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iShares MSCI EAFE Small-Cap ETF (SCZ) Institutional Ownership

iShares MSCI EAFE Small-Cap ETF logo
$76.67 -0.32 (-0.42%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Number of
Institutional Buyers
(last 12 months)
423
Total
Institutional Inflows
(last 12 months)
$2.41B
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$1.11B
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SCZ Institutional Buying and Selling by Quarter

iShares MSCI EAFE Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025U.S. Capital Wealth Advisors LLC2,979$229K0.0%-29.6%0.002%
10/9/2025Richard P Slaughter Associates Inc6,253$480K0.1%-14.0%0.004%
10/9/2025Dynamic Advisor Solutions LLC2,841$218K0.0%-8.4%0.002%
10/9/2025Prosperity Planning Inc.32,223$2.47M0.7%-3.5%0.023%
10/9/2025Embree Financial Group4,710$361K0.0%-12.6%0.003%
10/8/2025Financial Advisory Corp597,672$45.85M6.8%-6.6%0.424%
10/8/2025Sincerus Advisory LLC27,694$2.13M1.8%+8.5%0.020%
10/8/2025Partnership Wealth Management LLC37,429$2.87M2.2%-6.9%0.027%
10/7/2025 Montecito Bank & Trust5,897$452K0.1%N/A0.004%
10/7/2025 New Covenant Trust Company N.A.2,650$203K0.2%-7.1%0.002%
10/7/2025 McLean Asset Management Corp15,430$1.20M0.2%-22.6%0.011%
10/7/2025 Acropolis Investment Management LLC40,169$2.92M0.1%+2.3%0.028%
10/3/2025 KFA Private Wealth Group LLC4,384$336K0.1%-6.0%0.003%
10/2/2025 GAMMA Investing LLC1,964$151K0.0%+49.6%0.001%
10/2/2025 Investors Research Corp72,881$5.59M1.0%-14.8%0.052%
9/26/2025Corient Private Wealth LLC388,117$28.21M0.0%-43.5%0.275%
9/19/2025Watts Gwilliam & Co. LLC4,786$369K0.1%-28.5%0.003%
9/12/2025Valeo Financial Advisors LLC6,198$450K0.0%+17.7%0.004%
9/4/2025Osaic Holdings Inc.166,193$12.09M0.0%+5.9%0.118%
8/26/2025Thrivent Financial for Lutherans2,932$213K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC30,100$2.18M0.0%+0.5%0.021%
8/18/2025Geneos Wealth Management Inc.15,795$1.15M0.0%+5.5%0.011%
8/15/2025Corient Private Wealth LLC499,374$36.30M0.0%-27.3%0.354%
8/15/2025Equitable Holdings Inc.114,732$8.34M0.1%-57.2%0.081%
8/15/2025State of Tennessee Department of Treasury637,648$46.34M0.2%-6.6%0.452%
8/15/2025Captrust Financial Advisors157,557$11.45M0.0%+0.6%0.112%
8/15/2025Keel Point LLC20,410$1.48M0.1%+48.4%0.014%
8/15/2025Two Sigma Securities LLC5,658$411K0.1%-74.5%0.004%
8/15/2025Smartleaf Asset Management LLC4,263$309K0.0%+15.4%0.003%
8/15/2025MML Investors Services LLC70,399$5.12M0.0%-2.6%0.050%
8/15/2025Modern Wealth Management LLC2,836$206K0.0%-21.0%0.002%
8/15/2025IHT Wealth Management LLC32,775$2.38M0.1%-5.0%0.023%
8/15/2025EP Wealth Advisors LLC16,246$1.18M0.0%+19.1%0.012%
8/15/2025Curi Capital LLC44,099$3.21M0.1%+224.2%0.031%
8/15/2025BNP Paribas Financial Markets8,500$618K0.0%+94,344.4%0.006%
8/15/2025Bank of America Corp DE2,005,470$145.76M0.0%+5.0%1.420%
8/15/2025Ameriprise Financial Inc.111,756$8.15M0.0%-3.8%0.079%
8/14/2025First Citizens Asset Management Inc.24,520$1.78M0.7%-22.7%0.017%
8/14/2025Jane Street Group LLC666,807$48.46M0.0%+166.7%0.472%
8/14/2025Sentinel Wealth Management Inc.6,426$467K0.4%N/A0.005%
8/14/2025Raymond James Financial Inc.282,208$20.51M0.0%-17.4%0.200%
8/14/2025Betterment LLC10,234$744K0.0%+4.7%0.007%
8/14/2025Quantinno Capital Management LP10,060$731K0.0%+29.5%0.007%
8/14/2025Diversify Wealth Management LLC3,039$228K0.0%-7.3%0.002%
8/14/2025Becker Capital Management Inc.6,584$479K0.0%-17.0%0.005%
8/14/2025Sei Investments Co.45,378$3.30M0.0%-18.1%0.032%
8/14/2025Qube Research & Technologies Ltd31,948$2.32M0.0%+10,074.5%0.023%
8/14/2025SVB Wealth LLC63,899$4.64M0.2%N/A0.045%
8/14/2025Baker Avenue Asset Management LP472,743$34.36M1.0%+7.9%0.335%
8/14/2025Cerity Partners LLC28,041$2.04M0.0%+29.3%0.020%
8/13/2025Vance Wealth LLC31,878$2.32M0.8%-6.7%0.023%
8/13/2025SageView Advisory Group LLC21,900$1.61M0.1%+12.5%0.016%
8/13/2025Flow Traders U.S. LLC347,919$25.29M0.9%+658.6%0.246%
8/13/2025Cresset Asset Management LLC27,933$2.03M0.0%+8.1%0.020%
8/13/2025Strategic Family Wealth Counselors L.L.C.24,388$1.77M0.5%-1.0%0.017%
8/13/2025SCS Capital Management LLC19,949$1.45M0.0%-2.6%0.014%
8/13/2025Baird Financial Group Inc.122,382$8.90M0.0%+1.2%0.087%
8/13/2025Parkworth Wealth Management Inc.17,861$1.30M0.9%+1.5%0.013%
8/13/2025EverSource Wealth Advisors LLC498$36K0.0%-57.0%0.000%
8/13/2025Invesco Ltd.10,401$756K0.0%-7.6%0.007%
8/13/2025Peloton Wealth Strategists28,498$2.07M0.8%-10.4%0.020%
8/13/2025Nicolet Bankshares Inc.5,092$370K0.1%+34.6%0.004%
8/13/2025RPg Family Wealth Advisory LLC21,861$1.59M0.4%-3.2%0.015%
8/13/2025River Wealth Advisors LLC4,074$296K0.0%-10.7%0.003%
8/13/2025Beacon Pointe Advisors LLC20,918$1.52M0.0%-3.2%0.015%
8/13/2025M&T Bank Corp137,224$9.97M0.0%+0.2%0.097%
8/13/2025ARK & TLK Investments LLC7,195$523K0.2%-4.9%0.005%
8/13/2025Fisher Asset Management LLC3,520$256K0.0%N/A0.002%
8/13/2025Lido Advisors LLC150,227$10.92M0.0%+1,107.0%0.106%
8/13/2025Martin & Co. Inc. TN45,008$3.27M0.6%-1.4%0.032%
8/13/2025First National Advisers LLC2,800$204K0.0%N/A0.002%
8/13/2025Northwestern Mutual Wealth Management Co.591,062$42.96M0.0%+1.4%0.419%
8/13/2025Quadrant Capital Group LLC40,684$2.96M0.1%-85.2%0.029%
8/13/2025Choreo LLC349,443$25.40M0.3%-4.9%0.247%
8/12/2025J.W. Cole Advisors Inc.12,487$908K0.0%+4.0%0.009%
8/12/2025XTX Topco Ltd4,051$294K0.0%N/A0.003%
8/12/2025Steward Partners Investment Advisory LLC30,072$2.19M0.0%-1.8%0.021%
8/12/2025Global Retirement Partners LLC33,049$2.40M0.1%N/A0.023%
8/12/2025Coldstream Capital Management Inc.90,507$6.58M0.1%-77.6%0.064%
8/12/2025Shakespeare Wealth Management LLC289,426$21.04M5.6%-0.3%0.205%
8/12/2025American Century Companies Inc.16,241$1.18M0.0%+84.0%0.012%
8/12/2025Richard W. Paul & Associates LLC43,993$3.20M1.2%-0.9%0.031%
8/12/2025Franklin Resources Inc.378,469$27.51M0.0%-34.2%0.268%
8/12/2025MAI Capital Management340,341$24.74M0.2%+21.3%0.241%
8/12/2025JPMorgan Chase & Co.1,772,412$128.82M0.0%-54.4%1.255%
8/12/2025Archvest Wealth Advisors Inc.3,469$252K0.2%-4.8%0.002%
8/12/2025NorthStar Asset Management LLC NJ 65,759$4.78M1.3%+2.8%0.047%
8/12/2025NFP Retirement Inc.82,095$5.97M0.4%N/A0.058%
8/11/2025FSC Wealth Advisors LLC5,511$401K0.2%+5.2%0.004%
8/11/2025Wescott Financial Advisory Group LLC25,139$1.83M0.2%+0.7%0.018%
8/11/2025Shoker Investment Counsel Inc.136,975$9.96M3.1%+4.6%0.097%
8/11/2025Pinnacle Wealth Planning Services Inc.8,423$612K0.1%-4.8%0.006%
8/11/2025Foundation Wealth Management LLC PA48,344$3.51M1.5%-1.2%0.034%
8/8/2025Tortoise Investment Management LLC16,602$1.21M0.1%-3.2%0.012%
8/8/2025Rockefeller Capital Management L.P.17,151$1.25M0.0%+7.3%0.012%
8/8/2025Avantax Advisory Services Inc.741,134$53.87M0.3%+2.3%0.525%
8/8/2025Cetera Investment Advisers274,406$19.94M0.0%+13.8%0.194%
8/8/2025Creative Planning4,279,272$311.02M0.3%-4.9%3.031%
8/8/2025Empower Advisory Group LLC9,165$666K0.0%+41.4%0.006%
8/8/2025Beacon Harbor Wealth Advisors Inc.36,176$2.63M0.7%-11.6%0.026%
(Data available from 1/1/2016 forward)

SCZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCZ shares?

During the previous two years, 730 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.07B), Jones Financial Companies Lllp ($655.07M), Natixis Advisors L.P. ($400.44M), Creative Planning ($311.02M), FMR LLC ($271.85M), Morgan Stanley ($271.68M), and Matson Money. Inc. ($262.98M).Learn more on iShares MSCI EAFE Small-Cap ETF's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Small-Cap ETF's stock?

Of the 588 institutional investors that purchased iShares MSCI EAFE Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($21.10M), Brooklyn FI LLC ($4.84M), Jane Street Group LLC ($3.85M), JPMorgan Chase & Co. ($3.79M), FMR LLC ($1.86M), Bank of America Corp DE ($1.60M), and Natixis Advisors L.P. ($1.42M).

How much institutional buying is happening at iShares MSCI EAFE Small-Cap ETF?

Institutional investors have bought a total of 36,833,998 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

Which of iShares MSCI EAFE Small-Cap ETF's major shareholders have been selling company stock?

Of the 366 institutional investors that sold iShares MSCI EAFE Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.12M), FMR LLC ($1.71M), Modera Wealth Management LLC ($1.41M), PNC Financial Services Group Inc. ($1.08M), Envestnet Asset Management Inc. ($714.55K), Financiere des Professionnels Fonds d investissement inc. ($635.10K), and Corient Private Wealth LLC ($510.40K).

How much institutional selling is happening at iShares MSCI EAFE Small-Cap ETF?

Institutional investors have sold a total of 16,355,996 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NASDAQ:SCZ) was last updated on 10/9/2025 by MarketBeat.com Staff
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