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

$63.72

+0.94 (+1.50%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 338
Total Institutional Inflows (last 12 months): $1.13B

Number of Institutional Sellers (last 12 months): 310
Total Institutional Outflows (last 12 months): $842.57M

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SCZ Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Breakwater Capital Group	19,356	$1.19M	0.3%	+22.3%	0.013%
7/26/2024	Checchi Capital Advisers LLC	197,714	$12.19M	0.6%	+0.8%	0.132%
7/26/2024	Financial Connections Group Inc.	455	$28K	0.0%	+145.9%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	13,849	$854K	0.1%	+2.1%	0.009%
7/26/2024	Atomi Financial Group Inc.	8,653	$533K	0.0%	-35.7%	0.006%
7/26/2024	Integrity Wealth Solutions LLC	13,523	$834K	0.5%	-24.4%	0.009%
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7/26/2024	Granite Harbor Advisors Inc.	3,270	$202K	0.1%	-5.3%	0.002%
7/26/2024	Latitude Advisors LLC	6,632	$409K	0.2%	-5.5%	0.004%
7/26/2024	My Personal CFO LLC	68,518	$4.22M	2.3%	+7.8%	0.046%
7/26/2024	Schoolcraft Capital LLC	143,296	$8.83M	1.9%	+8.6%	0.095%
7/26/2024	Signature Estate & Investment Advisors LLC	6,575	$405K	0.0%	N/A	0.004%
7/26/2024	Allspring Global Investments Holdings LLC	66,997	$4.13M	0.0%	N/A	0.045%
7/26/2024	Bank of New York Mellon Corp	3,815,519	$235.19M	0.0%	-7.2%	2.540%
7/26/2024	Catalyst Financial Partners LLC	62,414	$3.85M	0.8%	+312.4%	0.042%
7/25/2024	Wooster Corthell Wealth Management Inc.	12,299	$758K	0.2%	-1.7%	0.008%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	88,677	$5.47M	0.6%	+1.9%	0.059%
7/25/2024	Bank of Stockton	96,531	$5.95M	1.9%	+1.1%	0.064%
7/24/2024	McAdam LLC	26,339	$1.62M	0.1%	-2.3%	0.018%
7/24/2024	Family Firm Inc.	24,298	$1.50M	0.2%	+1.5%	0.016%
7/24/2024	American Financial Advisors LLC	129,015	$7.95M	1.1%	-37.9%	0.086%
7/24/2024	Sound Stewardship LLC	119,287	$7.35M	4.5%	+1.4%	0.079%
7/24/2024	Goldstein Advisors LLC	60,074	$3.70M	0.6%	+5.7%	0.040%
7/24/2024	&PARTNERS	21,999	$1.36M	0.1%	+17.9%	0.015%
7/23/2024	Financial Synergies Wealth Advisors Inc.	8,916	$550K	0.1%	-19.1%	0.006%
7/23/2024	Richard W. Paul & Associates LLC	42,330	$2.61M	1.0%	+6.7%	0.028%
7/23/2024	Bear Mountain Capital Inc.	291,618	$18.83M	7.7%	+0.4%	0.194%
7/23/2024	Windward Private Wealth Management Inc.	16,236	$1.00M	0.4%	-3.5%	0.011%
7/23/2024	Fifth Third Wealth Advisors LLC	27,637	$1.70M	0.1%	-6.6%	0.018%
7/22/2024	Atria Wealth Solutions Inc.	16,443	$1.01M	0.0%	-17.3%	0.011%
7/22/2024	Fifth Third Bancorp	291,522	$17.97M	0.1%	-3.3%	0.194%
7/22/2024	RTD Financial Advisors Inc.	152,367	$9.39M	1.3%	+3.5%	0.101%
7/22/2024	Matson Money. Inc.	4,266,380	$262.98M	8.7%	+3.1%	2.840%
7/22/2024	LongView Wealth Management	12,929	$797K	0.3%	+3.9%	0.009%
7/20/2024	First Citizens Bank & Trust Co.	211,330	$13.03M	0.2%	+4.8%	0.141%
7/20/2024	Brand Asset Management Group Inc.	306,150	$18.87M	8.0%	+2.8%	0.204%
7/19/2024	Central Bank & Trust Co.	31,319	$1.93M	0.3%	-25.4%	0.021%
7/19/2024	MONECO Advisors LLC	3,829	$236K	0.0%	-63.8%	0.003%
7/19/2024	Western Wealth Management LLC	4,075	$251K	0.0%	-29.3%	0.003%
7/19/2024	Raymond James & Associates	87,520	$5.40M	0.0%	-7.6%	0.058%
7/18/2024	Pure Financial Advisors LLC	174,004	$10.73M	0.3%	-2.6%	0.116%
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7/18/2024	Miracle Mile Advisors LLC	42,555	$2.62M	0.1%	-2.2%	0.028%
7/17/2024	Rockingstone Advisors LLC	6,650	$410K	0.2%	-70.9%	0.004%
7/17/2024	Physician Wealth Advisors Inc.	21,922	$1.42M	0.3%	-6.2%	0.015%
7/17/2024	FSC Wealth Advisors LLC	2,328	$143K	0.1%	+92.2%	0.002%
7/17/2024	Galvin Gaustad & Stein LLC	3,272	$202K	0.0%	-14.9%	0.002%
7/17/2024	James J. Burns & Company LLC	26,927	$1.66M	0.3%	+91.9%	0.018%
7/16/2024	Envestnet Portfolio Solutions Inc.	306,613	$18.90M	0.1%	+1.6%	0.204%
7/16/2024	Falcon Wealth Planning	122,641	$7.56M	1.0%	-22.8%	0.082%
7/16/2024	Wealth Enhancement Advisory Services LLC	142,637	$8.79M	0.0%	-4.3%	0.095%
7/16/2024	Maia Wealth LLC	3,703	$238K	0.1%	N/A	0.002%
7/16/2024	Aspect Partners LLC	174,579	$10.76M	6.4%	+1,184.0%	0.116%
7/16/2024	Sequoia Financial Advisors LLC	8,977	$553K	0.0%	-10.7%	0.006%
7/15/2024	Dynamic Advisor Solutions LLC	38,228	$2.36M	0.1%	+10.7%	0.025%
7/13/2024	Pioneer Wealth Management Group	4,375	$270K	0.1%	-30.6%	0.003%
7/13/2024	Austin Private Wealth LLC	180,546	$11.13M	1.2%	-5.8%	0.120%
7/13/2024	Compass Ion Advisors LLC	5,913	$374K	0.1%	+3.4%	0.004%
7/13/2024	Cornerstone Wealth Advisors Inc.	7,330	$452K	0.1%	-2.8%	0.005%
7/12/2024	Williams & Novak LLC	13,606	$839K	0.8%	-24.2%	0.009%
7/12/2024	FSM Wealth Advisors LLC	96,710	$5.96M	2.0%	+10.1%	0.064%
7/12/2024	Omega Financial Group LLC	116,813	$7.20M	2.9%	+6.0%	0.078%
7/12/2024	Hexagon Capital Partners LLC	1,764	$109K	0.0%	+39.7%	0.001%
7/12/2024	Wolff Wiese Magana LLC	803	$49K	0.0%	N/A	0.001%
7/12/2024	Sax Wealth Advisors LLC	15,472	$954K	0.1%	+7.1%	0.010%
7/12/2024	Annex Advisory Services LLC	6,524	$402K	0.0%	-40.4%	0.004%
7/12/2024	McLean Asset Management Corp	21,407	$1.35M	0.4%	+45.0%	0.014%
7/11/2024	Lwmg LLC	78,543	$4.84M	1.0%	+12.8%	0.052%
7/10/2024	Valeo Financial Advisors LLC	5,668	$349K	0.0%	+8.2%	0.004%
7/10/2024	Simplicity Wealth LLC	67,912	$4.19M	0.1%	+15.8%	0.045%
7/10/2024	CWM LLC	10,697	$659K	0.0%	-6.6%	0.007%
7/9/2024	Park Avenue Securities LLC	31,899	$1.97M	0.0%	+7.0%	0.021%
7/9/2024	Mather Group LLC.	10,330	$654K	0.0%	-2.6%	0.007%
7/8/2024	Quent Capital LLC	85,743	$5.29M	0.6%	-1.2%	0.057%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	412	$25K	0.0%	N/A	0.000%
7/3/2024	Partnership Wealth Management LLC	6,413	$395K	0.3%	-9.3%	0.004%
7/2/2024	Park Place Capital Corp	2,837	$175K	0.1%	-81.4%	0.002%
6/28/2024	Quent Capital LLC	86,748	$5.49M	0.6%	-8.1%	0.058%
6/11/2024	EverSource Wealth Advisors LLC	630	$39K	0.0%	+2,000.0%	0.000%
6/5/2024	Objective Capital Management LLC	7,476	$473K	0.3%	-9.1%	0.005%
5/24/2024	Cetera Advisors LLC	11,550	$731K	0.0%	+70.0%	0.008%
5/24/2024	Cetera Investment Advisers	195,940	$12.41M	0.0%	+127.2%	0.130%
5/17/2024	Aspect Partners LLC	13,596	$861K	0.7%	+5.4%	0.009%
5/17/2024	Citizens Financial Group Inc. RI	38,970	$2.47M	0.1%	-3.3%	0.026%
5/17/2024	First Citizens Asset Management Inc.	58,598	$3.71M	1.1%	-32.5%	0.039%
5/17/2024	William Howard & Co Financial Advisors Inc	11,862	$752K	0.7%	N/A	0.008%
5/17/2024	Comerica Bank	66,579	$4.22M	0.0%	-19.3%	0.044%
5/17/2024	Hancock Whitney Corp	48,170	$3.05M	0.1%	+4.8%	0.032%
5/16/2024	Jane Street Group LLC	4,009,048	$253.89M	0.1%	+271.7%	2.666%
5/16/2024	Waverly Advisors LLC	156,251	$9.90M	0.2%	-8.5%	0.104%
5/15/2024	Ascent Group LLC	3,190	$202K	0.0%	-7.8%	0.002%
5/15/2024	SVB Wealth LLC	94,180	$5.96M	0.1%	+8.5%	0.063%
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5/15/2024	Flow Traders U.S. LLC	292,719	$18.54M	1.0%	+108.6%	0.195%
5/14/2024	Biltmore Family Office LLC	8,557	$542K	0.1%	-12.5%	0.006%
5/14/2024	EP Wealth Advisors LLC	5,271	$334K	0.0%	-3.1%	0.004%
5/14/2024	OLD Mission Capital LLC	334,651	$21.19M	0.4%	+194.0%	0.223%
5/14/2024	Sax Wealth Advisors LLC	14,449	$915K	0.1%	-2.9%	0.010%
5/14/2024	Crewe Advisors LLC	32,296	$2.05M	0.2%	+7.5%	0.021%
5/14/2024	Lake Street Advisors Group LLC	617,513	$39.11M	1.8%	-19.2%	0.411%
5/13/2024	Bessemer Group Inc.	80,300	$5.09M	0.0%	-4.1%	0.053%
5/13/2024	Shakespeare Wealth Management LLC	342,491	$21.69M	6.2%	+5.1%	0.228%
5/13/2024	O Shaughnessy Asset Management LLC	19,913	$1.26M	0.0%	+15.1%	0.013%

(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, 696 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($228.55B), Natixis Advisors L.P. ($400.44M), Whalerock Point Partners LLC ($326.83M), Creative Planning ($319.96M), TIAA Trust National Association ($316.04M), Morgan Stanley ($271.68M), and Matson Money. Inc. ($262.98M).Learn more on SCZ's institutional investors.
Which institutional investors have been buying iShares MSCI EAFE Small-Cap ETF stock?: Of the 578 institutional investors that purchased iShares MSCI EAFE Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($4.99M), Jane Street Group LLC ($2.93M), BlackRock Inc. ($1.79M), Natixis Advisors L.P. ($1.61M), FMR LLC ($1.09M), Kabouter Management LLC ($1.02M), and Modera Wealth Management LLC ($932.54K).
How much institutional buying is happening at iShares MSCI EAFE Small-Cap ETF?: Institutional investors have bought a total of 36,362,890 shares in the last 24 months. This purchase volume represents approximately $2.97B in transactions.

Which iShares MSCI EAFE Small-Cap ETF major shareholders have been selling company stock?: Of the 465 institutional investors that sold iShares MSCI EAFE Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($9.25M), TIAA FSB ($7.28M), Jane Street Group LLC ($3.24M), Kabouter Management LLC ($2.30M), FMR LLC ($1.32M), Envestnet Asset Management Inc. ($999.10K), and Wellington Management Group LLP ($776.10K).
How much institutional selling is happening at iShares MSCI EAFE Small-Cap ETF?: Institutional investors have sold a total of 40,176,608 shares in the last 24 months. This volume of shares sold represents approximately $3.60B in transactions.