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iShares MSCI Peru and Global Exposure ETF

21 hedge funds and large institutions have $24.6M invested in iShares MSCI Peru and Global Exposure ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2021 (+1)

3% less capital invested

Capital invested by funds: $25.3M → $24.6M (-$695K)

2.94% less ownership

Funds ownership: 25.4%22.46% (-2.9%)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change

EPU Hedge Fund Activity: Q1 2024 in Review

21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q1 2024, worth a combined $24.6M — down 2.7% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EPU positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $3.56M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $4.69M.

  • 21 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q1 2024, up from 20 in Q4 2023.
  • Funds reported $24.6M of iShares MSCI Peru and Global Exposure ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 4 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q1 2024 was UBS Group, an estimated $3.56M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q1 2024 was State of Tennessee, Department of Treasury, an estimated $4.69M sold.

Based on aggregated 13F filings for Q1 2024.