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iShares MSCI Poland ETF (EPOL) Institutional Ownership

iShares MSCI Poland ETF logo
$31.94 +0.24 (+0.76%)
As of 08/4/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI Poland ETF (NYSEARCA:EPOL)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$64.36M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$28.20M
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EPOL Institutional Buying and Selling by Quarter

iShares MSCI Poland ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2025 Wealthfront Advisers LLC7,948$256K0.0%N/A0.051%
7/31/2025 Oppenheimer Asset Management Inc.152,559$4.92M0.1%N/A0.987%
7/31/2025 Carnegie Investment Counsel12,451$402K0.0%-56.9%0.081%
7/31/2025 Briaud Financial Planning Inc1,045$33K0.0%N/A0.007%
7/30/2025 Cavalier Investments LLC50,088$1.62M0.5%N/A0.324%
7/29/2025 Manchester Financial Inc.95,304$3.08M0.6%-0.5%0.617%
7/29/2025 Private Trust Co. NA4,249$137K0.0%-71.9%0.028%
7/25/2025 Apollon Wealth Management LLC21,733$701K0.0%N/A0.141%
7/24/2025 Monument Capital Management55,392$1.79M0.5%+0.7%0.359%
7/22/2025 Belpointe Asset Management LLC39,436$1.27M0.1%+22.8%0.255%
7/21/2025 Fortis Capital Advisors LLC32,851$1.06M0.2%+2.3%0.213%
7/21/2025 Mirae Asset Global Investments Co. Ltd.1,741$56K0.0%N/A0.011%
7/18/2025 Truist Financial Corp6,488$209K0.0%N/A0.042%
7/17/2025 Global Trust Asset Management LLC3,000$97K0.1%N/A0.020%
7/16/2025 Banque Pictet & Cie SA230,685$7.44M0.1%+11.9%1.513%
7/16/2025 Arlington Capital Management Inc.132,532$4.28M3.7%+140.6%0.869%
7/14/2025 Cobblestone Asset Management LLC37,592$1.21M0.6%N/A0.247%
7/11/2025 Arrow Investment Advisors LLC21,751$702K0.6%N/A0.143%
7/11/2025 SeaCrest Wealth Management LLC14,762$476K0.1%N/A0.097%
7/7/2025 Trust Co. of Oklahoma6,320$204K0.1%N/A0.042%
5/29/2025Rhumbline Advisers29,374$823K0.0%+7,969.8%0.202%
5/21/2025Geneos Wealth Management Inc.58,482$1.64M0.1%N/A0.402%
5/20/2025 Belpointe Asset Management LLC32,120$900K0.0%N/A0.221%
5/20/2025 Fortis Capital Advisors LLC32,120$900K0.2%N/A0.221%
5/16/2025Sepio Capital LP136,291$3.82M0.3%-1.2%1.131%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,528$351K0.0%N/A0.104%
5/15/2025Royal Bank of Canada87,916$2.46M0.0%+12,623.0%0.730%
5/14/2025Walleye Capital LLC8,584$240K0.0%N/A0.071%
5/13/2025Cresset Asset Management LLC16,600$465K0.0%+64.6%0.138%
5/13/2025HighTower Advisors LLC39,519$1.11M0.0%N/A0.328%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors43,687$1.24M0.1%N/A0.363%
5/12/2025Invesco Ltd.8,680$243K0.0%N/A0.072%
5/7/2025Marvin & Palmer Associates Inc.72,480$2.03M3.0%N/A0.601%
5/7/2025LPL Financial LLC186,044$5.21M0.0%+18.6%1.544%
5/6/2025Cetera Investment Advisers28,052$786K0.0%N/A0.233%
5/6/2025 Arlington Capital Management Inc.55,092$1.54M1.2%-42.5%0.457%
5/6/2025 Carnegie Investment Counsel28,878$809K0.0%-26.8%0.240%
5/6/2025 Elm3 Financial Group LLC19,241$539K0.5%N/A0.160%
5/6/2025Mount Lucas Management LP34,820$975K0.3%N/A0.289%
5/5/2025Private Advisor Group LLC102,207$2.86M0.0%N/A0.848%
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5/5/2025Migdal Insurance & Financial Holdings Ltd.9,400$263K0.0%N/A0.078%
5/2/2025Fortis Group Advisors LLC79,225$2.22M0.4%N/A0.657%
5/2/2025SBI Securities Co. Ltd.63,219$1.77M0.1%+417.1%0.525%
4/30/2025 Banque Pictet & Cie SA206,141$5.77M0.0%+96.3%1.711%
4/30/2025Trek Financial LLC14,545$407K0.0%N/A0.121%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.55,000$1.54M0.1%N/A0.456%
4/29/2025Bank of New York Mellon Corp68,916$1.93M0.0%+2.3%0.572%
4/29/2025Harel Insurance Investments & Financial Services Ltd.25,963$727K0.0%N/A0.215%
4/28/2025 Private Trust Co. NA15,129$424K0.0%-11.2%0.126%
4/25/2025 Monument Capital Management55,002$1.54M0.5%N/A0.474%
4/23/2025Fourth Dimension Wealth LLC1,157$32K0.0%-96.5%0.010%
4/23/2025 Oppenheimer & Co. Inc.14,731$413K0.0%N/A0.127%
4/22/2025 Nilsine Partners LLC107,123$3.00M0.3%+15.2%0.923%
4/21/2025 Blue Trust Inc.3,903$109K0.0%-31.2%0.034%
4/16/2025 Griffin Asset Management Inc.7,439$208K0.0%N/A0.064%
4/14/2025NewSquare Capital LLC56,474$1.58M0.1%-10.8%0.487%
4/8/2025Rhumbline Advisers29,374$823K0.0%+7,969.8%0.253%
2/18/2025Alpine Global Management LLC11,798$246K0.1%N/A0.088%
2/18/2025Fourth Dimension Wealth LLC32,830$685K0.4%N/A0.245%
2/17/2025Main Management ETF Advisors LLC238,115$4.97M0.2%+0.6%1.777%
2/17/2025Millennium Management LLC16,257$339K0.0%-70.8%0.121%
2/17/2025DC Investments Management LLC52,643$1.10M0.7%-31.4%0.393%
2/17/2025Cresset Asset Management LLC10,084$210K0.0%-48.6%0.075%
2/17/2025Bank of America Corp DE147,758$3.08M0.0%-10.6%1.103%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.24,011$508K0.0%+46.9%0.179%
2/14/2025Alpine Global Management LLC11,798$246K0.1%N/A0.088%
2/14/2025State of Tennessee Department of Treasury1,656,996$34.58M0.1%+2.8%12.366%
2/13/2025Sepio Capital LP137,889$2.88M0.2%+3.6%1.029%
2/13/2025Wells Fargo & Company MN101,681$2.12M0.0%-50.3%0.759%
2/12/2025OLD Mission Capital LLC408,783$8.53M0.1%+1,090.6%3.051%
2/12/2025Arrowstreet Capital Limited Partnership24,711$516K0.0%-9.0%0.184%
2/12/2025 Arlington Capital Management Inc.95,805$2.00M1.4%+6.6%0.715%
2/11/2025LPL Financial LLC156,819$3.27M0.0%-68.6%1.170%
2/7/2025 Wealthfront Advisers LLC21,948$458K0.0%N/A0.164%
2/6/2025NewSquare Capital LLC63,285$1.32M0.1%+5.6%0.472%
2/6/2025SBI Securities Co. Ltd.12,226$255K0.0%N/A0.091%
2/4/2025Bank of New York Mellon Corp67,376$1.41M0.0%-0.7%0.503%
1/31/2025Sanctuary Advisors LLC47,220$985K0.0%-2.6%0.352%
1/30/2025 Blue Trust Inc.5,669$118K0.0%+30.4%0.042%
1/28/2025 Apollon Wealth Management LLC10,569$221K0.0%-51.4%0.079%
1/24/2025 DAVENPORT & Co LLC44,543$930K0.0%-1.4%0.332%
1/23/2025 GFS Advisors LLC20,000$417K0.1%N/A0.149%
1/22/2025 Nilsine Partners LLC92,980$1.94M0.2%+11.4%0.694%
1/22/2025 Blue Trust Inc.5,594$117K0.0%+28.7%0.042%
1/15/2025 Carnegie Investment Counsel39,469$824K0.0%-1.2%0.295%
12/26/2024JPMorgan Chase & Co.456,349$11.06M0.0%-5.3%3.406%
11/25/2024Sanctuary Advisors LLC48,464$1.18M0.0%+56.6%0.362%
11/15/2024Main Management LLC1,442$35K0.0%+66.7%0.011%
11/15/2024Main Management ETF Advisors LLC236,675$5.74M0.3%+35.1%1.766%
11/15/2024National Bank of Canada FI9,600$233K0.0%N/A0.072%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
11/15/2024Jane Street Group LLC264,815$6.42M0.0%-65.1%1.976%
11/14/2024Flow Traders U.S. LLC40,242$975K0.0%-6.5%0.300%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,468$1.49M0.0%N/A0.459%
11/13/2024 Private Trust Co. NA17,224$418K0.0%-2.8%0.129%
11/13/2024DRW Securities LLC47,524$1.15M0.0%N/A0.355%
11/6/2024Mount Lucas Management LP34,769$843K0.3%+8.1%0.259%
11/5/2024 Apollon Wealth Management LLC21,768$528K0.0%+38.8%0.162%
10/30/2024 Arlington Capital Management Inc.89,850$2.18M1.8%+1.7%0.671%
10/23/2024 Legacy Capital Group California Inc.35,189$853K0.3%+1.6%0.263%
10/18/2024 Blue Trust Inc.4,348$107K0.0%+20.8%0.032%
(Data available from 1/1/2016 forward)

EPOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPOL shares?

During the previous two years, 88 institutional investors and hedge funds held shares of iShares MSCI Poland ETF. The most heavily invested institutionals were State of Tennessee Department of Treasury ($34.58M), Raymond James Financial Services Advisors Inc. ($29.46M), JPMorgan Chase & Co. ($11.06M), OLD Mission Capital LLC ($8.53M), Banque Pictet & Cie SA ($7.44M), Robertson Stephens Wealth Management LLC ($6.69M), and Jane Street Group LLC ($6.42M).Learn more on iShares MSCI Poland ETF's institutional investors.

Which institutional investors have been buying iShares MSCI Poland ETF's stock?

Of the 73 institutional investors that purchased iShares MSCI Poland ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.23M), OLD Mission Capital LLC ($374.45K), Rhumbline Advisers ($316.79K), Arlington Capital Management Inc. ($213.80K), Trium Capital LLP ($175.03K), Oppenheimer Asset Management Inc. ($152.56K), and Sepio Capital LP ($146.76K).

How much institutional buying is happening at iShares MSCI Poland ETF?

Institutional investors have bought a total of 2,417,070 shares in the last 24 months. This purchase volume represents approximately $64.36M in transactions.

Which of iShares MSCI Poland ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold iShares MSCI Poland ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($494.76K), LPL Financial LLC ($343.15K), Wells Fargo & Company MN ($102.97K), Arlington Capital Management Inc. ($40.71K), Millennium Management LLC ($39.38K), Fourth Dimension Wealth LLC ($31.67K), and Carnegie Investment Counsel ($30.27K).

How much institutional selling is happening at iShares MSCI Poland ETF?

Institutional investors have sold a total of 1,216,128 shares in the last 24 months. This volume of shares sold represents approximately $28.20M in transactions.



This page (NYSEARCA:EPOL) was last updated on 8/5/2025 by MarketBeat.com Staff
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