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

-0.48 (-0.77%)
(As of 03:44 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
6/11/2024 EverSource Wealth Advisors LLC630$39K0.0%+2,000.0%0.000%
6/5/2024 Objective Capital Management LLC7,476$473K0.3%-9.1%0.005%
5/24/2024 Cetera Advisors LLC11,550$731K0.0%+70.0%0.008%
5/24/2024 Cetera Investment Advisers195,940$12.41M0.0%+127.2%0.130%
5/17/2024 Aspect Partners LLC13,596$861K0.7%+5.4%0.009%
5/17/2024 Citizens Financial Group Inc. RI38,970$2.47M0.1%-3.3%0.026%
5/17/2024 First Citizens Asset Management Inc.58,598$3.71M1.1%-32.5%0.039%
5/17/2024 William Howard & Co Financial Advisors Inc11,862$752K0.7%N/A0.008%
5/17/2024 Comerica Bank66,579$4.22M0.0%-19.3%0.044%
5/17/2024 Hancock Whitney Corp48,170$3.05M0.1%+4.8%0.032%
5/16/2024 Jane Street Group LLC4,009,048$253.89M0.1%+271.7%2.666%
5/16/2024 Waverly Advisors LLC156,251$9.90M0.2%-8.5%0.104%
5/15/2024 Ascent Group LLC3,190$202K0.0%-7.8%0.002%
5/15/2024 SVB Wealth LLC94,180$5.96M0.1%+8.5%0.063%
5/15/2024 Flow Traders U.S. LLC292,719$18.54M1.0%+108.6%0.195%
5/14/2024 Biltmore Family Office LLC8,557$542K0.1%-12.5%0.006%
5/14/2024 EP Wealth Advisors LLC5,271$334K0.0%-3.1%0.004%
5/14/2024 OLD Mission Capital LLC334,651$21.19M0.4%+194.0%0.223%
5/14/2024 Sax Wealth Advisors LLC14,449$915K0.1%-2.9%0.010%
5/14/2024 Crewe Advisors LLC32,296$2.05M0.2%+7.5%0.021%
5/14/2024 Lake Street Advisors Group LLC617,513$39.11M1.8%-19.2%0.411%
5/13/2024 Bessemer Group Inc.80,300$5.09M0.0%-4.1%0.053%
5/13/2024 Shakespeare Wealth Management LLC342,491$21.69M6.2%+5.1%0.228%
5/13/2024 O Shaughnessy Asset Management LLC19,913$1.26M0.0%+15.1%0.013%
5/13/2024 Rockport Wealth LLC39,650$2.51M0.9%N/A0.026%
5/11/2024 Beaumont Financial Advisors LLC4,949$313K0.0%+12.2%0.003%
5/11/2024 Catalytic Wealth RIA LLC4,031$255K0.1%N/A0.003%
5/10/2024 Osaic Holdings Inc.251,282$15.92M0.0%-12.0%0.167%
5/10/2024 Acadian Asset Management LLC77,200$4.89M0.0%+93.7%0.051%
5/10/2024 TIAA Trust National Association4,990,351$316.04M1.0%+19.0%3.318%
5/10/2024 Alera Investment Advisors LLC10,922$692K0.1%-5.0%0.007%
5/10/2024 Nicolet Advisory Services LLC28,553$1.81M0.2%-2.4%0.019%
5/10/2024 Kabouter Management LLC141,932$8.99M37.9%-80.4%0.094%
5/10/2024 TCTC Holdings LLC659$42K0.0%N/A0.000%
5/10/2024 Nwam LLC8,428$534K0.0%-19.5%0.006%
5/10/2024 Reston Wealth Management LLC29,399$1.86M0.8%-7.1%0.020%
5/9/2024 Brighton Jones LLC116,676$7.39M0.3%-3.0%0.078%
5/9/2024 Private Portfolio Partners LLC105,992$6.71M1.4%+2.4%0.070%
5/9/2024 Kingsview Wealth Management LLC7,633$483K0.0%+2.1%0.005%
5/9/2024 Clearwater Capital Advisors LLC74,521$4.72M0.5%-1.4%0.050%
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5/9/2024 MB Generational Wealth LLC11,265$713K0.6%-34.8%0.007%
5/9/2024 Interchange Capital Partners LLC16,548$1.07M0.7%+12.3%0.011%
5/9/2024 Eagle Bay Advisors LLC1,426$90K0.1%-26.3%0.001%
5/9/2024 Endowment Wealth Management Inc.32,438$2.05M1.5%+12.2%0.022%
5/8/2024 Foundation Wealth Management LLC35,800$2.27M1.8%-7.4%0.024%
5/8/2024 MAI Capital Management222,278$14.08M0.1%+3.7%0.148%
5/8/2024 Bleakley Financial Group LLC58,666$3.72M0.1%+8.1%0.039%
5/8/2024 Avantax Advisory Services Inc.564,086$35.72M0.3%+6.5%0.375%
5/8/2024 US Bancorp DE110,755$7.01M0.0%-0.5%0.074%
5/8/2024 Russell Investments Group Ltd.415,778$26.33M0.0%+57.1%0.276%
5/7/2024 Meeder Asset Management Inc.46,103$2.92M0.2%-10.8%0.031%
5/7/2024 Pointe Capital Management LLC39,650$2.51M1.6%+2.8%0.026%
5/7/2024 Sei Investments Co.53,180$3.37M0.0%+288.7%0.035%
5/7/2024 Atomi Financial Group Inc.13,447$852K0.1%+84.5%0.009%
5/7/2024 Allegheny Financial Group LTD9,671$612K0.2%-31.1%0.006%
5/7/2024 CarsonAllaria Wealth Management Ltd.614$39K0.0%+605.7%0.000%
5/7/2024 Benedetti & Gucer Inc.14,772$936K0.5%+6.2%0.010%
5/7/2024 Windward Private Wealth Management Inc.16,828$1.07M0.4%-11.9%0.011%
5/7/2024 Oppenheimer Asset Management Inc.34,302$2.17M0.0%-80.2%0.023%
5/7/2024 Oppenheimer & Co. Inc.13,620$863K0.0%-4.1%0.009%
5/7/2024 TAGStone Capital Inc.19,590$1.24M0.7%+3.7%0.013%
5/6/2024 Envestnet Portfolio Solutions Inc.301,750$19.11M0.1%+22.9%0.201%
5/4/2024 Geneos Wealth Management Inc.13,344$845K0.0%-5.5%0.009%
5/3/2024 FDx Advisors Inc.24,304$1.54M0.2%-37.2%0.016%
5/3/2024 Embree Financial Group9,291$588K0.1%-10.0%0.006%
5/3/2024 Avidian Wealth Solutions LLC42,653$2.70M0.1%-15.4%0.028%
5/3/2024 Larson Financial Group LLC174,125$11.03M0.9%+37.1%0.116%
5/3/2024 Rehmann Capital Advisory Group50,126$3.18M0.2%-1.0%0.033%
5/2/2024 Mutual Advisors LLC22,169$1.40M0.0%-6.6%0.015%
5/2/2024 Financial Counselors Inc.26,481$1.68M0.0%-26.6%0.018%
5/2/2024 Graypoint LLC10,160$643K0.0%-28.5%0.007%
5/2/2024 Lwmg LLC69,645$4.41M1.0%+9.8%0.046%
5/2/2024 Quent Capital LLC86,749$5.49M0.6%-8.1%0.058%
5/2/2024 Elevate Wealth Advisory Inc.551$35K0.0%-39.3%0.000%
5/2/2024 Lincoln National Corp97,918$6.20M0.1%+6.6%0.065%
5/2/2024 Bryn Mawr Capital Management LLC82,867$5.25M0.3%+37.5%0.055%
5/2/2024 Choreo LLC393,356$24.91M0.6%-6.9%0.262%
5/2/2024 Family Firm Inc.23,947$1.52M0.4%-2.6%0.016%
5/2/2024 Moloney Securities Asset Management LLC5,424$344K0.1%-6.6%0.004%
5/1/2024 Janney Montgomery Scott LLC11,657$738K0.0%-57.4%0.008%
5/1/2024 Fairhaven Wealth Management LLC122,377$7.75M2.7%-6.6%0.081%
5/1/2024 Klingman & Associates LLC186,938$11.84M0.8%-0.6%0.124%
5/1/2024 BOK Financial Private Wealth Inc.5,962$378K0.0%+25.2%0.004%
5/1/2024 Prosperity Consulting Group LLC13,632$863K0.1%-47.1%0.009%
5/1/2024 Avior Wealth Management LLC61,428$3.88M0.2%-7.3%0.041%
5/1/2024 Mission Wealth Management LP218,275$13.82M0.4%+12.4%0.145%
5/1/2024 Sequoia Financial Advisors LLC10,057$637K0.0%-7.4%0.007%
4/30/2024 Private Advisor Group LLC12,463$789K0.0%-6.7%0.008%
4/30/2024 TFC Financial Management Inc.4,302$272K0.0%+8.2%0.003%
4/30/2024 Vance Wealth Inc.46,362$2.94M1.2%-1.0%0.031%
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4/30/2024 Wooster Corthell Wealth Management Inc.12,506$792K0.2%-1.3%0.008%
4/30/2024 Perigon Wealth Management LLC43,888$2.78M0.1%+17.8%0.029%
4/29/2024Commonwealth Equity Services LLC250,470$15.86M0.0%-1.7%0.167%
4/29/2024 Benjamin F. Edwards & Company Inc.24,773$1.57M0.0%+12.6%0.016%
4/29/2024 RWA Wealth Partners LLC34,845$2.21M0.0%-69.6%0.023%
4/29/2024 Harbor Advisory Corp MA70,900$4.49M1.5%-1.6%0.047%
4/27/2024 Fonville Wealth Management LLC62,831$3.98M1.8%+13.9%0.042%
4/27/2024 BayBridge Capital Group LLC13,793$842K0.7%-3.9%0.009%
4/27/2024 DORVAL Corp105,355$6.45M3.0%+2.9%0.070%
4/26/2024 Pinnacle Associates Ltd.113,811$7.21M0.1%-6.2%0.076%
(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, 707 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 Bank of New York Mellon Corp ($260.49M).Learn more on SCZ's institutional investors.

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

Of the 582 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 36,433,346 shares in the last 24 months. This purchase volume represents approximately $3.00B in transactions.

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

Of the 473 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 ($8.96M), 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 40,048,933 shares in the last 24 months. This volume of shares sold represents approximately $3.62B in transactions.

This page (NASDAQ:SCZ) was last updated on 6/21/2024 by Staff

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