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

iShares MSCI EAFE Small-Cap ETF logo
$72.62 -0.06 (-0.08%)
Closing price 04:00 PM Eastern
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$72.62 +0.00 (+0.01%)
As of 04:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Number of
Institutional Buyers
(last 12 months)
389
Total
Institutional Inflows
(last 12 months)
$1.95B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$785.64M
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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
7/1/2025Stonehearth Capital Management LLC19,929$1.45M0.6%+1.7%0.014%
6/2/2025Modern Wealth Management LLC3,588$228K0.0%-19.9%0.003%
5/28/2025Jones Financial Companies Lllp10,190,121$655.07M0.6%+4.9%7.258%
5/21/2025McAdam LLC11,574$735K0.0%-52.8%0.008%
5/21/2025Acadian Asset Management LLC66,212$4.21M0.0%-14.0%0.046%
5/21/2025Geneos Wealth Management Inc.14,968$951K0.0%+15.8%0.010%
5/20/2025Belpointe Asset Management LLC4,197$267K0.0%+34.0%0.003%
5/20/2025Fortis Capital Advisors LLC4,197$267K0.1%N/A0.003%
5/20/2025Focus Partners Wealth1,362,935$86.59M0.2%+8.5%0.943%
5/20/2025Strive Asset Management LLC22,488$1.43M1.0%-14.8%0.016%
5/20/2025Glenview Trust co13,272$843K0.0%-4.8%0.009%
5/19/2025Jane Street Group LLC250,000$15.88M0.0%N/A0.173%
5/19/2025SageView Advisory Group LLC19,474$1.24M0.1%-42.4%0.013%
5/19/2025SCS Capital Management LLC20,478$1.30M0.0%N/A0.014%
5/16/2025Peloton Wealth Strategists31,789$2.02M0.8%+756.2%0.023%
5/16/2025Ascent Group LLC9,073$576K0.0%N/A0.006%
5/16/2025Coppell Advisory Solutions LLC79,747$5.07M0.4%+34,126.2%0.057%
5/16/2025Great Lakes Advisors LLC116,983$7.43M0.1%+0.4%0.083%
5/16/2025Signature Estate & Investment Advisors LLC7,484$475K0.0%+9.4%0.005%
5/16/2025Goldman Sachs Group Inc.3,449,588$219.15M0.0%-4.0%2.457%
5/16/2025Jones Financial Companies Lllp9,844,870$632.89M0.6%+1.3%7.012%
5/16/2025Plancorp LLC454,138$28.85M1.1%-1.5%0.323%
5/16/2025NewEdge Advisors LLC94,324$5.99M0.0%+2.7%0.067%
5/16/2025Integrated Wealth Concepts LLC94,966$6.03M0.1%-12.2%0.068%
5/16/2025Hancock Whitney Corp47,425$3.01M0.1%-2.6%0.034%
5/16/2025Curi RMB Capital LLC13,601$864K0.0%+10.9%0.010%
5/16/2025AQR Capital Management LLC9,660$614K0.0%+28.4%0.007%
5/15/2025EP Wealth Advisors LLC13,636$866K0.0%+89.6%0.010%
5/15/2025Focus Partners Advisor Solutions LLC84,114$5.34M0.1%+5.1%0.060%
5/15/2025Royal Bank of Canada237,067$15.06M0.0%+6.4%0.169%
5/15/2025Betterment LLC9,775$621K0.0%+2.0%0.007%
5/15/2025MAI Capital Management280,664$17.83M0.1%+7.9%0.200%
5/15/2025Baird Financial Group Inc.120,897$7.68M0.0%-23.1%0.086%
5/15/2025Pinnacle Wealth Planning Services Inc.8,851$562K0.1%-5.3%0.006%
5/15/2025Tortoise Investment Management LLC17,152$1.09M0.1%-2.1%0.012%
5/14/2025Wealth Preservation Advisors LLC4,063$258K0.2%N/A0.003%
5/14/2025Note Advisors LLC4,925$313K0.3%-31.5%0.004%
5/14/2025Samalin Investment Counsel LLC4,763$303K0.1%+17.6%0.003%
5/14/2025Jane Street Group LLC250,000$15.88M0.0%N/A0.178%
5/14/2025Full Sail Capital LLC216,349$13.75M0.9%+0.4%0.154%
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5/14/2025Comerica Bank56,809$3.61M0.0%-5.8%0.040%
5/14/2025RPg Family Wealth Advisory LLC22,576$1.43M0.4%+1.4%0.016%
5/14/2025Walleye Capital LLC45,718$2.90M0.0%+908.6%0.033%
5/14/2025Smartleaf Asset Management LLC3,695$238K0.0%+814.6%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.583,080$37.04M0.0%-4.0%0.415%
5/14/2025Douglass Winthrop Advisors LLC7,950$505K0.0%-8.4%0.006%
5/14/2025Sax Wealth Advisors LLC17,039$1.08M0.1%+9.7%0.012%
5/14/2025Kestra Advisory Services LLC12,419$789K0.0%-12.5%0.009%
5/14/2025Wescott Financial Advisory Group LLC24,959$1.59M0.2%+1.0%0.018%
5/14/2025Compound Planning Inc.12,923$821K0.0%-26.3%0.009%
5/14/2025Guidance Point Advisors LLC18,601$1.18M0.3%-49.5%0.013%
5/14/2025Summit Financial LLC11,113$706K0.0%+3.0%0.008%
5/14/2025Flow Traders U.S. LLC45,865$2.91M0.1%N/A0.033%
5/14/2025Capital Analysts LLC26,141$1.66M0.1%-14.9%0.019%
5/14/2025M Holdings Securities Inc.20,295$1.29M0.2%-8.1%0.014%
5/14/2025RWA Wealth Partners LLC34,547$2.20M0.0%+8.1%0.025%
5/14/2025Wellington Management Group LLP480,622$30.53M0.0%-18.1%0.342%
5/13/2025Aptus Capital Advisors LLC33,428$2.12M0.0%+12.3%0.024%
5/13/2025Watts Gwilliam & Co. LLC6,691$425K0.1%-8.0%0.005%
5/13/2025Granite Harbor Advisors Inc.3,270$208K0.1%N/A0.002%
5/13/2025Northern Trust Corp1,107,168$70.34M0.0%-1.0%0.789%
5/13/2025Mill Creek Capital Advisors LLC288,855$18.35M0.4%-14.9%0.206%
5/13/2025Cascade Financial Partners LLC62,802$3.99M0.5%-0.5%0.045%
5/13/2025Raymond James Financial Inc.341,744$21.71M0.0%+51.9%0.243%
5/13/2025Twin Focus Capital Partners LLC14,775$939K0.1%-41.8%0.011%
5/13/2025Forvis Mazars Wealth Advisors LLC689,995$43.84M1.1%-28.2%0.491%
5/13/2025American Century Companies Inc.8,829$561K0.0%-91.3%0.006%
5/13/2025FCA Corp TX67,249$4.27M1.4%-1.1%0.048%
5/13/2025Harbor Advisory Corp MA66,890$4.25M1.4%+1.4%0.048%
5/13/2025Klingman & Associates LLC170,065$10.80M0.7%-0.8%0.121%
5/13/2025MSH Capital Advisors LLC65,177$4.14M1.3%+1.7%0.046%
5/13/2025Brooklyn FI LLC89,216$6.08M1.9%+4.4%0.064%
5/13/2025WESCAP Management Group Inc.130,435$8.29M2.0%-4.9%0.093%
5/13/2025HighTower Advisors LLC731,912$46.50M0.1%-5.6%0.521%
5/12/2025Maia Wealth LLC4,660$295K0.1%+27.2%0.003%
5/12/2025Independent Advisor Alliance7,204$458K0.0%-44.3%0.005%
5/12/2025Nuveen LLC749,790$47.63M0.0%N/A0.534%
5/12/2025Biltmore Family Office LLC4,665$296K0.1%-24.4%0.003%
5/12/2025Athena Investment Management7,915$503K0.3%-4.0%0.006%
5/12/2025Atlas Capital Advisors Inc.31,565$2.01M0.3%-3.6%0.022%
5/12/2025Johnson Financial Group LLC8,535$542K0.1%N/A0.006%
5/12/2025Benjamin Edwards Inc.29,388$1.87M0.0%+4.5%0.021%
5/12/2025JPMorgan Chase & Co.3,884,691$246.79M0.0%+198.5%2.767%
5/12/2025First Western Trust Bank12,538$797K0.0%-3.9%0.009%
5/12/2025Bristlecone Advisors LLC1,613$102K0.0%+163.1%0.001%
5/12/2025Savvy Advisors Inc.6,217$395K0.0%+11.3%0.004%
5/12/2025National Bank of Canada FI8,950$568K0.0%-3.4%0.006%
5/12/2025Citigroup Inc.1,225,453$77.85M0.0%-15.6%0.873%
5/12/2025Beam Wealth Advisors Inc.21,142$1.34M0.5%+7.5%0.015%
5/12/2025AlphaCore Capital LLC3,523$224K0.0%N/A0.003%
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5/12/2025Alesco Advisors LLC154,274$9.80M0.3%-1.1%0.110%
5/12/2025Beacon Harbor Wealth Advisors Inc.40,923$2.60M0.6%+0.9%0.029%
5/9/2025Deutsche Bank AG10,536$669K0.0%N/A0.008%
5/9/2025Citizens Financial Group Inc. RI30,191$1.92M0.0%-10.4%0.022%
5/9/2025Fi3 FINANCIAL ADVISORS LLC28,617$1.82M0.7%-63.5%0.020%
5/9/2025Nicholas Hoffman & Company LLC.35,358$2.25M0.1%-3.6%0.025%
5/9/2025Exencial Wealth Advisors LLC187,772$11.93M0.4%-0.9%0.134%
5/9/2025PrairieView Partners LLC34,739$2.21M0.2%-0.5%0.025%
5/9/2025Endowment Wealth Management Inc.28,070$1.78M1.1%-1.2%0.020%
5/9/2025Wealthspire Advisors LLC6,021$383K0.0%-6.9%0.004%
(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, 718 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($655.07M), TIAA Trust National Association ($492.43M), Natixis Advisors L.P. ($400.44M), Creative Planning ($327.22M), FMR LLC ($271.85M), Morgan Stanley ($271.68M), and Matson Money. Inc. ($262.98M).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 575 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 ($14.04M), Brooklyn FI LLC ($4.86M), JPMorgan Chase & Co. ($3.79M), Jane Street Group LLC ($3.43M), FMR LLC ($1.86M), Bank of America Corp DE ($1.50M), and Natixis Advisors L.P. ($1.42M).

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

Institutional investors have bought a total of 31,160,095 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 345 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: FMR LLC ($1.71M), State of New Jersey Common Pension Fund D ($1.70M), Modera Wealth Management LLC ($1.22M), Lake Street Advisors Group LLC ($519.20K), Bank of New York Mellon Corp ($428.31K), Forvis Mazars Wealth Advisors LLC ($407.52K), and TIAA Trust National Association ($367.42K).

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

Institutional investors have sold a total of 12,352,868 shares in the last 24 months. This volume of shares sold represents approximately $785.64M in transactions.


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This page (NASDAQ:SCZ) was last updated on 7/1/2025 by MarketBeat.com Staff
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