Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free SCZ Stock Alerts

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

iShares MSCI EAFE Small-Cap ETF logo
$82.65 +0.74 (+0.90%)
As of 07/24/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
344
Total
Institutional Outflows
(last 12 months)
$904.04M
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
7/10/2026 Investors Research Corp56,196$4.62M0.8%-5.0%0.033%
7/10/2026 Partnership Wealth Management LLC38,716$3.19M2.2%+4.2%0.023%
7/10/2026 Ocean Park Asset Management LLC105,074$8.64M0.4%+872.6%0.062%
7/10/2026 City Holding Co.1,700$140K0.0%N/A0.001%
7/10/2026 Charles Schwab Trust Co113,154$9.31M0.5%-4.8%0.067%
7/10/2026 Prosperity Planning Inc.30,107$2.48M0.6%-1.3%0.018%
7/10/2026 William Howard & Co Financial Advisors Inc8,447$695K0.5%-3.7%0.005%
7/10/2026 Wealthcare Advisory Partners LLC424,121$34.89M0.7%+4.4%0.249%
7/9/2026 Wealthcare Capital Partners LLC11,519$948K0.4%+1.3%0.007%
7/9/2026 Financial Advisory Corp550,184$45.26M6.0%-5.4%0.324%
7/9/2026 Professional Financial Advisors LLC46,618$3.84M0.7%-20.3%0.027%
7/9/2026 Wealthcare Capital Management LLC15,219$1.25M0.1%-5.8%0.009%
7/9/2026 Sax Wealth Advisors LLC34,412$2.70M0.1%+115.0%0.020%
7/9/2026 Breakwater Capital Group32,889$2.71M0.3%+1.6%0.019%
7/9/2026 Valeo Financial Advisors LLC4,161$342K0.0%+6.6%0.002%
7/8/2026 Beaird Harris Wealth Management LLC5,861$482K0.0%-7.2%0.003%
7/8/2026 Finley Financial LLC1,050$86K0.0%+16.7%0.001%
7/8/2026 Factor Wealth Management LTD4,443$366K0.1%-33.6%0.003%
7/8/2026 Elmwood Wealth Management Inc.30,040$2.47M0.6%-1.0%0.017%
7/8/2026 Westmount Partners LLC12,829$1.06M0.2%+2.1%0.007%
7/8/2026 Stonehearth Capital Management LLC20,937$1.72M0.6%N/A0.012%
7/8/2026 Evanson Financial LLC20,966$1.73M0.1%N/A0.012%
7/7/2026 Avior Wealth Management LLC35,806$2.94M0.1%-0.4%0.021%
7/7/2026 Canandaigua National Bank & Trust Co.3,584$295K0.0%N/A0.002%
7/6/2026 Sincerus Advisory LLC30,679$2.52M1.7%+1.7%0.018%
7/2/2026 Collective Family Office LLC4,299$354K0.1%-4.0%0.002%
7/1/2026 Miller Global Investments LLC1,843$152K0.1%-16.2%0.001%
6/18/2026Western Wealth Management LLC2,132$167K0.0%N/A0.001%
6/15/2026J. R. Prunier Capital Management LLC5,354$420K0.2%-7.2%0.003%
6/3/2026Parallel Advisors LLC18,438$1.45M0.0%+74.8%0.011%
6/3/2026NewEdge Advisors LLC131,337$10.30M0.0%+7.2%0.077%
6/1/2026Dala Group LLC9,003$706K0.6%N/A0.005%
6/1/2026Keel Point LLC19,293$1.51M0.1%+7.5%0.011%
5/29/2026 Mullaney Keating & Wright Inc.4,139$325K0.2%-4.2%0.002%
5/19/2026Western Wealth Management LLC2,132$167K0.0%N/A0.001%
5/19/2026 Winnow Wealth LLC5,568$437K0.3%+42,730.8%0.003%
5/19/2026Bank of America Corp DE2,452,274$192.28M0.0%+35.3%1.429%
5/19/2026Arkadios Wealth Advisors14,961$1.17M0.0%+296.0%0.009%
5/18/2026Royal Bank of Canada143,446$11.25M0.0%-6.0%0.084%
5/16/2026Quantinno Capital Management LP14,683$1.15M0.0%-8.2%0.009%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
5/15/2026Gateway Wealth Partners LLC5,057$396K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC77,682$6.09M0.0%-4.5%0.045%
5/14/2026 Sentinel Advisory Group LLC3,307$259K0.1%N/A0.002%
5/14/2026Renaissance Technologies LLC74,467$5.84M0.0%+44.3%0.043%
5/14/2026FCA Corp TX59,496$4.67M1.3%-6.7%0.035%
5/14/2026Compound Planning Inc.21,160$1.66M0.1%+72.8%0.012%
5/14/2026Klingman & Associates LLC156,770$12.29M0.6%-0.6%0.091%
5/14/2026Modern Wealth Management LLC3,992$318K0.0%-7.8%0.002%
5/14/2026 American Financial Advisors LLC31,068$2.44M0.3%-8.6%0.018%
5/14/2026Sei Investments Co.47,868$3.75M0.0%-34.5%0.028%
5/14/2026Lido Advisors LLC152,294$11.94M0.0%+368.3%0.089%
5/13/2026Cetera Investment Advisers1,131,350$88.71M0.1%+5.1%0.659%
5/13/2026Wealthspire Retirement LLC92,157$7.23M0.4%+5.3%0.054%
5/13/2026Clearwater Capital Advisors LLC60,698$4.76M0.4%-2.3%0.035%
5/13/2026Sachem Hill LLC111,144$8.72M1.7%-2.7%0.065%
5/13/2026Arvest Bank Trust Division313,649$24.59M1.3%-1.5%0.183%
5/13/2026 First Citizens Bank & Trust Co.197,137$15.46M0.3%-2.1%0.115%
5/13/2026Alesco Advisors LLC An ESL Co143,111$11.22M0.3%-2.2%0.083%
5/8/2026PNC Financial Services Group Inc.496,916$38.96M0.0%-3.0%0.290%
5/8/2026Glenview Trust Co12,674$994K0.0%-4.5%0.007%
5/8/2026Cassaday & Co Wealth Management LLC1,258,490$98.68M2.1%-1.0%0.733%
5/8/2026 Cutler Investment Counsel LLC8,057$632K0.1%-4.2%0.005%
5/7/2026Parallel Advisors LLC18,438$1.45M0.0%+74.8%0.011%
5/7/2026Windward Private Wealth Management Inc.8,475$665K0.2%-10.1%0.005%
5/6/2026Sterling Financial Planning Inc.16,559$1.30M0.4%-6.3%0.010%
5/6/2026IMA Advisory Services Inc.225,289$17.65M1.7%+80.4%0.131%
5/6/2026Ceera Investments LLC3,475$272K0.1%+10.3%0.002%
5/6/2026Bartlett & CO. Wealth Management LLC34,731$2.87M0.0%-8.3%0.020%
5/6/2026Frontier Asset Management LLC129,905$10.19M2.1%+524.4%0.076%
5/6/2026Simon Quick Advisors LLC28,349$2.22M0.1%+2.4%0.017%
5/6/2026Modera Wealth Management LLC894,861$70.17M0.8%-2.3%0.521%
5/6/2026Assetmark Inc.1,637$128K0.0%+13.1%0.001%
5/6/2026Angeles Wealth Management LLC463$36K0.0%+97.0%0.000%
5/6/2026Financiere des Professionnels Fonds d investissement inc.61,500$4.82M0.3%-60.8%0.036%
5/6/2026Bessemer Group Inc.107,625$8.44M0.0%+7.1%0.063%
5/6/2026Allspring Global Investments Holdings LLC3,795$299K0.0%-97.2%0.002%
5/6/2026 Independent Financial Group LLC4,380$343K0.0%N/A0.003%
5/5/2026Financial Harvest LLC7,534$591K0.3%-2.9%0.004%
5/5/2026D.A. Davidson & CO.33,916$2.66M0.0%-1.6%0.020%
5/5/2026Bank of New York Mellon Corp3,174,657$248.93M0.0%+0.7%1.850%
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%
5/4/2026 Empirical 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%
5/4/2026 Procyon Advisors LLC8,709$683K0.0%-8.0%0.005%
5/2/2026Strategic Wealth Advisors LLC39,496$3.10M2.5%-2.7%0.023%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
5/2/2026Diversify 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%
5/1/2026Citizens Financial Group Inc. RI27,579$2.16M0.0%-3.5%0.016%
5/1/2026Fifth Third Bancorp302,862$23.75M0.0%+36.7%0.176%
5/1/2026Droms Strauss Advisors Inc. MO ADV32,151$2.52M0.7%-6.7%0.019%
5/1/2026Simplicity Wealth LLC5,776$453K0.0%-5.7%0.003%
5/1/2026Beacon 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%
5/1/2026DMC Group LLC9,370$735K0.5%+14.2%0.005%
4/30/2026 First Horizon Corp7,074$555K0.0%-21.5%0.004%


SCZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 730 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), Bank of New York Mellon Corp ($248.93M), and Goldman Sachs Group Inc. ($208.69M).Learn more on iShares MSCI EAFE Small-Cap ETF's institutional investors.

Of the 586 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 ($16.82M), Brooklyn FI LLC ($4.82M), Auto Owners Insurance Co ($4.06M), JPMorgan Chase & Co. ($3.80M), Bank of America Corp DE ($2.24M), Wellington Management Group LLP ($1.24M), and Jane Street Group LLC ($916.81K).

Institutional investors have bought a total of 20,269,278 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

Of the 338 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), PNC Financial Services Group Inc. ($940.03K), Envestnet Asset Management Inc. ($652.26K), Franklin Resources Inc. ($495.46K), Corient Private Wealth LLC ($486.61K), UBS Group AG ($430.87K), and Morgan Stanley ($426.60K).

Institutional investors have sold a total of 12,062,075 shares in the last 24 months. This volume of shares sold represents approximately $904.04M in transactions.


Related Companies

This page (NASDAQ:SCZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel