EPP Institutional Ownership
iShares MSCI Pacific ex Japan ETF
1W: -1.1%
1M: -5.4%
3M: +1.5%
YTD: +7.0%
1Y: +7.6%
3Y: +53.5%
5Y: +34.4%
$54.71
+0.06 (+0.11%)
Weekly Expected Move ±2.0%
$53
$54
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EPP
218
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
19
New Positions
65
Increased
70
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (243 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 7,408,686 | $405M | -182,352 | -2.4% | 91Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 4,585,744 | $251M | +927,442 | +25.4% | 87Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 3,927,029 | $215M | +38,810 | +1.0% | 15Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,625,901 | $198M | -25,711 | -0.7% | 15Q | SEC ↗ |
| 5 | BlackRock, Inc. | 1,992,871 | $109M | +9,604 | +0.5% | 8Q | SEC ↗ |
| 6 | Asset Management One Co., Ltd. | 1,515,819 | $83M | -3,757 | -0.2% | 39Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,441,976 | $79M | +8,261 | +0.6% | 60Q | SEC ↗ |
| 8 | UBS Group AG | 557,398 | $30M | -15,283 | -2.7% | 47Q | SEC ↗ |
| 9 | DEUTSCHE BANK AG | 316,210 | $17M | -27,418 | -8.0% | 35Q | SEC ↗ |
| 10 | Amundi | 216,225 | $12M | +36,700 | +20.4% | 13Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 201,906 | $11M | +3,321 | +1.7% | 16Q | SEC ↗ |
| 12 | SYON CAPITAL LLC | 189,423 | $10M | +38,905 | +25.8% | 12Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 155,903 | $9M | -1,904 | -1.2% | 15Q | SEC ↗ |
| 14 | Rathbones Group PLC | 134,429 | $7M | +14,564 | +12.2% | 60Q | SEC ↗ |
| 15 | MV CAPITAL MANAGEMENT, INC. | 132,264 | $7M | +131,705 | +23560.8% | 6Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 131,437 | $7M | -3,567 | -2.6% | 97Q | SEC ↗ |
| 17 | Banco Santander, S.A. | 130,224 | $7M | -92,443 | -41.5% | 6Q | SEC ↗ |
| 18 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 122,547 | $7M | +34 | +0.0% | 14Q | SEC ↗ |
| 19 | NorthCoast Asset Management LLC | 113,259 | $6M | -3,256 | -2.8% | 2Q | SEC ↗ |
| 20 | CITIGROUP INC | 111,553 | $6M | +8 | +0.0% | 83Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 110,562 | $6M | +3,041 | +2.8% | 30Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 107,404 | $6M | +19,659 | +22.4% | 5Q | SEC ↗ |
| 23 | Ascent Group, LLC | 86,728 | $5M | +24,781 | +40.0% | 3Q | SEC ↗ |
| 24 | BTG Pactual Asset Management US LLC | 80,452 | $4M | +1,072 | +1.4% | 8Q | SEC ↗ |
| 25 | LMCG INVESTMENTS, LLC | 74,234 | $4M | -2,826 | -3.7% | 18Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 70,878 | $4M | -466 | -0.7% | 78Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 70,845 | $4M | -2,023 | -2.8% | 7Q | SEC ↗ |
| 28 | HSBC HOLDINGS PLC | 65,884 | $4M | -4,900 | -6.9% | 93Q | SEC ↗ |
| 29 | Cordoba Advisory Partners LLC | 64,474 | $4M | +3,523 | +5.8% | 3Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 56,452 | $3M | -974 | -1.7% | 9Q | SEC ↗ |
| 31 | Stelac Advisory Services LLC | 52,151 | $3M | +582 | +1.1% | 53Q | SEC ↗ |
| 32 | Synergy Asset Management, LLC | 51,271 | $3M | +14,626 | +39.9% | 2Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 49,586 | $3M | +8,705 | +21.3% | 37Q | SEC ↗ |
| 34 | LPL Financial LLC | 48,783 | $3M | -39,978 | -45.0% | 64Q | SEC ↗ |
| 35 | Sharper & Granite LLC | 46,409 | $3M | -2,345 | -4.8% | 15Q | SEC ↗ |
| 36 | PARK AVENUE SECURITIES LLC | 44,532 | $2M | +8,914 | +25.0% | 2Q | SEC ↗ |
| 37 | NLB Skladi, upravljanje premozenja, d. | 39,291 | $2M | +1,308 | +3.4% | 3Q | SEC ↗ |
| 38 | TRUIST FINANCIAL CORP | 37,518 | $2M | -631 | -1.7% | 27Q | SEC ↗ |
| 39 | Prosperity Consulting Group, LLC | 34,565 | $2M | +1,071 | +3.2% | 3Q | SEC ↗ |
| 40 | Cerity Partners LLC | 33,733 | $2M | +10,589 | +45.8% | 36Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 31,907 | $2M | -11,565 | -26.6% | 15Q | SEC ↗ |
| 42 | FIL Ltd | 31,756 | $2M | +640 | +2.1% | 45Q | SEC ↗ |
| 43 | Robertson Stephens Wealth Management, | 29,447 | $2M | -222 | -0.7% | 31Q | SEC ↗ |
| 44 | AQR CAPITAL MANAGEMENT LLC NEW | 28,135 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 27,298 | $1M | — | +0.0% | 17Q | SEC ↗ |
| 46 | Integris Wealth Management, LLC | 27,085 | $1M | -6,468 | -19.3% | 15Q | SEC ↗ |
| 47 | TRU INDEPENDENCE ASSET MANAGEMENT 2, L | 25,346 | $1M | +1,411 | +5.9% | 8Q | SEC ↗ |
| 48 | GFS Advisors, LLC | 25,000 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 49 | SageView Advisory Group, LLC | 24,242 | $1M | +3,417 | +16.4% | 3Q | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 23,839 | $1M | +249 | +1.1% | 76Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 28,135 | $2M |
| Financial Management Professionals, | 17,513 | $958K |
| MERCER GLOBAL ADVISORS INC /ADV | 16,815 | $920K |
| Global Retirement Partners, LLC | 15,135 | $828K |
| NAVELLIER & ASSOCIATES INC | 13,051 | $714K |
| Nuveen, LLC | 9,241 | $506K |
| Janney Montgomery Scott LLC | 8,067 | $441K |
| COMPASS CAPITAL CORP /MA/ /ADV | 8,011 | $438K |
| Savant Capital, LLC | 3,880 | $212K |
| Advisors Capital Management, LLC | 3,821 | $209K |
| Synergy Investment Management, LLC | 2,850 | $156K |
| USA FINANCIAL FORMULAS | 2,614 | $143K |
| Continuum Advisory, LLC | 1,824 | $100K |
| Institute for Wealth Management, LL | 950 | $52K |
| Allied Private Wealth LLC | 266 | $15K |
| Blue Trust, Inc. | 124 | $7K |
| Integrated Wealth Concepts LLC | 86 | $5K |
| Realta Investment Advisors | 78 | $4K |
| Aptus Capital Advisors, LLC | 33 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MONECO ADVISORS, LLC | 26,187 | $1M |
| FLOW TRADERS U.S. LLC | 21,375 | $1M |
| AFG FIDUCIARY SERVICES LIMITED PART | 18,798 | $1M |
| Ameritas Advisory Services, LLC | 18,295 | $1M |
| Engineers Gate Manager LP | 15,223 | $833K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 11,468 | $627K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,414 | $570K |
| MILLENNIUM MANAGEMENT LLC | 9,331 | $510K |
| Focus Partners Wealth | 8,572 | $469K |
| GTS SECURITIES LLC | 7,749 | $424K |
| National Philanthropic Trust | 7,600 | $416K |
| Providence First Trust Co | 6,460 | $353K |
| Quadrature Capital Ltd | 6,313 | $345K |
| Vontobel Holding Ltd. | 5,250 | $287K |
| Biltmore Family Office, LLC | 5,178 | $283K |
| Forthright Family Wealth Advisory L | 4,750 | $260K |
| Kestra Advisory Services, LLC | 4,392 | $240K |
| Collaborative Wealth Managment Inc. | 4,301 | $235K |
| Itau Unibanco Holding S.A. | 4,000 | $219K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 3,141 | $172K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +927,442 | +25.4% | 4,585,744 |
| MV CAPITAL MANAGEMENT, INC. | +131,705 | +23560.8% | 132,264 |
| SYON CAPITAL LLC | +38,905 | +25.8% | 189,423 |
| GOLDMAN SACHS GROUP INC | +38,810 | +1.0% | 3,927,029 |
| Amundi | +36,700 | +20.4% | 216,225 |
| Ascent Group, LLC | +24,781 | +40.0% | 86,728 |
| Cetera Investment Advisers | +19,659 | +22.4% | 107,404 |
| Synergy Asset Management, LLC | +14,626 | +39.9% | 51,271 |
| Rathbones Group PLC | +14,564 | +12.2% | 134,429 |
| Cerity Partners LLC | +10,589 | +45.8% | 33,733 |
| BlackRock, Inc. | +9,604 | +0.5% | 1,992,871 |
| PARK AVENUE SECURITIES LLC | +8,914 | +25.0% | 44,532 |
| MML INVESTORS SERVICES, LLC | +8,705 | +21.3% | 49,586 |
| MORGAN STANLEY | +8,261 | +0.6% | 1,441,976 |
| Orion Porfolio Solutions, LLC | +7,661 | +58.0% | 20,874 |
| Wealthspire Advisors, LLC | +5,957 | +81.2% | 13,296 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +3,713 | +28.8% | 16,617 |
| Cordoba Advisory Partners LLC | +3,523 | +5.8% | 64,474 |
| TWO SIGMA SECURITIES, LLC | +3,425 | +45.1% | 11,016 |
| SageView Advisory Group, LLC | +3,417 | +16.4% | 24,242 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -264,803 | -98.3% | 4,706 |
| JPMORGAN CHASE & CO | -182,352 | -2.4% | 7,408,686 |
| Banco Santander, S.A. | -92,443 | -41.5% | 130,224 |
| Checchi Capital Advisers, LLC | -68,601 | -88.3% | 9,121 |
| JANE STREET GROUP, LLC | -44,981 | -83.0% | 9,229 |
| Hilltop Holdings Inc. | -44,575 | -87.3% | 6,495 |
| LPL Financial LLC | -39,978 | -45.0% | 48,783 |
| DEUTSCHE BANK AG | -27,418 | -8.0% | 316,210 |
| BANK OF AMERICA CORP /DE | -25,711 | -0.7% | 3,625,901 |
| Onyx Bridge Wealth Group LLC | -22,432 | -67.4% | 10,837 |
| UBS Group AG | -15,283 | -2.7% | 557,398 |
| Squarepoint Ops LLC | -12,414 | -76.3% | 3,861 |
| Corient Private Wealth LP | -11,565 | -26.6% | 31,907 |
| Integris Wealth Management, LLC | -6,468 | -19.3% | 27,085 |
| HSBC HOLDINGS PLC | -4,900 | -6.9% | 65,884 |
| Asset Management One Co., Ltd. | -3,757 | -0.2% | 1,515,819 |
| UBS AM, a distinct business unit of | -3,718 | -75.6% | 1,197 |
| WELLS FARGO & COMPANY/MN | -3,567 | -2.6% | 131,437 |
| NorthCoast Asset Management LLC | -3,256 | -2.8% | 113,259 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -3,217 | -32.8% | 6,600 |