ISHARES MSCI PERU AND GLOBAL (EPU) Top Institutional Shareholders
ISHARES MSCI PERU AND GLOBAL (EPU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $350.40M in EPU holdings during the latest filing period.
Bank Of Nova Scotia is currently the largest disclosed institutional shareholder of EPU tracked by InsiderSet, reporting ownership valued at approximately $234.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $257.91M, representing an estimated gain of +10.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed EPU value among the investors covered in this analysis. Major shareholders include Bank Of Nova Scotia, Jane Street Group, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES MSCI PERU AND GLOBAL (EPU).
This page ranks the largest institutional EPU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$350.40M
Largest Holder
Bank Of Nova Scotia
Largest Position
$234.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of Nova Scotia | 0.41% | 2,901,771 | $234,201,938 | $257,909,406 | +$23,707,468 | +10.12% | |
| Jane Street Group, Llc | 0.02% | 285,694 | $23,058,363 | $25,392,483 | +$2,334,120 | +10.12% | |
| Morgan Stanley | 0.00% | 158,577 | $12,798,894 | $14,094,324 | +$1,295,430 | +10.12% | |
| Ubs Group Ag | 0.00% | 135,032 | $10,898,433 | $12,001,644 | +$1,103,211 | +10.12% | |
| Nilsine Partners, Llc | 0.72% | 113,697 | $9,163,978 | $10,105,389 | +$941,411 | +10.27% | |
| Wells Fargo & Company/Mn | 0.00% | 73,438 | $5,927,188 | $6,527,169 | +$599,981 | +10.12% | |
| Citadel Advisors Llc | 0.00% | 66,059 | $5,331,622 | $5,871,324 | +$539,702 | +10.12% | |
| Advisory Services Network, Llc | 0.06% | 54,371 | $4,388,299 | $4,832,494 | +$444,195 | +10.12% | |
| Raymond James Financial Inc | 0.00% | 53,656 | $4,330,601 | $4,768,945 | +$438,344 | +10.12% | |
| Newsquare Capital Llc | 0.33% | 46,655 | $3,765,525 | $4,146,696 | +$381,171 | +10.12% | |
| Cavalier Investments, Llc | 0.96% | 46,080 | $3,719,117 | $4,095,590 | +$376,473 | +10.12% | |
| Korea Investment Corp | 0.01% | 39,018 | $3,149,143 | $3,467,920 | +$318,777 | +10.12% | |
| Susquehanna International Group, Llp | 0.00% | 34,780 | $2,807,094 | $3,091,246 | +$284,152 | +10.12% | |
| Kapitalo Investimentos Ltda | 0.41% | 27,130 | $2,189,662 | $2,411,314 | +$221,652 | +10.12% | |
| Natixis | 0.01% | 23,450 | $1,841,529 | $2,084,236 | +$242,707 | +13.18% | |
| Lpl Financial Llc | 0.00% | 22,618 | $1,825,485 | $2,010,288 | +$184,803 | +10.12% | |
| Davenport & Co Llc | 0.01% | 22,060 | $1,780,463 | $1,960,693 | +$180,230 | +10.12% | |
| Innealta Capital, Llc | 1.04% | 20,753 | $1,674,975 | $1,844,527 | +$169,552 | +10.12% | |
| Fifth Third Securities, Inc. | 0.11% | 20,165 | $1,627,518 | $1,792,265 | +$164,747 | +10.12% | |
| Blackrock, Inc. | 0.00% | 18,860 | $1,522,191 | $1,676,277 | +$154,086 | +10.12% | |
| Sanctuary Advisors, Llc | 0.01% | 17,316 | $1,397,574 | $1,539,046 | +$141,472 | +10.12% | |
| Osaic Holdings, Inc. | 0.00% | 15,173 | $1,224,988 | $1,348,576 | +$123,588 | +10.09% | |
| Texas Yale Capital Corp. | 0.03% | 13,990 | $1,129,133 | $1,243,431 | +$114,298 | +10.12% | |
| Scotia Capital Inc. | 0.00% | 11,678 | $942,532 | $1,037,941 | +$95,409 | +10.12% | |
| Mount Lucas Management Lp | 0.34% | 11,252 | $908,149 | $1,000,078 | +$91,929 | +10.12% | |
| Contravisory Investment Management, Inc. | 0.16% | 9,615 | $776,027 | $854,581 | +$78,554 | +10.12% | |
| Legacy Capital Group California, Inc. | 0.29% | 9,523 | $768,601 | $846,404 | +$77,803 | +10.12% | |
| Royal Bank Of Canada | 0.00% | 7,296 | $589,000 | $648,468 | +$59,468 | +10.10% | |
| Hilltop Holdings Inc. | 0.05% | 7,128 | $575,301 | $633,537 | +$58,236 | +10.12% | |
| Trust Co Of Oklahoma | 0.17% | 7,065 | $570,216 | $627,937 | +$57,721 | +10.12% | |
| Hightower Advisors, Llc | 0.00% | 6,046 | $487,983 | $537,368 | +$49,385 | +10.12% | |
| Bank Of New York Mellon Corp | 0.00% | 5,604 | $452,306 | $498,084 | +$45,778 | +10.12% | |
| Envestnet Asset Management Inc | 0.00% | 5,408 | $436,478 | $480,663 | +$44,185 | +10.12% | |
| Sigma Planning Corp | 0.01% | 5,304 | $428,086 | $471,420 | +$43,334 | +10.12% | |
| Arrow Investment Advisors, Llc | 0.45% | 5,268 | $425,180 | $468,220 | +$43,040 | +10.12% | |
| City Of London Investment Management Co Ltd | 0.03% | 4,400 | $355,124 | $391,072 | +$35,948 | +10.12% | |
| Creative Planning | 0.00% | 4,002 | $323,001 | $355,698 | +$32,697 | +10.12% | |
| Kkm Financial Llc | 0.05% | 4,063 | $293,958 | $361,119 | +$67,161 | +22.85% | |
| Es4, Llc | 0.18% | 3,405 | $274,818 | $302,636 | +$27,818 | +10.12% | |
| Stifel Financial Corp | 0.00% | 3,398 | $274,254 | $302,014 | +$27,760 | +10.12% | |
| Man Group Plc | 0.00% | 2,970 | $239,709 | $263,974 | +$24,265 | +10.12% | |
| Focus Partners Wealth | 0.00% | 2,907 | $234,624 | $258,374 | +$23,750 | +10.12% | |
| Sunpointe, Llc | 0.07% | 2,692 | $217,271 | $239,265 | +$21,994 | +10.12% | |
| Prospera Financial Services Inc | 0.00% | 2,660 | $214,676 | $236,421 | +$21,745 | +10.13% | |
| D. E. Shaw & Co., Inc. | 0.00% | 2,600 | $209,846 | $231,088 | +$21,242 | +10.12% | |
| Bank Of America Corp | 0.00% | 2,502 | $201,909 | $222,378 | +$20,469 | +10.14% | |
| Alphacentric Advisors Llc | 0.14% | 1,776 | $143,341 | $157,851 | +$14,510 | +10.12% | |
| Qube Research & Technologies Ltd | 0.00% | 914 | $73,769 | $81,236 | +$7,467 | +10.12% | |
| Triumph Capital Management | 0.01% | 832 | $67,151 | $73,948 | +$6,797 | +10.12% | |
| Rossby Financial, Lcc | 0.01% | 520 | $42,983 | $46,218 | +$3,235 | +7.53% |
Frequently asked questions about EPU
Who owns the most EPU stock?
The largest holders of EPU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI PERU AND GLOBAL (EPU).
Is EPU widely held by superinvestors?
Many widely followed stocks like EPU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EPU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.