ISHARES TR (EPU) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling EPU?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on EPU?

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

Is institutional money flowing into EPU?

29 institutional investors hold ISHARES TR (EPU). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about EPU?

Track institutional sentiment and conviction scores for ISHARES TR (EPU) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

EPU·464289842·US·etf·Unknown - Unknown

MSCI PERU AND GL

EPU (ISHARES TR) is held by 29 institutional investors as of Q4 2025. Largest holders: BANK OF NOVA SCOTIA ($97.8M), MORGAN STANLEY ($14.9M), UBS Group AG ($10.7M). Net institutional sentiment: Mixed.

Holders

Avg rating(1 Elite)

$149.1M

Total Value

58% (30)

Fund Consensus

15 buying - 10 selling

Smart Money Verdict- Q4 2025View all

56Mixed MomentumSingle Source

Held by 29 funds

1 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF NOVA SCOTIA	Unchanged	1.4M	$97.8M	0.1%	+102.66%	0
MORGAN STANLEY	Increased	205,908(+18.8%)	$14.9M	0.0%	+73.05%	33
UBS Group AG	Increased	147,578(+12.0%)	$10.7M	0.0%	+110.00%	31
WELLS FARGO & COMPANY/MN	Increased	55,137(+3.7%)	$4M	0.0%	+105.36%	28
Empowered Funds, LLC	New	48,823	$3.5M	0.0%	+20.08%	37
RAYMOND JAMES FINANCIAL INC	Increased	47,447(+18.5%)	$3.4M	0.0%	+67.54%	31
Korea Investment CORP	Unchanged	39,018	$2.8M	0.0%	+281.32%	0
NATIXIS	Increased	24,020(+40.6%)	$1.8M	0.0%	+72.47%	34
DAVENPORT & Co LLC	Decreased	21,235(-1.9%)	$1.5M	0.0%	+44.59%	0
Sanctuary Advisors, LLC	Decreased	19,830(-3.1%)	$1.4M	0.0%	+62.63%	0
Man Group plc	Unchanged	19,655	$1.4M	0.0%	+112.45%	0
OSAIC HOLDINGS, INC.	Decreased	12,162(-14.4%)	$880,373	0.0%	+55.24%	0
SCOTIA CAPITAL INC.	Increased	11,528(+0.7%)	$834,054	0.0%	+107.16%	25
LPL Financial LLC	Decreased	9,352(-72.0%)	$676,594	0.0%	+44.59%	0
ROYAL BANK OF CANADA	Decreased	8,857(-3.4%)	$641,000	0.0%	+89.15%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	8,269(-54.4%)	$598,261	0.0%	+44.59%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	7,312	$529,023	0.0%	+20.08%	33
Bank of New York Mellon Corp	Decreased	5,397(-5.0%)	$390,501	0.0%	+119.05%	0
HighTower Advisors, LLC	Increased	5,164(+3.5%)	$373,625	0.0%	+43.61%	25
BANK OF AMERICA CORP /DE/	Decreased	4,846(-11.1%)	$350,584	0.0%	+96.63%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Decreased	3,552(-0.5%)	$257,039	0.0%	+81.30%	0
Focus Partners Wealth	New	2,907	$210,321	0.0%	+20.08%	32
JPMORGAN CHASE & CO	Increased	477(+893.8%)	$34,511	0.0%	+24.30%	22
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	New	458	$33,136	0.0%	+20.08%	27
BlackRock, Inc.	New	209	$15,121	0.0%	+20.08%	28
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	87	$6,294	0.0%	+20.08%	24
Rockefeller Capital Management L.P.	Decreased	31(-3.1%)	$2,243	0.0%	+44.59%	0
BLAIR WILLIAM & CO/IL	Unchanged	28	$2,026	0.0%	+127.88%	0
Steward Partners Investment Advisory, LLC	New	18	$1,302	0.0%	+20.08%	17
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$1.4M	0.0%	+20.41%	0

ISHARES TR

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