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

iShares MSCI EAFE Small-Cap ETF logo
$75.32 +0.17 (+0.23%)
Closing price 08/13/2025 04:00 PM Eastern
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$74.44 -0.88 (-1.17%)
As of 04:52 AM 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)
422
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
363
Total
Institutional Outflows
(last 12 months)
$1.06B
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SCZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/12/2025 J.W. Cole Advisors Inc.12,487$908K0.0%+4.0%0.009%
8/12/2025 XTX Topco Ltd4,051$294K0.0%N/A0.003%
8/12/2025 Steward Partners Investment Advisory LLC30,072$2.19M0.0%-1.8%0.021%
8/12/2025 Global Retirement Partners LLC33,049$2.40M0.1%N/A0.023%
8/12/2025 Coldstream Capital Management Inc.90,507$6.58M0.1%-77.6%0.064%
8/12/2025 Shakespeare Wealth Management LLC289,426$21.04M5.6%-0.3%0.205%
8/12/2025 American Century Companies Inc.16,241$1.18M0.0%+84.0%0.012%
8/12/2025 Richard W. Paul & Associates LLC43,993$3.20M1.2%-0.9%0.031%
8/12/2025 Franklin Resources Inc.378,469$27.51M0.0%-34.2%0.268%
8/12/2025 MAI Capital Management340,341$24.74M0.2%+21.3%0.241%
8/12/2025 JPMorgan Chase & Co.1,772,412$128.82M0.0%-54.4%1.255%
8/12/2025 Archvest Wealth Advisors Inc.3,469$252K0.2%-4.8%0.002%
8/12/2025 NorthStar Asset Management LLC NJ 65,759$4.78M1.3%+2.8%0.047%
8/12/2025 NFP Retirement Inc.82,095$5.97M0.4%N/A0.058%
8/11/2025 FSC Wealth Advisors LLC5,511$401K0.2%+5.2%0.004%
8/11/2025 Wescott Financial Advisory Group LLC25,139$1.83M0.2%+0.7%0.018%
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8/11/2025 Shoker Investment Counsel Inc.136,975$9.96M3.1%+4.6%0.097%
8/11/2025 Pinnacle Wealth Planning Services Inc.8,423$612K0.1%-4.8%0.006%
8/11/2025 Foundation Wealth Management LLC PA48,344$3.51M1.5%-1.2%0.034%
8/8/2025 Tortoise Investment Management LLC16,602$1.21M0.1%-3.2%0.012%
8/8/2025 Rockefeller Capital Management L.P.17,151$1.25M0.0%+7.3%0.012%
8/8/2025 Avantax Advisory Services Inc.741,134$53.87M0.3%+2.3%0.525%
8/8/2025 Cetera Investment Advisers274,406$19.94M0.0%+13.8%0.194%
8/8/2025 Creative Planning4,279,272$311.02M0.3%-4.9%3.031%
8/8/2025 Empower Advisory Group LLC9,165$666K0.0%+41.4%0.006%
8/8/2025 Beacon Harbor Wealth Advisors Inc.36,176$2.63M0.7%-11.6%0.026%
8/8/2025 Wrapmanager Inc.3,256$237K0.1%-8.0%0.002%
8/8/2025 Family Firm Inc.23,841$1.73M0.4%-4.0%0.017%
8/8/2025 Omega Financial Group LLC139,650$10.15M3.6%+0.5%0.099%
8/8/2025 Arvest Bank Trust Division332,173$24.14M1.4%-1.2%0.235%
8/8/2025 PNC Financial Services Group Inc.610,968$44.41M0.0%-57.5%0.433%
8/8/2025 Brickley Wealth Management6,421$467K0.1%-2.3%0.005%
8/8/2025 IMA Advisory Services Inc.136,400$9.90M1.1%+0.5%0.097%
8/7/2025 Cascade Financial Partners LLC64,067$4.66M0.6%+2.0%0.045%
8/7/2025 CENTRAL TRUST Co985$72K0.0%+15.9%0.001%
8/7/2025 Nwam LLC4,190$304K0.0%+25.6%0.003%
8/7/2025 Samalin Investment Counsel LLC5,094$370K0.1%+6.9%0.004%
8/7/2025 Vise Technologies Inc.39,787$2.89M0.1%N/A0.028%
8/7/2025 Mosaic Financial Group LLC3,077$224K0.2%N/A0.002%
8/7/2025 Allworth Financial LP68,491$4.98M0.0%-2.2%0.049%
8/7/2025 Fonville Wealth Management LLC101,592$7.38M1.9%+8.1%0.072%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC44,137$3.21M0.3%-3.9%0.031%
8/7/2025 Future Fund LLC27,273$1.98M0.9%N/A0.019%
8/7/2025 Midwest Trust Co19,556$1.42M0.0%N/A0.014%
8/7/2025 FDx Advisors Inc.20,664$1.50M0.5%-6.3%0.015%
8/7/2025 Efficient Advisors LLC24,174$1.76M0.1%-14.1%0.017%
8/7/2025 Acadian Asset Management LLC66,479$4.83M0.0%+0.4%0.047%
8/7/2025 Parkside Financial Bank & Trust65,168$4.74M0.5%+11.5%0.046%
8/7/2025 WESCAP Management Group Inc.131,143$9.53M2.2%+0.5%0.093%
8/6/2025 Prospera Financial Services Inc6,424$467K0.0%-3.5%0.005%
8/6/2025 RWA Wealth Partners LLC88,189$6.41M0.1%+155.3%0.062%
8/6/2025 CM Wealth Advisors LLC6,141$446K0.1%+36.2%0.004%
8/6/2025 Rialto Wealth Management LLC33,758$2.45M0.7%-3.6%0.024%
8/6/2025 Aspect Partners LLC235,549$17.12M8.4%+5,391.9%0.167%
8/6/2025 Sterling Capital Management LLC127,532$9.27M0.1%-9.2%0.090%
8/6/2025 Reston Wealth Management LLC30,772$2.24M0.8%+3.7%0.022%
8/6/2025 Walkner Condon Financial Advisors LLC15,309$1.11M0.2%+4.0%0.011%
8/6/2025 Bryn Mawr Trust Advisors LLC127,749$9.29M0.5%+11.1%0.090%
8/6/2025 Maltin Wealth Management Inc.3,335$242K0.1%N/A0.002%
8/6/2025 Savant Capital LLC215,453$15.66M0.1%+4.1%0.153%
8/6/2025 Modera Wealth Management LLC1,013,737$73.68M0.9%-15.4%0.718%
8/6/2025 Washington Trust Bank51,749$3.76M0.3%-26.5%0.037%
8/6/2025 Atlantic Union Bankshares Corp1,559$113K0.0%N/A0.001%
8/6/2025 First Horizon Advisors Inc.9,414$684K0.0%-1.8%0.007%
8/5/2025 Beckerman Institutional LLC4,026$293K0.2%-11.7%0.003%
8/5/2025 Integrity Wealth Solutions LLC7,926$576K0.3%+2.0%0.006%
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8/5/2025 Mason Investment Advisory Services Inc.13,753$1M0.1%+1.5%0.010%
8/5/2025 Cassaday & Co Wealth Management LLC1,262,636$91.77M2.3%+17.0%0.894%
8/5/2025 Pointe Capital Management LLC32,497$2.36M1.2%+2.0%0.023%
8/5/2025 Elyxium Wealth LLC20,295$1.48M0.6%-28.1%0.014%
8/5/2025 Key Financial Inc3,504$255K0.1%-5.7%0.002%
8/5/2025 Bank of New York Mellon Corp3,243,879$235.77M0.0%-6.1%2.297%
8/5/2025 Bank of Montreal Can689,001$50.08M0.0%+2.5%0.488%
8/5/2025 Sigma Planning Corp4,716$343K0.0%N/A0.003%
8/5/2025 LTG Capital LLC70,166$5.10M4.4%-0.8%0.050%
8/5/2025 Mission Wealth Management LP205,491$14.94M0.3%+3.4%0.146%
(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, 727 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 586 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), JPMorgan Chase & Co. ($3.79M), Jane Street Group LLC ($3.43M), FMR LLC ($1.86M), Bank of America Corp DE ($1.50M), 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 36,371,892 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

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

Of the 363 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 Creative Planning ($455.95K).

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

Institutional investors have sold a total of 15,645,870 shares in the last 24 months. This volume of shares sold represents approximately $1.06B in transactions.



This page (NASDAQ:SCZ) was last updated on 8/14/2025 by MarketBeat.com Staff
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