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S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
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AI Is Giving 3 Marketing & Ad Firms Revenue & Earnings Boost
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Want Diversified Upside in Biotechnology? Check out LABU
What is the Consumer Staples Sector?
S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
AI Is Giving 3 Marketing & Ad Firms Revenue & Earnings Boost
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Penny Stock Shows Big Potential (Ad)
Want Diversified Upside in Biotechnology? Check out LABU
What is the Consumer Staples Sector?
S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
AI Is Giving 3 Marketing & Ad Firms Revenue & Earnings Boost
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What is the Consumer Staples Sector?
NASDAQ:SCZ

iShares MSCI EAFE Small-Cap ETF - SCZ Institutional Ownership

$57.63
-0.48 (-0.83%)
(As of 03/22/2023 12:00 AM ET)
Add
Compare
Today's Range
$57.61
$58.67
50-Day Range
$56.75
$62.22
52-Week Range
$47.12
$67.88
Volume
838,773 shs
Average Volume
1.13 million shs
Market Capitalization
$10.98 billion
Assets Under Management
$9.73 billion
Dividend Yield
1.94%
Net Expense Ratio
0.40%

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

Number of
Institutional Buyers
(last 12 months)
482
Total
Institutional Inflows
(last 12 months)
$21.16 B
Number of
Institutional Sellers
(last 12 months)
376
Total
Institutional Outflows
(last 12 months)
$1.89 B
Skip Chart & View Institutional Buying and Selling Data

SCZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.3,743$0.21M0.0%N/A0.002%
3/10/2023Mather Group LLC.11,342$0.64M0.0%-80.8%0.006%
3/6/2023Rockefeller Capital Management L.P.55,326$3.12M0.0%-39.6%0.029%
3/6/2023OLD Mission Capital LLC10,550$0.60M0.0%N/A0.006%
3/1/2023Regal Investment Advisors LLC43,935$2.48M0.2%+0.8%0.023%
2/28/2023Voya Investment Management LLC2,249,098$127.03M0.2%-0.1%1.180%
2/27/2023Rebalance LLC21,770$1.23M0.1%N/A0.011%
2/27/2023Objective Capital Management LLC10,897$0.62M0.6%-6.7%0.006%
2/21/2023Northwestern Mutual Wealth Management Co.845,439$47.75M0.1%+9.6%0.444%
2/21/2023B. Riley Wealth Advisors Inc.3,743$0.21M0.0%N/A0.002%
2/21/2023Foundation Wealth Management LLC73,558$4.16M4.2%N/A0.039%
2/17/2023Truist Financial Corp584,182$33M0.1%-40.2%0.306%
2/17/2023Covenant Partners LLC128,229$7.24M2.9%+10.3%0.067%
2/17/2023Ascent Group LLC4,995$0.28M0.0%-24.7%0.003%
2/16/2023GHP Investment Advisors Inc.2,850$0.16M0.0%-26.9%0.001%
2/16/2023Moneta Group Investment Advisors LLC1,582$19.52M0.5%-99.5%0.001%
2/16/2023Alliancebernstein L.P.58,288$3.29M0.0%-84.3%0.031%
2/16/2023Certified Advisory Corp18,178$1.03M0.2%-35.4%0.010%
2/16/2023Financial Advocates Investment Management4,003$0.21M0.0%N/A0.002%
2/16/2023Pacific Capital Wealth Advisors Inc.83,370$4.71M1.2%-6.7%0.044%
2/16/2023Personal Capital Advisors Corp9,435$0.53M0.0%+2.4%0.005%
2/16/2023Probity Advisors Inc.48,845$2.76M0.6%+3.3%0.026%
2/16/2023United Capital Financial Advisers LLC15,425$0.87M0.0%-20.3%0.008%
2/16/2023Harbour Investments Inc.1,766$100K0.0%+19.7%0.001%
2/16/2023One Capital Management LLC533,309$30.12M1.6%+8.4%0.280%
2/16/2023CoreFirst Bank & Trust2,324$0.13M0.1%N/A0.001%
2/15/2023Steward Partners Investment Advisory LLC28,100$1.59M0.0%-12.1%0.015%
2/15/2023CI Private Wealth LLC674,891$38.12M0.1%N/A0.354%
2/15/2023Moneta Group Investment Advisors LLC345,518,201$19.51B0.5%+103,894.4%181.279%
2/15/2023Atlas Capital Advisors LLC30,355$1.71M0.3%-5.5%0.016%
2/15/2023State of Tennessee Treasury Department459,286$25.94M0.1%+4.5%0.241%
2/15/2023DRW Securities LLC72,880$4.12M0.1%N/A0.038%
2/15/2023Captrust Financial Advisors118,431$6.69M0.0%-26.0%0.062%
2/15/2023IHT Wealth Management LLC21,846$1.23M0.1%-42.9%0.011%
2/15/2023SageView Advisory Group LLC7,717$0.44M0.0%N/A0.004%
2/15/20231832 Asset Management L.P.720,790$40.71M0.1%+0.1%0.378%
2/15/2023Waverly Advisors LLC171,041$9.66M0.5%+5.0%0.090%
2/15/2023Cahill Financial Advisors Inc.51,307$2.90M0.6%+2.7%0.027%
2/15/2023Cerity Partners LLC11,958$0.68M0.0%+7.9%0.006%
2/15/2023Toroso Investments LLC5,464$0.31M0.0%N/A0.003%
2/15/2023Signet Financial Management LLC16,865$0.95M0.2%-2.9%0.009%
2/15/2023Linscomb & Williams Inc.4,135$0.23M0.0%N/A0.002%
2/15/2023Mackenzie Financial Corp35,865$2.03M0.0%-10.4%0.019%
2/15/2023MAS Advisors LLC16,328$0.92M0.9%+6.0%0.009%
2/15/2023Millennium Management LLC19,999$1.13M0.0%N/A0.010%
2/15/2023Money Concepts Capital Corp1,139$64K0.0%+5,595.0%0.001%
2/15/2023Morgan Stanley4,762,951$269.01M0.0%+66.3%2.499%
2/15/2023Mariner LLC157,508$8.90M0.0%-15.0%0.083%
2/15/2023Exencial Wealth Advisors LLC223,315$12.61M0.7%-9.1%0.117%
2/15/2023Equitable Holdings Inc.481,144$27.18M0.5%+4.1%0.252%
2/15/2023First Manhattan Co.494$28K0.0%N/A0.000%
2/15/2023Frontier Asset Management LLC71,698$4.05M1.9%+152.4%0.038%
2/15/2023Alps Advisors Inc.138,422$7.82M0.1%+0.5%0.073%
2/15/2023Auto Owners Insurance Co52,300$2.95M0.1%N/A0.027%
2/15/2023RF&L Wealth Management LLC10,065$0.57M0.6%N/A0.005%
2/14/2023Oxford Financial Group Ltd.6,028$0.34M0.0%+5,234.5%0.003%
2/14/2023Meeder Asset Management Inc.44,486$2.51M0.2%-3.3%0.023%
2/14/2023Interchange Capital Partners LLC14,000$0.79M0.8%-11.9%0.007%
2/14/2023Cetera Advisor Networks LLC37,717$2.13M0.0%+6.2%0.020%
2/14/2023Cetera Investment Advisers101,134$5.71M0.1%+45.2%0.053%
2/14/2023Cetera Advisors LLC7,064$0.40M0.0%+18.1%0.004%
2/14/2023Cary Street Partners Asset Management LLC941$53K0.0%-33.0%0.000%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC88,978$5.02M0.4%+5.6%0.047%
2/13/2023Pathstone Family Office LLC201,208$11.35M0.2%+18.1%0.106%
2/13/2023First Republic Investment Management Inc.35,877$2.03M0.0%+17.4%0.019%
2/13/2023Charles Schwab Investment Advisory Inc.17,793$1.01M0.0%+1.3%0.009%
2/13/2023Deutsche Bank AG23,673$1.34M0.0%-2.5%0.012%
2/13/2023Brown Advisory Inc.55,507$3.14M0.0%-2.7%0.029%
2/13/2023Brooklyn FI LLC10,506$3.06M2.2%-61.5%0.006%
2/13/2023Baird Financial Group Inc.100,417$5.67M0.0%-70.1%0.053%
2/13/2023Kingsview Wealth Management LLC6,300$0.36M0.0%+2.8%0.003%
2/13/2023Wealthcare Advisory Partners LLC319,569$18.05M0.9%+30.7%0.168%
2/13/2023BOKF NA17,852$1.01M0.0%-50.9%0.009%
2/13/2023Bessemer Group Inc.87,390$4.94M0.0%+4.9%0.046%
2/13/2023Resolute Financial LLC18,218$1.03M0.9%+15.7%0.010%
2/13/2023Wells Fargo & Company MN460,974$26.04M0.0%-12.6%0.242%
2/13/2023Peloton Wealth Strategists27,037$1.53M0.7%-2.5%0.014%
2/13/2023Heritage Wealth Management LLC602$34K0.0%+100.0%0.000%
2/13/2023Barclays PLC384,900$21.74M0.0%+11.2%0.202%
2/13/2023Coyle Financial Counsel LLC36,467$2.06M1.0%-2.9%0.019%
2/13/2023Shakespeare Wealth Management Inc.293,497$16.58M6.1%+3.6%0.154%
2/13/2023Pinnacle Wealth Planning Services Inc.9,405$0.53M0.1%-4.0%0.005%
2/13/2023Southern Wealth Management LLP76,903$4.34M1.7%-14.2%0.040%
2/13/2023Credit Suisse AG53,246$3.28M0.0%+558.7%0.028%
2/13/2023Truepoint Inc.13,128$0.74M0.0%N/A0.007%
2/13/2023Galvin Gaustad & Stein LLC6,160$0.35M0.0%+35.1%0.003%
2/13/2023TFC Financial Management Inc.470$27K0.0%-86.5%0.000%
2/13/2023American Century Companies Inc.4,048$0.23M0.0%-93.0%0.002%
2/13/2023Delta Asset Management LLC TN876$49K0.0%N/A0.000%
2/13/2023TAGStone Capital Inc.18,235$1.03M0.8%+1.1%0.010%
2/13/2023Choreo LLC351,582$19.86M1.0%+12.0%0.184%
2/13/2023Atria Wealth Solutions Inc.50,510$2.85M0.0%+0.5%0.027%
2/13/2023CIBC Private Wealth Group LLC12,265$0.69M0.0%N/A0.006%
2/13/2023Merriman Wealth Management LLC80,901$4.57M0.2%-4.3%0.042%
2/13/2023Pitcairn Co.119,969$6.78M0.7%N/A0.063%
2/13/2023JPMorgan Chase & Co.632,937$35.75M0.0%+19.9%0.332%
2/13/2023M&T Bank Corp324,338$18.43M0.1%-5.4%0.170%
2/13/2023Truefg LLC3,598$0.20M0.1%N/A0.002%
2/13/2023M Holdings Securities Inc.75,337$4.26M0.4%-11.4%0.040%
2/13/2023Quadrant Capital Group LLC226,864$12.81M1.5%-14.7%0.119%
(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, 774 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($334.56B), TIAA FSB ($498.61M), State of New Jersey Common Pension Fund D ($391.79M), Bank of New York Mellon Corp ($386.14M), Whalerock Point Partners LLC ($326.83M), Creative Planning ($302.44M), and Morgan Stanley ($269.01M).Learn more on SCZ's institutional investors.

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

Of the 705 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: Moneta Group Investment Advisors LLC ($345.33M), Bank of New York Mellon Corp ($7.41M), State of New Jersey Common Pension Fund D ($5.27M), Jane Street Group LLC ($4.11M), JPMorgan Chase & Co. ($2.78M), Morgan Stanley ($2.67M), and BlackRock Inc. ($2.50M).

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

Institutional investors have bought a total of 409,418,890 shares in the last 24 months. This purchase volume represents approximately $23.77B in transactions.

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

Of the 477 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: FMR LLC ($11.60M), Bank of New York Mellon Corp ($6.92M), TIAA FSB ($6.73M), Bank of America Corp DE ($4.79M), Jane Street Group LLC ($4.10M), Richard Bernstein Advisors LLC ($1.80M), and Assetmark Inc. ($1.23M).

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

Institutional investors have sold a total of 57,900,136 shares in the last 24 months. This volume of shares sold represents approximately $3.70B in transactions.

This page (NASDAQ:SCZ) was last updated on 3/23/2023 by MarketBeat.com Staff