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)

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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%

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Institutional Ownership

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

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
3/15/2023	B. Riley Wealth Advisors Inc.	3,743	$0.21M	0.0%	N/A	0.002%
3/10/2023	Mather Group LLC.	11,342	$0.64M	0.0%	-80.8%	0.006%
3/6/2023	Rockefeller Capital Management L.P.	55,326	$3.12M	0.0%	-39.6%	0.029%
3/6/2023	OLD Mission Capital LLC	10,550	$0.60M	0.0%	N/A	0.006%
3/1/2023	Regal Investment Advisors LLC	43,935	$2.48M	0.2%	+0.8%	0.023%
2/28/2023	Voya Investment Management LLC	2,249,098	$127.03M	0.2%	-0.1%	1.180%

2/27/2023	Rebalance LLC	21,770	$1.23M	0.1%	N/A	0.011%
2/27/2023	Objective Capital Management LLC	10,897	$0.62M	0.6%	-6.7%	0.006%
2/21/2023	Northwestern Mutual Wealth Management Co.	845,439	$47.75M	0.1%	+9.6%	0.444%
2/21/2023	B. Riley Wealth Advisors Inc.	3,743	$0.21M	0.0%	N/A	0.002%
2/21/2023	Foundation Wealth Management LLC	73,558	$4.16M	4.2%	N/A	0.039%
2/17/2023	Truist Financial Corp	584,182	$33M	0.1%	-40.2%	0.306%
2/17/2023	Covenant Partners LLC	128,229	$7.24M	2.9%	+10.3%	0.067%
2/17/2023	Ascent Group LLC	4,995	$0.28M	0.0%	-24.7%	0.003%
2/16/2023	GHP Investment Advisors Inc.	2,850	$0.16M	0.0%	-26.9%	0.001%
2/16/2023	Moneta Group Investment Advisors LLC	1,582	$19.52M	0.5%	-99.5%	0.001%
2/16/2023	Alliancebernstein L.P.	58,288	$3.29M	0.0%	-84.3%	0.031%
2/16/2023	Certified Advisory Corp	18,178	$1.03M	0.2%	-35.4%	0.010%
2/16/2023	Financial Advocates Investment Management	4,003	$0.21M	0.0%	N/A	0.002%
2/16/2023	Pacific Capital Wealth Advisors Inc.	83,370	$4.71M	1.2%	-6.7%	0.044%
2/16/2023	Personal Capital Advisors Corp	9,435	$0.53M	0.0%	+2.4%	0.005%
2/16/2023	Probity Advisors Inc.	48,845	$2.76M	0.6%	+3.3%	0.026%
2/16/2023	United Capital Financial Advisers LLC	15,425	$0.87M	0.0%	-20.3%	0.008%
2/16/2023	Harbour Investments Inc.	1,766	$100K	0.0%	+19.7%	0.001%
2/16/2023	One Capital Management LLC	533,309	$30.12M	1.6%	+8.4%	0.280%
2/16/2023	CoreFirst Bank & Trust	2,324	$0.13M	0.1%	N/A	0.001%
2/15/2023	Steward Partners Investment Advisory LLC	28,100	$1.59M	0.0%	-12.1%	0.015%
2/15/2023	CI Private Wealth LLC	674,891	$38.12M	0.1%	N/A	0.354%
2/15/2023	Moneta Group Investment Advisors LLC	345,518,201	$19.51B	0.5%	+103,894.4%	181.279%
2/15/2023	Atlas Capital Advisors LLC	30,355	$1.71M	0.3%	-5.5%	0.016%
2/15/2023	State of Tennessee Treasury Department	459,286	$25.94M	0.1%	+4.5%	0.241%
2/15/2023	DRW Securities LLC	72,880	$4.12M	0.1%	N/A	0.038%
2/15/2023	Captrust Financial Advisors	118,431	$6.69M	0.0%	-26.0%	0.062%
2/15/2023	IHT Wealth Management LLC	21,846	$1.23M	0.1%	-42.9%	0.011%
2/15/2023	SageView Advisory Group LLC	7,717	$0.44M	0.0%	N/A	0.004%
2/15/2023	1832 Asset Management L.P.	720,790	$40.71M	0.1%	+0.1%	0.378%
2/15/2023	Waverly Advisors LLC	171,041	$9.66M	0.5%	+5.0%	0.090%
2/15/2023	Cahill Financial Advisors Inc.	51,307	$2.90M	0.6%	+2.7%	0.027%
2/15/2023	Cerity Partners LLC	11,958	$0.68M	0.0%	+7.9%	0.006%
2/15/2023	Toroso Investments LLC	5,464	$0.31M	0.0%	N/A	0.003%

2/15/2023	Signet Financial Management LLC	16,865	$0.95M	0.2%	-2.9%	0.009%
2/15/2023	Linscomb & Williams Inc.	4,135	$0.23M	0.0%	N/A	0.002%
2/15/2023	Mackenzie Financial Corp	35,865	$2.03M	0.0%	-10.4%	0.019%
2/15/2023	MAS Advisors LLC	16,328	$0.92M	0.9%	+6.0%	0.009%
2/15/2023	Millennium Management LLC	19,999	$1.13M	0.0%	N/A	0.010%
2/15/2023	Money Concepts Capital Corp	1,139	$64K	0.0%	+5,595.0%	0.001%
2/15/2023	Morgan Stanley	4,762,951	$269.01M	0.0%	+66.3%	2.499%
2/15/2023	Mariner LLC	157,508	$8.90M	0.0%	-15.0%	0.083%
2/15/2023	Exencial Wealth Advisors LLC	223,315	$12.61M	0.7%	-9.1%	0.117%
2/15/2023	Equitable Holdings Inc.	481,144	$27.18M	0.5%	+4.1%	0.252%
2/15/2023	First Manhattan Co.	494	$28K	0.0%	N/A	0.000%
2/15/2023	Frontier Asset Management LLC	71,698	$4.05M	1.9%	+152.4%	0.038%
2/15/2023	Alps Advisors Inc.	138,422	$7.82M	0.1%	+0.5%	0.073%
2/15/2023	Auto Owners Insurance Co	52,300	$2.95M	0.1%	N/A	0.027%
2/15/2023	RF&L Wealth Management LLC	10,065	$0.57M	0.6%	N/A	0.005%
2/14/2023	Oxford Financial Group Ltd.	6,028	$0.34M	0.0%	+5,234.5%	0.003%
2/14/2023	Meeder Asset Management Inc.	44,486	$2.51M	0.2%	-3.3%	0.023%
2/14/2023	Interchange Capital Partners LLC	14,000	$0.79M	0.8%	-11.9%	0.007%
2/14/2023	Cetera Advisor Networks LLC	37,717	$2.13M	0.0%	+6.2%	0.020%
2/14/2023	Cetera Investment Advisers	101,134	$5.71M	0.1%	+45.2%	0.053%
2/14/2023	Cetera Advisors LLC	7,064	$0.40M	0.0%	+18.1%	0.004%
2/14/2023	Cary Street Partners Asset Management LLC	941	$53K	0.0%	-33.0%	0.000%
2/14/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	88,978	$5.02M	0.4%	+5.6%	0.047%
2/13/2023	Pathstone Family Office LLC	201,208	$11.35M	0.2%	+18.1%	0.106%
2/13/2023	First Republic Investment Management Inc.	35,877	$2.03M	0.0%	+17.4%	0.019%
2/13/2023	Charles Schwab Investment Advisory Inc.	17,793	$1.01M	0.0%	+1.3%	0.009%
2/13/2023	Deutsche Bank AG	23,673	$1.34M	0.0%	-2.5%	0.012%
2/13/2023	Brown Advisory Inc.	55,507	$3.14M	0.0%	-2.7%	0.029%
2/13/2023	Brooklyn FI LLC	10,506	$3.06M	2.2%	-61.5%	0.006%
2/13/2023	Baird Financial Group Inc.	100,417	$5.67M	0.0%	-70.1%	0.053%
2/13/2023	Kingsview Wealth Management LLC	6,300	$0.36M	0.0%	+2.8%	0.003%
2/13/2023	Wealthcare Advisory Partners LLC	319,569	$18.05M	0.9%	+30.7%	0.168%
2/13/2023	BOKF NA	17,852	$1.01M	0.0%	-50.9%	0.009%
2/13/2023	Bessemer Group Inc.	87,390	$4.94M	0.0%	+4.9%	0.046%
2/13/2023	Resolute Financial LLC	18,218	$1.03M	0.9%	+15.7%	0.010%
2/13/2023	Wells Fargo & Company MN	460,974	$26.04M	0.0%	-12.6%	0.242%
2/13/2023	Peloton Wealth Strategists	27,037	$1.53M	0.7%	-2.5%	0.014%
2/13/2023	Heritage Wealth Management LLC	602	$34K	0.0%	+100.0%	0.000%
2/13/2023	Barclays PLC	384,900	$21.74M	0.0%	+11.2%	0.202%
2/13/2023	Coyle Financial Counsel LLC	36,467	$2.06M	1.0%	-2.9%	0.019%
2/13/2023	Shakespeare Wealth Management Inc.	293,497	$16.58M	6.1%	+3.6%	0.154%
2/13/2023	Pinnacle Wealth Planning Services Inc.	9,405	$0.53M	0.1%	-4.0%	0.005%
2/13/2023	Southern Wealth Management LLP	76,903	$4.34M	1.7%	-14.2%	0.040%
2/13/2023	Credit Suisse AG	53,246	$3.28M	0.0%	+558.7%	0.028%
2/13/2023	Truepoint Inc.	13,128	$0.74M	0.0%	N/A	0.007%
2/13/2023	Galvin Gaustad & Stein LLC	6,160	$0.35M	0.0%	+35.1%	0.003%
2/13/2023	TFC Financial Management Inc.	470	$27K	0.0%	-86.5%	0.000%
2/13/2023	American Century Companies Inc.	4,048	$0.23M	0.0%	-93.0%	0.002%
2/13/2023	Delta Asset Management LLC TN	876	$49K	0.0%	N/A	0.000%
2/13/2023	TAGStone Capital Inc.	18,235	$1.03M	0.8%	+1.1%	0.010%

2/13/2023	Choreo LLC	351,582	$19.86M	1.0%	+12.0%	0.184%
2/13/2023	Atria Wealth Solutions Inc.	50,510	$2.85M	0.0%	+0.5%	0.027%
2/13/2023	CIBC Private Wealth Group LLC	12,265	$0.69M	0.0%	N/A	0.006%
2/13/2023	Merriman Wealth Management LLC	80,901	$4.57M	0.2%	-4.3%	0.042%
2/13/2023	Pitcairn Co.	119,969	$6.78M	0.7%	N/A	0.063%
2/13/2023	JPMorgan Chase & Co.	632,937	$35.75M	0.0%	+19.9%	0.332%
2/13/2023	M&T Bank Corp	324,338	$18.43M	0.1%	-5.4%	0.170%
2/13/2023	Truefg LLC	3,598	$0.20M	0.1%	N/A	0.002%
2/13/2023	M Holdings Securities Inc.	75,337	$4.26M	0.4%	-11.4%	0.040%
2/13/2023	Quadrant Capital Group LLC	226,864	$12.81M	1.5%	-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

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iShares MSCI EAFE Small-Cap ETF - SCZ Institutional Ownership

SCZ Institutional Buying and Selling by Quarter

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

SCZ Institutional Ownership - Frequently Asked Questions

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iShares MSCI EAFE Small-Cap ETF - SCZ Institutional Ownership

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

SCZ Institutional Buying and Selling by Quarter

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

SCZ Institutional Ownership - Frequently Asked Questions