associates
New York
$3.19M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.02M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.07M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$13.9M
5
Morgan Stanley
Morgan Stanley
New York
$5.55M

Top Sellers

1
PL
Parkwood LLC
Ohio
$0
2
JIR
James Investment Research
Ohio
$281K
3
MLM
Mount Lucas Management
Pennsylvania
$232K
4
AGA
Accuvest Global Advisors
Utah
$0
5
NC
NewSquare Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
26
NorthCoast Asset Management
Connecticut
$256K +$256K +6,936 New
CLOS
27
Compagnie Lombard Odier SCmA
Switzerland
$235K – – –
MLM
28
Mount Lucas Management
Pennsylvania
$232K -$2.41M -65,251 -91%
BDS
29
Banco de Sabadell
Florida
$197K – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$167K -$85.2K -2,303 -34%
AG
31
Advisor Group
Arizona
$152K +$57.1K +1,548 +60%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$138K +$30.6K +832 +29%
Bank of America
33
Bank of America
North Carolina
$132K +$73.4K +1,988 +125%
ZIG
34
Zurich Insurance Group
Switzerland
$124K – – –
ACA
35
Atlas Capital Advisors
Wyoming
$115K +$44.7K +1,212 +63%
CIM
36
Contravisory Investment Management
Massachusetts
$107K +$2.07K +56 +2%
IA
37
IFP Advisors
Florida
$107K +$7.97K +216 +8%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$56K -$11.9K -327 -17%
OIA
39
OneDigital Investment Advisors
Kansas
$44K +$11.2K +303 +34%
FHA
40
Flagship Harbor Advisors
Massachusetts
$39K +$663 +18 +2%
EMG
41
ETF Managers Group
New Jersey
$22K +$22K +604 New
RCAG
42
Rehmann Capital Advisory Group
Michigan
$11.4K -$4.91K -133 -30%
SF
43
Synovus Financial
Georgia
$10K – – –
CTC
44
Central Trust Company
Missouri
$10K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$5K +$5K +126 New
CMBA
46
C.M. Bidwell & Associates
Hawaii
$2K – – –
SWP
47
Stratos Wealth Partners
Ohio
$2K +$2K +65 New
Citigroup
48
Citigroup
New York
$1K -$1.51M -37,755 -100%
TFA
49
Transamerica Financial Advisors
Florida
$1K – – –
JCM
50
Jacobi Capital Management
Pennsylvania
$1K – – –
1
2
3