EPOL · iShares MSCI Poland ETF ETF

Alerts for EPOL

$45.12 +0.57 (+1.28%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $2,329,379

Total Shares: 60,331

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

76.2%

+53.8 pts

Top 5

100.0%

+42.9 pts

Top 10

100.0%

+27.4 pts

HHI

6,378

Highly concentrated+5,467

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

2

Decreased

0

Sold Out

85

Unchanged

0

Holder count: -85

Institutional value: -99.0%

Shares held: -99.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Mega CITADEL ADVISORS LLC	+12,300	46,000
Large Corient Private Wealth LLC	+77	14,331

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Large State of Tennessee, Department of Treasury	1,367,895	$49,805,056
Mega JPMORGAN CHASE & CO	798,609	$29,077,348
Mega MORGAN STANLEY	531,375	$19,347,361
Mega JANE STREET GROUP, LLC	395,927	$14,415,702
Mega UBS Group AG	390,877	$14,231,830

Filter: New 0 Increased 2 Reduced 0 Sold out 85 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC EPOL

$1,776,060

76.25%

46,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	46,000	$1,776,060	100.0%	Defined

Corient Private Wealth LLC EPOL

$553,319

23.75%

14,331

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	12,636	$460,075	1.6%	Other
JPMorgan Chase Bank, N.A.	564,400	$20,549,804	70.7%	Defined
J.P. Morgan Investment Management Inc.	24	$873	0.0%	Defined
J.P. Morgan Securities LLC	53,600	$1,951,575	6.7%	Defined
J.P. Morgan Private Investments Inc.	166,034	$6,045,297	20.8%	Defined
55I, LLC	246	$8,956	0.0%	Defined
J.P. Morgan Markets Ltd	1,669	$60,768	0.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,048	$38,157	0.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,535	$55,889	0.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	522,427	$19,021,566	98.3%	Defined
Morgan Stanley Bank, N.A.	1,218	$44,347	0.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5,147	$187,402	1.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	395,927	$14,415,702	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	291,517	$10,614,133	74.6%	Defined
UBS AG	86,064	$3,133,590	22.0%	Defined
UBS Switzerland AG	1,500	$54,615	0.4%	Defined
UBS Securities LLC	11,796	$429,492	3.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	156,825	$5,709,998	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	58	$2,111	0.0%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	43,690	$1,590,752	32.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	92,197	$3,356,892	67.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CONFLUENCE INVESTMENT MANAGEMENT LLC	282	$10,267	0.2%	Sole
ZACKS INVESTMENT MANAGEMENT	746	$27,161	0.6%	Sole
Held directly	131,537	$4,789,262	99.2%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	77,877	$2,835,501	87.7%	Defined
BNY Mellon, NA	1,908	$69,470	2.1%	Defined
BNY Mellon Advisors, Inc.	8,998	$327,617	10.1%	Defined
Held directly	1	$36	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	80,720	$2,939,015	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	9,281	$337,921	12.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	64,642	$2,353,615	87.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	34,306	$1,249,081	90.8%	Defined
Osaic Advisory Services, LLC	3,496	$127,289	9.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,559	$56,763	4.6%	Defined
Raymond James Financial Services Advisors, Inc.	32,501	$1,183,361	95.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FREESTONE CAPITAL MANAGEMENT LLC	28,706	$1,045,185	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Asset Management North Asia Ltd	24,782	$902,312	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	23,290	$847,988	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Investments Canada Inc. joint	23,099	$841,034	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	19,690	$716,912	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	17,881	$651,047	98.7%	Defined
RBC Dominion Securities Inc.	125	$4,551	0.7%	Defined
CITY NATIONAL ROCHDALE, LLC	105	$3,823	0.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF NOVA SCOTIA	16,817	$612,306	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	15,752	$573,530	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	13,617	$495,794	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	12,962	$471,946	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Investment Management Group, LLC	6,400	$233,024	90.1%	Defined
EQUITABLE ADVISORS, LLC	700	$25,487	9.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	6,431	$234,151	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	2,978	$108,428	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	2,200	$80,102	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	1,162	$42,308	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	944	$34,371	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	400	$14,564	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	77	$2,803	100.0%	Other