EPU ISHARES TR: institutional ownership and insider trading

71 funds reported holding $354M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $10.6M, with 14 new positions and 10 funds selling out.

Famous investors holding EPU

Largest institutional holders of EPU

  1. BANK OF NOVA SCOTIA (BNS) — $242M
  2. JANE STREET GROUP, LLC — $11.9M
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $11.6M
  4. Nilsine Partners, LLC — $9.71M
  5. UBS Group AG (UBS) — $9.24M
  6. Advisory Services Network, LLC — $5.91M
  7. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $5.64M
  8. DISCOVERY CAPITAL MANAGEMENT, LLC / CT — $5.22M
  9. CITADEL ADVISORS LLC — $5.06M
  10. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $4.23M

All EPU 13F holders