iShares MSCI Peru and Global Exposure ETF
EPU
34 hedge funds and large institutions have $94.8M invested in iShares MSCI Peru and Global Exposure ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
214% more capital invested
Capital invested by funds: $30.2M → $94.8M (+$64.6M)
27.33% more ownership
Funds ownership: 42.36% → 69.69% (+27%)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0% more funds holding
Funds holding: 34 → 34 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$56.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$924K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
-$848K |
| 2 |
Mariner
Overland Park,
Kansas
|
-$640K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$556K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$555K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
26
Advisors Preferred
Rockville,
Maryland
| $54.8K | +$51.2K | +1,229 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $46.9K | – | – | – |
|
28
BlackRock
New York
| $9.39K | -$6.54K | -157 | -42% |
|
|
FAM
29
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $4.39K | – | – | – |
|
|
4FG
30
4Thought Financial Group
Syosset,
New York
| $1.74K | – | – | – |
|
31
William Blair & Company
Chicago,
Illinois
| $1.23K | – | – | – |
|
32
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1.01K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $169 | – | – | – |
|
|
PS
34
Principal Securities
Des Moines,
Iowa
| $79 | – | – | – |
|
|
DC
35
Davenport & Co
Richmond,
Virginia
| – | -$848K | -21,420 | Closed |
|
|
36
Mariner
Overland Park,
Kansas
| – | -$640K | -16,167 | Closed |
|
|
HH
37
Hilltop Holdings
Dallas,
Texas
| – | -$555K | -14,000 | Closed |
|
38
US Bancorp
Minneapolis,
Minnesota
| – | -$19.1K | -481 | Closed |
|
EPU Hedge Fund Activity: Q1 2025 in Review
34 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q1 2025, worth a combined $94.8M — up 214% from $30.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EPU positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $56.3M. The largest seller was Davenport & Co, exiting entirely with an estimated $848K sold.
- 34 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $94.8M of iShares MSCI Peru and Global Exposure ETF stock for Q1 2025, up 214% quarter-over-quarter.
- 5 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q1 2025 was Bank of Nova Scotia, an estimated $56.3M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q1 2025 was Davenport & Co, an estimated $848K sold.
Based on aggregated 13F filings for Q1 2025.