iShares MSCI Peru and Global Exposure ETF
EPU
53 hedge funds and large institutions have $164M invested in iShares MSCI Peru and Global Exposure ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
26% more funds holding
Funds holding: 42 → 53 (+11)
21% more capital invested
Capital invested by funds: $136M → $164M (+$28M)
10.6% less ownership
Funds ownership: 70.34% → 59.74% (-11%)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $257K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.02M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$910K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$848K |
| 5 |
SG
StoneX Group
New York
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.35M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$812K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$637K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
William Blair & Company
Chicago,
Illinois
| $2.03K | – | – | – |
|
|
KFAS
52
Keating Financial Advisory Services
Manhattan,
Kansas
| $1.52K | +$1.36K | +21 | New |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| $1.3K | +$1.16K | +18 | New |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$1.35M | -22,032 | Closed |
|
55
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$231K | -3,570 | Closed |
|
|
PS
56
Principal Securities
Des Moines,
Iowa
| – | -$62 | -1 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$62 | -1 | Closed |
|
EPU Hedge Fund Activity: Q4 2025 in Review
53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q4 2025, worth a combined $164M — up 21% from $136M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EPU positions and 4 closed out — a net gain of 11 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.11M. The largest seller was LPL Financial, cutting an estimated $1.56M.
- 53 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q4 2025, up from 42 in Q3 2025.
- Funds reported $164M of iShares MSCI Peru and Global Exposure ETF stock for Q4 2025, up 21% quarter-over-quarter.
- 15 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q4 2025 and 4 closed out, a net change of +11 holders.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q4 2025 was Morgan Stanley, an estimated $2.11M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q4 2025 was LPL Financial, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2025.