ISHARES MSCI PERU AND GLOBAL (EPU) Institutional Ownership Changes & 13F Activity
ISHARES MSCI PERU AND GLOBAL (EPU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Discovery Capital Management, Llc / Ct, Cetera Investment Advisers, Old Mission Capital Llc, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -5,458 | -8.3% | 60,601 | $5.06M | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Sell | -143,569 | -50.3% | 142,125 | $11.87M | Q2 2026 | Aug 14, 2026 |
| Discovery Capital Management, Llc / Ct | Buy | +62,500 | — | 62,500 | $5.22M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +28,321 | — | 28,321 | $2.36M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +12,580 | +483.8% | 15,180 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Whitebox Advisors Llc | Buy | +11,900 | — | 11,900 | $993.65K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -5,895 | -8.0% | 67,543 | $5.64M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -5,781 | -16.6% | 28,999 | $2.42M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +4,646 | +156.4% | 7,616 | $635.94K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,653 | +146.0% | 6,155 | $513.93K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -3,020 | -5.6% | 50,636 | $4.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,592 | +17.1% | 17,765 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Kkm Financial Llc | Sell | -351 | -8.6% | 3,712 | $309.95K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -326 | -4.5% | 6,970 | $582.00K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +13 | — | 13 | $1.10K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -24,358 | -18.0% | 110,674 | $9.24M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -20,187 | -12.7% | 138,390 | $11.56M | Q2 2026 | Aug 13, 2026 |
| Natixis | Sell | -1,142 | -4.9% | 22,308 | $1.86M | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Sell | -282 | -4.0% | 6,846 | $571.64K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +106 | +0.6% | 17,422 | $1.45M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +35,187 | — | 35,187 | $2.94M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +16,405 | +30.2% | 70,776 | $5.91M | Q2 2026 | Aug 12, 2026 |
| Barometer Capital Management Inc. | Buy | +4,600 | — | 4,600 | $384.10K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -361 | -10.6% | 3,037 | $253.60K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +125 | — | 125 | $10.31K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1 | -11.1% | 8 | $668.00 | Q2 2026 | Aug 12, 2026 |
| Blackdiamond Wealth Management, Llc | Buy | +4,116 | — | 4,116 | $373.32K | Q2 2026 | Aug 11, 2026 |
| Scotia Capital Inc. | Buy | +2,531 | +21.7% | 14,209 | $1.19M | Q2 2026 | Aug 11, 2026 |
| Mount Lucas Management Lp | Buy | +1,329 | +11.8% | 12,581 | $1.05M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -11,057 | -48.9% | 11,561 | $965.30K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about EPU activity
Which institutional owners are buying EPU?
Institutional owners buying EPU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EPU activity?
"Buy" means an investor increased their reported position in EPU compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI PERU AND GLOBAL (EPU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EPU increasing?
Institutional interest in EPU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.