We are live on ! Find out more
EPU icon

iShares MSCI Peru and Global Exposure ETF

34 hedge funds and large institutions have $30.2M invested in iShares MSCI Peru and Global Exposure ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 3234 (+2)

6.82% less ownership

Funds ownership: 49.18%42.36% (-6.8%)

25% less capital invested

Capital invested by funds: $40.4M → $30.2M (-$10.2M)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.52M +$23.8K +555 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$4.88M +$233K +5,415 +5%
CA
3
CoreCap Advisors
Michigan
$2.51M +$225K +5,238 +9%
Wells Fargo
4
Wells Fargo
California
$2.23M -$39.5K -920 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.03M +$329K +7,656 +18%
NP
6
Nilsine Partners
Colorado
$1.64M +$241K +5,604 +16%
Korea Investment Corp
7
Korea Investment Corp
South Korea
$1.55M
NC
8
NewSquare Capital
Pennsylvania
$1.32M +$48.4K +1,126 +4%
N
9
Natixis
France
$1.08M +$1.18M +27,502 New
MLM
10
Mount Lucas Management
Pennsylvania
$849K +$18.9K +440 +2%
DC
11
Davenport & Co
Virginia
$848K -$5.16K -120 -0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$826K +$258K +6,000 +40%
Mariner
13
Mariner
Kansas
$640K +$694K +16,167 New
HH
14
Hilltop Holdings
Texas
$555K +$601K +14,000 New
TYCC
15
Texas Yale Capital Corp
Florida
$554K
OMC
16
Old Mission Capital
Illinois
$523K +$567K +13,207 New
Man Group
17
Man Group
United Kingdom
$446K -$511K -11,897 -51%
CIM
18
Contravisory Investment Management
Massachusetts
$400K +$433K +10,091 New
LCGC
19
Legacy Capital Group California
California
$396K +$429K +9,986 New
SC
20
Scotia Capital
Ontario, Canada
$369K +$17.7K +411 +5%
SA
21
Sanctuary Advisors
Indiana
$309K -$825K -19,204 -72%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$298K -$25.3K -588 -7%
Bank of America
23
Bank of America
North Carolina
$208K -$928K -21,607 -80%
AA
24
AlphaCentric Advisors
Puerto Rico
$124K +$3.27K +76 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$42.4K +$44.4K +1,034 +2,954%

EPU Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q4 2024, worth a combined $30.2M — down 25% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EPU positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Natixis, opening a new position worth an estimated $1.18M. The largest seller was Jane Street, exiting entirely with an estimated $7.36M sold.

  • 34 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $30.2M of iShares MSCI Peru and Global Exposure ETF stock for Q4 2024, down 25% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q4 2024 and 6 closed out, a net change of +3 holders.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q4 2024 was Natixis, an estimated $1.18M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q4 2024 was Jane Street, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2024.