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Of the 5 tracked institutions holding EPP, 2 have a 3-year clone track record — 1 of them beat the S&P. Average holder's clone alpha: +0.4pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 5 tracked institutional investors we monitor, EPP (ISHARES INC) is held with a combined value of $108.75M across 2,041,819 shares. The largest holder is BlackRock, Inc. with a position worth $106.14M. AQR CAPITAL MANAGEMENT LLC opened a new position in the most recent quarter. 2 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$108.75M
Total Shares Held
2,041,819
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $106.14M | 0.00% | +0.5% |
| 2 | AQR CAPITAL MANAGEMENT LLC | $1.50M | 0.00% | New |
| 3 | FMR LLC | $452.56K | 0.00% | +5.7% |
| 4 | COOPERMAN LEON G | $405.31K | 0.01% | - |
| 5 | CITADEL ADVISORS LLC | $250.64K | 0.00% | -98.3% |
| Member | Type | Date |
|---|---|---|
| Patrick J Toomey | Sell | Sep 2, 2014 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of EPP with a position worth $106.14M, representing 0.00% of their portfolio. In total, 5 institutional investors hold EPP with a combined value of $108.75M.
In the most recent quarter, 1 fund opened a new position in EPP. Additionally, 2 increased their holdings and 1 reduced their positions.
Institutional investors hold $108.75M worth of EPP stock across 5 positions. The largest institutional holder is BlackRock, Inc. with $106.14M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EPP, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their EPP positions.
Last Close
$57.84
2026-09-08
YTD
+14.8%
94% of 52-week range
