Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free SCZ Stock Alerts

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

iShares MSCI EAFE Small-Cap ETF logo
$83.73 +1.06 (+1.28%)
As of 02:11 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
403
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$1.14B
Get SCZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI EAFE Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCZ Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2026 Strategic Wealth Advisors LLC39,496$3.10M2.5%-2.7%0.023%
5/2/2026 Diversify Wealth Management LLC3,313$271K0.0%+8.4%0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.18,638$1.46M0.0%N/A0.011%
5/1/2026 Citizens Financial Group Inc. RI27,579$2.16M0.0%-3.5%0.016%
5/1/2026 Fifth Third Bancorp302,862$23.75M0.0%+36.7%0.176%
5/1/2026 Droms Strauss Advisors Inc. MO ADV32,151$2.52M0.7%-6.7%0.019%
5/1/2026 Simplicity Wealth LLC5,776$453K0.0%-5.7%0.003%
5/1/2026 Beacon Harbor Wealth Advisors Inc.38,958$3.06M0.6%+2.3%0.023%
5/1/2026 Sequoia Financial Advisors LLC175,414$13.75M0.1%-6.2%0.102%
5/1/2026 DMC Group LLC9,370$735K0.5%+14.2%0.005%
4/30/2026 First Horizon Corp7,074$555K0.0%-21.5%0.004%
4/30/2026 Kestra Advisory Services LLC33,989$2.67M0.0%+8.8%0.020%
4/30/2026 Beam Wealth Advisors Inc.41,567$3.26M0.8%+8.5%0.024%
4/30/2026 CFS Investment Advisory Services LLC3,777$322K0.0%-3.2%0.002%
4/30/2026 First Interstate Bank5,660$444K0.0%+15.3%0.003%
4/30/2026 Efficient Advisors LLC18,583$1.46M0.1%-8.7%0.011%
4/29/2026 Bank of Stockton89,429$7.01M2.2%-5.1%0.052%
4/29/2026 Integrated Advisors Network LLC5,371$421K0.0%-2.5%0.003%
4/28/2026 Walkner Condon Financial Advisors LLC17,231$1.35M0.2%+9.2%0.010%
4/28/2026 Tanglewood Legacy Advisors LLC1,615$127K0.0%N/A0.001%
4/28/2026 Meramec Financial Planners LLC15,090$1.28M0.5%-10.2%0.009%
4/27/2026 BIP Wealth LLC30,625$2.40M0.1%-10.5%0.018%
4/27/2026 World Investment Advisors50,087$3.93M0.1%-9.2%0.029%
4/27/2026 Private Advisor Group LLC58,875$4.62M0.0%-8.4%0.034%
4/27/2026 Y Intercept Hong Kong Ltd12,414$973K0.0%+35.4%0.007%
4/27/2026 Sound Income Strategies LLC667$53K0.0%-17.8%0.000%
4/25/2026 Keybank National Association OH11,810$926K0.0%+8.5%0.007%
4/25/2026 Stevens Capital Partners5,575$437K0.1%N/A0.003%
4/25/2026 Physician Wealth Advisors Inc.13,044$1.02M0.1%-2.7%0.008%
4/25/2026 rebel Financial LLC45,174$3.54M1.5%-4.1%0.026%
4/24/2026 Root Financial Partners LLC1,221$96K0.0%+2,554.3%0.001%
4/24/2026 Bestgate Wealth Advisors LLC4,160$326K0.6%-15.0%0.002%
4/23/2026 Granite Harbor Advisors Inc.2,761$216K0.1%-6.1%0.002%
4/23/2026 SJS Investment Consulting Inc.2,782$218K0.0%+22.0%0.002%
4/23/2026 Forum Financial Management LP9,107$714K0.0%-9.0%0.005%
4/23/2026 Fairway Wealth LLC428$34K0.0%N/A0.000%
4/23/2026 Continuum Advisory LLC17,302$1.36M0.1%-3.1%0.010%
4/23/2026 McLean Asset Management Corp10,429$818K0.1%-18.8%0.006%
4/22/2026 Ifrah Financial Services Inc.114,202$8.96M2.4%-2.3%0.066%
4/22/2026 Princeton Global Asset Management LLC2,413$189K0.0%N/A0.001%
4/22/2026 My Personal CFO LLC71,196$5.58M2.4%+1.9%0.041%
4/22/2026 Sterling Capital Management LLC84,128$6.60M0.1%-9.3%0.049%
4/22/2026 Narus Financial Partners LLC43,517$3.41M0.9%+1.9%0.025%
4/22/2026 Meridian Financial Advisors LLC3,974$312K0.2%-11.2%0.002%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC37,457$2.94M0.2%-11.5%0.022%
4/21/2026 Columbus Macro LLC3,355$263K0.0%-8.9%0.002%
4/21/2026 Falcon Wealth Planning18,893$1.48M0.1%-2.8%0.011%
4/21/2026 Davidson Trust Co.3,335$261K0.1%N/A0.002%
4/20/2026 Kestra Private Wealth Services LLC24,557$1.93M0.0%+16.5%0.014%
4/20/2026 Ritholtz Wealth Management71,059$5.57M0.1%-5.9%0.041%
4/20/2026 Breakwater Capital Group32,375$2.54M0.3%+5.6%0.019%
4/20/2026 KFA Private Wealth Group LLC4,067$319K0.1%-6.4%0.002%
4/20/2026 Factor Wealth Management LTD6,694$525K0.1%-7.1%0.004%
4/20/2026 Fifth Third Wealth Advisors LLC22,998$1.80M0.1%+5.2%0.013%
4/20/2026 Apella Capital LLC10,972$935K0.0%+155.6%0.006%
4/18/2026 Integrated Capital Management LLC2,974$233K0.1%-26.1%0.002%
4/17/2026 Krilogy Financial LLC2,819$237K0.0%N/A0.002%
4/17/2026 Halbert Hargrove Global Advisors LLC375,064$29.41M1.4%-2.0%0.218%
4/17/2026 Discipline Wealth Solutions LLC5,481$430K0.0%+2.4%0.003%
4/17/2026 SVB Wealth LLC60,367$4.73M0.3%-0.3%0.035%
4/17/2026 First Citizens Asset Management Inc.31,003$2.43M0.9%+1.8%0.018%
4/17/2026 Birch Financial Group LLC13,529$1.06M0.6%+7.5%0.008%
4/17/2026 James J. Burns & Company LLC40,212$3.15M0.4%+3.9%0.023%
4/17/2026 Ocean Park Asset Management LLC10,803$847K0.0%N/A0.006%
4/17/2026 Capital Advisors Ltd. LLC1,729$136K0.0%-24.4%0.001%
4/17/2026 Cornerstone Management Inc.72,361$5.67M0.9%+3.2%0.042%
4/16/2026 Allegheny Financial Group18,964$1.49M0.2%+3.0%0.011%
4/16/2026 Montecito Bank & Trust5,605$439K0.1%-5.0%0.003%
4/16/2026 Park National Corp OH930$73K0.0%N/A0.001%
4/16/2026 Westmount Partners LLC12,566$985K0.2%+4.1%0.007%
3/17/2026Rockefeller Capital Management L.P.22,952$1.78M0.0%+39.2%0.014%
3/13/2026 World Investment Advisors55,162$4.28M0.1%+4.2%0.033%
3/9/2026Corient Private Wealth LLC492,206$38.17M0.0%+35.6%0.296%
3/9/2026 Auto Owners Insurance Co4,056,388$31.45M0.0%+7,656.0%2.441%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management802$62K0.0%N/A0.000%
3/5/2026 Bayban1,900$147K0.1%N/A0.001%
3/4/2026 Pure Financial Advisors LLC289,090$22.41M0.3%+2.0%0.174%
3/4/2026Rehmann Capital Advisory Group7,772$603K0.0%-19.1%0.005%
3/4/2026SHP Wealth Management360$28K0.0%N/A0.000%
2/25/2026Thryve Wealth Management LLC3,847$298K0.1%N/A0.002%
2/23/2026Beaird Harris Wealth Management LLC6,317$490K0.0%-2.7%0.004%
2/20/2026SB Capital Management Inc66,885$5.19M1.9%N/A0.040%
2/20/2026 Cambient Family Office LLC406$31K0.0%N/A0.000%
2/19/2026Compound Planning Inc.12,243$949K0.0%+2.1%0.007%
2/19/2026Invesco Ltd.9,314$722K0.0%-9.3%0.006%
2/19/2026Aznar Financial Advisors LLC18,637$1.45M1.4%N/A0.011%
2/19/2026Corient Private Wealth LLC485,120$37.62M0.0%+33.7%0.292%
2/19/2026Jacobs Equity LLC3,804$295K0.3%N/A0.002%
2/18/2026Note Advisors LLC2,770$224K0.1%-7.9%0.002%
2/18/2026Strive Financial Group LLC317$25K0.0%N/A0.000%
2/18/2026Mercer Global Advisors Inc. ADV302,170$23.43M0.0%-20.8%0.182%


SCZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCZ shares?

During the previous two years, 733 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 ($244.50M).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 ($17.62M), Brooklyn FI LLC ($4.82M), Auto Owners Insurance Co ($4.06M), Jane Street Group LLC ($3.85M), JPMorgan Chase & Co. ($3.80M), Bank of America Corp DE ($1.60M), and Wellington Management Group LLP ($1.24M).

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

Institutional investors have bought a total of 31,131,130 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

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

Of the 375 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), Modera Wealth Management LLC ($1.51M), PNC Financial Services Group Inc. ($1.14M), Financiere des Professionnels Fonds d investissement inc. ($720.10K), Envestnet Asset Management Inc. ($652.26K), Franklin Resources Inc. ($495.46K), and Corient Private Wealth LLC ($486.61K).

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

Institutional investors have sold a total of 15,784,225 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


Related Companies

This page (NASDAQ:SCZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel