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iShares MSCI Poland ETF (EPOL) Institutional Ownership

iShares MSCI Poland ETF logo
$20.76 -0.47 (-2.21%)
(As of 12/18/2024 05:44 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$48.46M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$20.89M
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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
11/25/2024 Sanctuary Advisors LLC48,464$1.18M0.0%+56.6%0.362%
11/15/2024 Main Management LLC1,442$35K0.0%+66.7%0.011%
11/15/2024 Main Management ETF Advisors LLC236,675$5.74M0.3%+35.1%1.766%
11/15/2024 National Bank of Canada FI9,600$233K0.0%N/A0.072%
11/15/2024 Jane Street Group LLC264,815$6.42M0.0%-65.1%1.976%
11/14/2024 Flow Traders U.S. LLC40,242$975K0.0%-6.5%0.300%
11/14/2024 UBS 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%
11/13/2024 DRW Securities LLC47,524$1.15M0.0%N/A0.355%
11/6/2024 Mount 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%
10/18/2024Blue Trust Inc.4,348$107K0.0%+20.8%0.032%
10/10/2024 Carnegie Investment Counsel39,943$968K0.0%-6.5%0.298%
10/9/2024 Contravisory Investment Management Inc.35,562$862K0.2%+1.6%0.265%
10/5/2024 Waycross Investment Management Co47,702$1.16M1.1%+2.1%0.356%
9/5/2024 Sanctuary Advisors LLC30,953$739K0.0%N/A0.231%
8/16/2024 Sunbelt Securities Inc.7,128$175K0.0%N/A0.053%
8/16/2024 Sepio Capital LP131,998$3.24M0.3%-7.2%0.985%
8/15/2024 Main Management ETF Advisors LLC175,240$4.30M0.2%+1.9%1.308%
8/10/2024 Financial & Tax Architects LLC61,146$1.50M0.4%N/A0.456%
8/6/2024 Mount Lucas Management LP32,169$789K0.2%-9.9%0.240%
8/1/2024 Rhumbline Advisers8,364$205K0.0%-94.9%0.062%
7/31/2024 Nilsine Partners LLC83,088$2.04M0.3%+2.5%0.620%
7/29/2024 Waycross Investment Management Co46,726$1.15M1.1%+255.9%0.349%
7/26/2024 Bank of New York Mellon Corp59,402$1.46M0.0%-5.5%0.443%
7/26/2024 AlphaCentric Advisors LLC4,859$119K0.1%-8.5%0.036%
7/23/2024 NewSquare Capital LLC51,775$1.27M0.1%-8.1%0.386%
7/22/2024 Legacy Capital Group California Inc.34,618$849K0.3%+4.4%0.258%
7/22/2024 Carnegie Investment Counsel42,723$1.05M0.0%-2.8%0.319%
7/20/2024Raymond James Financial Services Advisors Inc.1,200,804$29.46M0.0%-2.6%8.961%
7/10/2024 Contravisory Investment Management Inc.34,991$858K0.2%+4.3%0.261%
5/8/2024 Legacy Capital Group California Inc.33,170$782K0.3%N/A0.248%
4/24/2024 Arlington Capital Management Inc.90,788$2.14M1.8%-29.5%0.683%
4/23/2024 Global Retirement Partners LLC2,287$54K0.0%N/A0.017%
4/23/2024Raymond James Financial Services Advisors Inc.1,232,350$29.07M0.0%+15.1%9.266%
4/22/2024 Nilsine Partners LLC81,099$1.91M0.3%N/A0.610%
4/22/2024 Waycross Investment Management Co13,130$310K0.3%N/A0.099%
4/19/2024 Advisor Resource Council11,479$260K0.1%N/A0.089%
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4/11/2024 Contravisory Investment Management Inc.33,543$791K0.2%N/A0.261%
3/5/2024 Wellington Management Group LLP103,374$2.34M0.0%+7.7%0.804%
2/13/2024 Rock Creek Group LP2,190$50K0.0%-97.3%0.017%
2/12/2024Glovista Investments LLC57,645$1.31M0.6%+49.2%0.449%
2/9/2024 Sepio Capital LP141,921$3.22M0.3%N/A1.104%
2/7/2024 Mount Lucas Management LP36,756$833K0.2%-15.0%0.286%
2/7/2024 Arlington Capital Management Inc.128,855$2.92M2.7%N/A1.003%
1/25/2024 Financial & Tax Architects LLC28,223$639K0.2%N/A0.220%
1/24/2024 GFS Advisors LLC20,000$453K0.1%-62.5%0.156%
1/16/2024Raymond James Financial Services Advisors Inc.1,070,303$24.24M0.0%N/A8.329%
1/12/2024Cyndeo Wealth Partners LLC14,474$328K0.0%N/A0.113%
12/11/2023Glovista Investments LLC38,643$665K0.4%-40.7%0.301%
11/14/2023 Private Advisory Group LLC35,013$599K0.1%N/A0.272%
11/13/2023 Rock Creek Group LP81,503$1.40M0.1%-91.6%0.634%
11/9/2023 Rhumbline Advisers228,970$3.92M0.0%-11.5%1.782%
11/9/2023 UBS Group AG173,726$2.97M0.0%+3.8%1.352%
11/8/2023 Shayne & Jacobs LLC12,241$209K0.1%-10.0%0.095%
11/7/2023 Trium Capital LLP175,027$3.00M0.0%N/A1.362%
10/11/2023Ronald Blue Trust Inc.2,717$46K0.0%+57.0%0.021%
8/16/2023Glovista Investments LLC65,202$1.25M0.7%-1.0%0.507%
8/14/2023 Mount Lucas Management LP46,504$892K0.3%+9.6%0.362%
8/11/2023 Robertson Stephens Wealth Management LLC348,761$6.69M0.5%+25.1%2.714%
8/9/2023 Rock Creek Group LP974,637$18.69M2.7%-56.6%7.585%
8/8/2023 Rhumbline Advisers258,770$4.96M0.0%N/A2.014%
8/4/2023 Banco Bilbao Vizcaya Argentaria S.A.32,209$618K0.0%-27.1%0.274%
7/31/2023 LPL Financial LLC45,967$882K0.0%+9.9%0.391%
7/25/2023 Financial & Tax Architects LLC52,382$1.01M0.3%N/A0.446%
7/17/2023 Donald L. Hagan LLC11,054$212K0.1%N/A0.094%
7/17/2023 Teamwork Financial Advisors LLC53,262$1.02M0.2%N/A0.453%
7/14/2023Ronald Blue Trust Inc.1,731$27K0.0%-81.0%0.015%
7/10/2023 AE Wealth Management LLC53,281$1.02M0.0%N/A0.453%
5/15/2023 DC Investments Management LLC76,687$1.19M1.4%+40.1%0.594%
5/12/2023 AlphaCentric Advisors LLC8,240$128K0.1%N/A0.064%
5/12/2023 Main Management ETF Advisors LLC286,090$4.43M0.4%+49.3%2.218%
5/11/2023 Robertson Stephens Wealth Management LLC278,693$4.31M0.3%N/A2.160%
5/10/2023 Banco BTG Pactual S.A.12,580$217K0.1%N/A0.098%
5/9/2023 Banco Bilbao Vizcaya Argentaria S.A.44,190$684K0.0%+25.9%0.343%
5/5/2023Bcwm LLC182,534$2.83M0.9%N/A1.415%
4/17/2023Ronald Blue Trust Inc.9,104$141K0.0%+120.5%0.071%
3/6/2023 OLD Mission Capital LLC36,627$566K0.0%N/A0.284%
2/15/2023 Main Management ETF Advisors LLC191,620$2.96M0.3%N/A1.485%
2/13/2023Glovista Investments LLC102,546$1.59M0.8%+64.8%0.795%
2/13/2023 Banco Bilbao Vizcaya Argentaria S.A.35,096$546K0.0%-9.7%0.272%
2/8/2023 Shayne & CO. LLC13,608$210K0.1%-9.2%0.105%
2/8/2023 UBS Group AG333,494$5.16M0.0%+123.0%2.585%
2/8/2023 AMG National Trust Bank63,158$976K0.0%N/A0.490%
2/3/2023 U S Global Investors Inc.4,000$62K0.0%N/A0.031%
1/30/2023 Sumitomo Mitsui Trust Holdings Inc.46,040$712K0.0%N/A0.357%
1/26/2023 GFS Advisors LLC53,300$824K0.2%N/A0.413%
1/17/2023Ronald Blue Trust Inc.4,128$44K0.0%+292.0%0.032%
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Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
10/21/2022 Shayne & CO. LLC14,990$161K0.1%-21.7%0.111%
8/16/2022Glovista Investments LLC62,632$908K0.4%-30.5%0.583%
8/12/2022 Korea Investment CORP119,474$1.75M0.0%+307.8%1.111%
8/8/2022 Banco Bilbao Vizcaya Argentaria S.A.47,682$697K0.0%-11.2%0.444%
8/5/2022 OLD Mission Capital LLC22,348$327K0.0%N/A0.208%
5/16/2022Glovista Investments LLC90,112$1.74M0.5%-23.5%0.777%
5/16/2022 Astor Investment Management LLC6,243$118K0.0%-35.3%0.054%
5/12/2022 Banco Bilbao Vizcaya Argentaria S.A.53,722$1.02M0.0%-33.8%0.463%
5/10/2022 Marks Group Wealth Management Inc14,709$279K0.0%-35.7%0.127%
5/9/2022 Sepio Capital LP178,896$3.40M0.3%+166.0%1.542%
(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, 52 institutional investors and hedge funds held shares of iShares MSCI Poland ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($29.46M), Robertson Stephens Wealth Management LLC ($6.69M), Jane Street Group LLC ($6.42M), Main Management ETF Advisors LLC ($5.74M), Sepio Capital LP ($3.24M), Trium Capital LLP ($3.00M), and UBS Group AG ($2.97M).Learn more on EPOL's institutional investors.

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

Of the 43 institutional investors that purchased iShares MSCI Poland ETF 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), Main Management ETF Advisors LLC ($350.88K), Robertson Stephens Wealth Management LLC ($348.76K), Rhumbline Advisers ($258.77K), UBS Group AG ($190.24K), Bcwm LLC ($182.53K), and Trium Capital LLP ($175.03K).

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

Institutional investors have bought a total of 4,058,130 shares in the last 24 months. This purchase volume represents approximately $81.01M in transactions.

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

Of the 19 institutional investors that sold iShares MSCI Poland ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rock Creek Group LP ($2.25M), Jane Street Group LLC ($494.76K), Rhumbline Advisers ($184.78K), Arlington Capital Management Inc. ($38.07K), GFS Advisors LLC ($33.30K), Raymond James Financial Services Advisors Inc. ($31.55K), and Glovista Investments LLC ($27.21K).

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

Institutional investors have sold a total of 3,116,948 shares in the last 24 months. This volume of shares sold represents approximately $62.03M in transactions.



This page (NYSEARCA:EPOL) was last updated on 12/19/2024 by MarketBeat.com Staff
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