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

iShares MSCI EAFE Small-Cap ETF logo
$83.48 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Number of
Institutional Buyers
(last 12 months)
387
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$978.01M
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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
7/2/2026 Collective Family Office LLC4,299$354K0.1%-4.0%0.002%
7/1/2026 Miller Global Investments LLC1,843$152K0.1%-16.2%0.001%
6/18/2026Western Wealth Management LLC2,132$167K0.0%N/A0.001%
6/15/2026J. R. Prunier Capital Management LLC5,354$420K0.2%-7.2%0.003%
6/3/2026Parallel Advisors LLC18,438$1.45M0.0%+74.8%0.011%
6/3/2026NewEdge Advisors LLC131,337$10.30M0.0%+7.2%0.077%
6/1/2026Dala Group LLC9,003$706K0.6%N/A0.005%
6/1/2026Keel Point LLC19,293$1.51M0.1%+7.5%0.011%
5/29/2026Mullaney Keating & Wright Inc.4,139$325K0.2%-4.2%0.002%
5/19/2026Western Wealth Management LLC2,132$167K0.0%N/A0.001%
5/19/2026Winnow Wealth LLC5,568$437K0.3%+42,730.8%0.003%
5/19/2026Bank of America Corp DE2,452,274$192.28M0.0%+35.3%1.429%
5/19/2026Arkadios Wealth Advisors14,961$1.17M0.0%+296.0%0.009%
5/18/2026Royal Bank of Canada143,446$11.25M0.0%-6.0%0.084%
5/16/2026Quantinno Capital Management LP14,683$1.15M0.0%-8.2%0.009%
5/15/2026Gateway Wealth Partners LLC5,057$396K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC77,682$6.09M0.0%-4.5%0.045%
5/14/2026Sentinel Advisory Group LLC3,307$259K0.1%N/A0.002%
5/14/2026Renaissance Technologies LLC74,467$5.84M0.0%+44.3%0.043%
5/14/2026FCA Corp TX59,496$4.67M1.3%-6.7%0.035%
5/14/2026Compound Planning Inc.21,160$1.66M0.1%+72.8%0.012%
5/14/2026Klingman & Associates LLC156,770$12.29M0.6%-0.6%0.091%
5/14/2026Modern Wealth Management LLC3,992$318K0.0%-7.8%0.002%
5/14/2026American Financial Advisors LLC31,068$2.44M0.3%-8.6%0.018%
5/14/2026Sei Investments Co.47,868$3.75M0.0%-34.5%0.028%
5/14/2026Lido Advisors LLC152,294$11.94M0.0%+368.3%0.089%
5/13/2026Cetera Investment Advisers1,131,350$88.71M0.1%+5.1%0.659%
5/13/2026Wealthspire Retirement LLC92,157$7.23M0.4%+5.3%0.054%
5/13/2026Clearwater Capital Advisors LLC60,698$4.76M0.4%-2.3%0.035%
5/13/2026Sachem Hill LLC111,144$8.72M1.7%-2.7%0.065%
5/13/2026Arvest Bank Trust Division313,649$24.59M1.3%-1.5%0.183%
5/13/2026First Citizens Bank & Trust Co.197,137$15.46M0.3%-2.1%0.115%
5/13/2026Alesco Advisors LLC An ESL Co143,111$11.22M0.3%-2.2%0.083%
5/8/2026PNC Financial Services Group Inc.496,916$38.96M0.0%-3.0%0.290%
5/8/2026Glenview Trust Co12,674$994K0.0%-4.5%0.007%
5/8/2026Cassaday & Co Wealth Management LLC1,258,490$98.68M2.1%-1.0%0.733%
5/8/2026Cutler Investment Counsel LLC8,057$632K0.1%-4.2%0.005%
5/7/2026Parallel Advisors LLC18,438$1.45M0.0%+74.8%0.011%
5/7/2026Windward Private Wealth Management Inc.8,475$665K0.2%-10.1%0.005%
5/6/2026Sterling Financial Planning Inc.16,559$1.30M0.4%-6.3%0.010%
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5/6/2026IMA Advisory Services Inc.225,289$17.65M1.7%+80.4%0.131%
5/6/2026Ceera Investments LLC3,475$272K0.1%+10.3%0.002%
5/6/2026Bartlett & CO. Wealth Management LLC34,731$2.87M0.0%-8.3%0.020%
5/6/2026Frontier Asset Management LLC129,905$10.19M2.1%+524.4%0.076%
5/6/2026Simon Quick Advisors LLC28,349$2.22M0.1%+2.4%0.017%
5/6/2026Modera Wealth Management LLC894,861$70.17M0.8%-2.3%0.521%
5/6/2026Assetmark Inc.1,637$128K0.0%+13.1%0.001%
5/6/2026Angeles Wealth Management LLC463$36K0.0%+97.0%0.000%
5/6/2026Financiere des Professionnels Fonds d investissement inc.61,500$4.82M0.3%-60.8%0.036%
5/6/2026Bessemer Group Inc.107,625$8.44M0.0%+7.1%0.063%
5/6/2026Allspring Global Investments Holdings LLC3,795$299K0.0%-97.2%0.002%
5/6/2026Independent Financial Group LLC4,380$343K0.0%N/A0.003%
5/5/2026Financial Harvest LLC7,534$591K0.3%-2.9%0.004%
5/5/2026D.A. Davidson & CO.33,916$2.66M0.0%-1.6%0.020%
5/5/2026Bank of New York Mellon Corp3,174,657$248.93M0.0%+0.7%1.850%
5/5/2026Geneos Wealth Management Inc.19,837$1.56M0.0%+20.0%0.012%
5/5/2026Sanctuary Advisors LLC13,599$1.07M0.0%+12.6%0.008%
5/5/2026Checchi Capital Advisers LLC169,123$13.26M0.7%-8.3%0.099%
5/4/2026Retirement Planning Group LLC6,838$536K0.0%-23.5%0.004%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management19,584$1.54M0.0%-3.2%0.011%
5/4/2026Bryn Mawr Trust Advisors LLC230,756$18.09M0.9%+15.5%0.134%
5/4/2026Bleakley Financial Group LLC100,329$7.87M0.1%+1.7%0.058%
5/4/2026Uptick Partners LLC4,502$353K0.1%-18.2%0.003%
5/4/2026Procyon Advisors LLC8,709$683K0.0%-8.0%0.005%
5/2/2026Strategic Wealth Advisors LLC39,496$3.10M2.5%-2.7%0.023%
5/2/2026Diversify Wealth Management LLC3,313$271K0.0%+8.4%0.002%
5/1/2026Ferguson Wellman Capital Management Inc.18,638$1.46M0.0%N/A0.011%
5/1/2026Citizens Financial Group Inc. RI27,579$2.16M0.0%-3.5%0.016%
5/1/2026Fifth Third Bancorp302,862$23.75M0.0%+36.7%0.176%
5/1/2026Droms Strauss Advisors Inc. MO ADV32,151$2.52M0.7%-6.7%0.019%
5/1/2026Simplicity Wealth LLC5,776$453K0.0%-5.7%0.003%
5/1/2026Beacon Harbor Wealth Advisors Inc.38,958$3.06M0.6%+2.3%0.023%
5/1/2026Sequoia Financial Advisors LLC175,414$13.75M0.1%-6.2%0.102%
5/1/2026DMC Group LLC9,370$735K0.5%+14.2%0.005%
4/30/2026First Horizon Corp7,074$555K0.0%-21.5%0.004%
4/30/2026Kestra Advisory Services LLC33,989$2.67M0.0%+8.8%0.020%
4/30/2026Beam Wealth Advisors Inc.41,567$3.26M0.8%+8.5%0.024%
4/30/2026CFS Investment Advisory Services LLC3,777$322K0.0%-3.2%0.002%
4/30/2026First Interstate Bank5,660$444K0.0%+15.3%0.003%
4/30/2026Efficient Advisors LLC18,583$1.46M0.1%-8.7%0.011%
4/29/2026Bank of Stockton89,429$7.01M2.2%-5.1%0.052%
4/29/2026Integrated Advisors Network LLC5,371$421K0.0%-2.5%0.003%
4/28/2026Walkner Condon Financial Advisors LLC17,231$1.35M0.2%+9.2%0.010%
4/28/2026Tanglewood Legacy Advisors LLC1,615$127K0.0%N/A0.001%
4/28/2026Meramec Financial Planners LLC15,090$1.28M0.5%-10.2%0.009%
4/27/2026BIP Wealth LLC30,625$2.40M0.1%-10.5%0.018%
4/27/2026World Investment Advisors50,087$3.93M0.1%-9.2%0.029%
4/27/2026Private Advisor Group LLC58,875$4.62M0.0%-8.4%0.034%
4/27/2026Y Intercept Hong Kong Ltd12,414$973K0.0%+35.4%0.007%
4/27/2026Sound Income Strategies LLC667$53K0.0%-17.8%0.000%
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4/25/2026Keybank National Association OH11,810$926K0.0%+8.5%0.007%
4/25/2026Stevens Capital Partners5,575$437K0.1%N/A0.003%
4/25/2026Physician Wealth Advisors Inc.13,044$1.02M0.1%-2.7%0.008%
4/25/2026rebel Financial LLC45,174$3.54M1.5%-4.1%0.026%
4/24/2026Root Financial Partners LLC1,221$96K0.0%+2,554.3%0.001%
4/24/2026Bestgate Wealth Advisors LLC4,160$326K0.6%-15.0%0.002%
4/23/2026Granite Harbor Advisors Inc.2,761$216K0.1%-6.1%0.002%
4/23/2026SJS Investment Consulting Inc.2,782$218K0.0%+22.0%0.002%
4/23/2026Forum Financial Management LP9,107$714K0.0%-9.0%0.005%
4/23/2026Fairway Wealth LLC428$34K0.0%N/A0.000%


SCZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 729 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.21B), Jones Financial Companies Lllp ($655.07M), Creative Planning ($318.06M), State of New Jersey Common Pension Fund D ($284.08M), FMR LLC ($271.85M), Matson Money. Inc. ($262.98M), and Bank of New York Mellon Corp ($248.93M).Learn more on iShares MSCI EAFE Small-Cap ETF's institutional investors.

Of the 585 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 ($16.82M), Brooklyn FI LLC ($4.82M), Auto Owners Insurance Co ($4.06M), JPMorgan Chase & Co. ($3.80M), Bank of America Corp DE ($2.24M), Wellington Management Group LLP ($1.24M), and Jane Street Group LLC ($916.81K).

Institutional investors have bought a total of 20,815,691 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

Of the 356 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. ($2.58M), PNC Financial Services Group Inc. ($940.03K), Financiere des Professionnels Fonds d investissement inc. ($815.50K), Envestnet Asset Management Inc. ($652.26K), Franklin Resources Inc. ($495.46K), Corient Private Wealth LLC ($486.61K), and UBS Group AG ($430.87K).

Institutional investors have sold a total of 13,087,332 shares in the last 24 months. This volume of shares sold represents approximately $978.01M in transactions.


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This page (NASDAQ:SCZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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