ISHARES TR (EPU) is held by 34 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BANK OF NOVA SCOTIA as of Q1 2026.

Are institutions buying or selling EPU?

In Q1 2026, 18 institutions opened or increased positions in ISHARES TR while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EPU?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold EPU?

34 institutional investors report holding ISHARES TR (EPU) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EPU?

As of Q1 2026, tracked institutions in ISHARES TR show 18 buyers versus 12 sellers — net inflows.

ISHARES TR

EPU·464289842·US·ETF·Unknown - Unknown

Holders

Avg rating(10 Elite)

$316.7M

Total Value

60% (36)

Fund Consensus

18 buying - 12 selling

No verdict yet — fewer than 2 funds hold EPU.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF NOVA SCOTIA	Increased	2.9M(+114.7%)	$234.2M	0.4%	+29.11%	59
JANE STREET GROUP, LLC	New	285,694	$23.1M	0.0%	-1.36%	40
MORGAN STANLEY	Decreased	158,577(-23.0%)	$12.8M	0.0%	+70.70%	0
UBS Group AG	Decreased	135,032(-8.5%)	$10.9M	0.0%	+107.15%	0
WELLS FARGO & COMPANY/MN	Increased	73,438(+33.2%)	$5.9M	0.0%	+60.44%	35
CITADEL ADVISORS LLC	New	66,059	$5.3M	0.0%	-1.36%	37
RAYMOND JAMES FINANCIAL INC	Increased	53,656(+13.1%)	$4.3M	0.0%	+53.28%	30
KIKorea Investment CORP	Unchanged	39,018	$3.1M	0.0%	+276.13%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	34,780(+375.7%)	$2.8M	0.0%	+2.23%	42
NATIXIS	Decreased	23,450(-2.4%)	$1.8M	0.0%	+70.12%	0
LPL Financial LLC	Increased	22,618(+141.8%)	$1.8M	0.0%	+13.06%	42
DAVENPORT & Co LLC	Increased	22,060(+3.9%)	$1.8M	0.0%	+40.29%	27
BlackRock, Inc.	Increased	18,860(+8923.9%)	$1.5M	0.0%	-1.18%	28
Sanctuary Advisors, LLC	Decreased	17,316(-12.7%)	$1.4M	0.0%	+60.42%	0
OSAIC HOLDINGS, INC.	Increased	15,173(+24.8%)	$1.2M	0.0%	+38.01%	31
SCOTIA CAPITAL INC.	Increased	11,678(+1.3%)	$942,532	0.0%	+101.57%	25
ROYAL BANK OF CANADA	Decreased	7,296(-17.6%)	$589,000	0.0%	+86.58%	0
HighTower Advisors, LLC	Increased	6,046(+17.1%)	$487,983	0.0%	+33.18%	28
Bank of New York Mellon Corp	Increased	5,604(+3.8%)	$452,306	0.0%	+106.97%	25
ENVESTNET ASSET MANAGEMENT INC	Decreased	5,408(-34.6%)	$436,478	0.0%	+42.63%	0