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

iShares MSCI EAFE Small-Cap ETF logo
$87.48 +1.23 (+1.43%)
As of 04:00 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)
328
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
311
Total
Institutional Outflows
(last 12 months)
$540.82M
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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
9/2/2026Range Advisory LLC172,369$14.18M1.7%+51.1%0.109%
8/27/2026 Corient Private Wealth LP234,532$19.30M0.0%-52.3%0.148%
8/23/2026 DMC Group LLC8,265$680K0.5%-11.8%0.005%
8/23/2026 Beaird Harris Wealth Management LLC5,861$482K0.0%-7.2%0.004%
8/22/2026 Advisory Solutions Group LLC7,886$649K0.2%N/A0.005%
8/22/2026 Cooke Wealth Management LLC54,179$4.46M3.6%-1.5%0.034%
8/22/2026 DORVAL Corp131,697$10.84M3.2%+1.7%0.083%
8/22/2026 Concurrent Investment Advisors LLC41,895$3.45M0.0%+46.8%0.026%
8/21/2026 Continuum Advisory LLC17,714$1.46M0.1%+2.4%0.011%
8/21/2026 Hudson Portfolio Management LLC18,870$1.55M1.2%-1.0%0.012%
8/21/2026 Sunburst Financial Group LLC241,685$19.88M3.3%N/A0.153%
8/21/2026 XML Financial LLC3,740$308K0.0%N/A0.002%
8/21/2026 Tsfg LLC699$58K0.0%+150.5%0.000%
8/21/2026 KFA Private Wealth Group LLC5,044$415K0.1%+24.0%0.003%
8/21/2026 Bedel Financial Consulting Inc.74,311$6.11M0.6%+601.4%0.047%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.8,682$714K0.3%N/A0.005%
8/21/2026 Investors Research Corp56,219$4.63M0.8%-5.0%0.035%
8/21/2026 Rinkey Investments40,795$3.36M0.8%N/A0.026%
8/20/2026 Nwam LLC39,925$3.29M0.2%+527.3%0.025%
8/20/2026 NorthLanding Financial Partners LLC2,187$180K0.2%N/A0.001%
8/20/2026 Rehmann Capital Advisory Group10,772$942K0.0%+48.0%0.007%
8/20/2026 JNBA Financial Advisors2,953$243K0.0%+321.9%0.002%
8/20/2026 Oarsman Capital Inc.12,057$918K0.1%N/A0.008%
8/20/2026 ICONIQ Capital LLC1,496,797$123.14M3.7%N/A0.945%
8/20/2026 Rothschild Capital Partners LLC51,937$4.27M1.0%N/A0.033%
8/20/2026 RPg Family Wealth Advisory LLC24,245$2.12M0.3%+7.2%0.015%
8/20/2026 Headlands Technologies LLC68,523$5.64M0.6%N/A0.043%
8/19/2026 Wellington Management Group LLP1,070,547$88.07M0.0%-27.6%0.676%
8/7/2026 Trust Co. of Vermont3,483$287K0.0%N/A0.002%
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%
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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%
6/18/2026 Western Wealth Management LLC2,132$167K0.0%N/A0.001%
6/15/2026J. R. Prunier Capital Management LLC5,354$420K0.2%-7.2%0.003%
6/3/2026 Parallel Advisors LLC18,438$1.45M0.0%+74.8%0.011%
6/3/2026 NewEdge Advisors LLC131,337$10.30M0.0%+7.2%0.077%
6/1/2026 Dala Group LLC9,003$706K0.6%N/A0.005%
6/1/2026 Keel 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%
5/19/2026 Western Wealth Management LLC2,132$167K0.0%N/A0.001%
5/19/2026 Winnow Wealth LLC5,568$437K0.3%+42,730.8%0.003%
5/19/2026 Bank of America Corp DE2,452,274$192.28M0.0%+35.3%1.429%
5/19/2026 Arkadios Wealth Advisors14,961$1.17M0.0%+296.0%0.009%
5/18/2026 Royal Bank of Canada143,446$11.25M0.0%-6.0%0.084%
5/16/2026 Quantinno Capital Management LP14,683$1.15M0.0%-8.2%0.009%
5/15/2026 Gateway Wealth Partners LLC5,057$396K0.0%N/A0.003%
5/15/2026 Waverly Advisors LLC77,682$6.09M0.0%-4.5%0.045%
5/14/2026 Sentinel Advisory Group LLC3,307$259K0.1%N/A0.002%
5/14/2026 Renaissance Technologies LLC74,467$5.84M0.0%+44.3%0.043%
5/14/2026 FCA Corp TX59,496$4.67M1.3%-6.7%0.035%
5/14/2026 Compound Planning Inc.21,160$1.66M0.1%+72.8%0.012%
5/14/2026 Klingman & Associates LLC156,770$12.29M0.6%-0.6%0.091%
5/14/2026 Modern 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%
5/14/2026 Sei Investments Co.47,868$3.75M0.0%-34.5%0.028%
5/14/2026 Lido Advisors LLC152,294$11.94M0.0%+368.3%0.089%
5/13/2026 Cetera Investment Advisers1,131,350$88.71M0.1%+5.1%0.659%
5/13/2026 Wealthspire Retirement LLC92,157$7.23M0.4%+5.3%0.054%
5/13/2026 Clearwater Capital Advisors LLC60,698$4.76M0.4%-2.3%0.035%
5/13/2026 Sachem Hill LLC111,144$8.72M1.7%-2.7%0.065%
5/13/2026 Arvest 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%
5/13/2026 Alesco Advisors LLC An ESL Co143,111$11.22M0.3%-2.2%0.083%
5/8/2026 PNC Financial Services Group Inc.496,916$38.96M0.0%-3.0%0.290%
5/8/2026 Glenview Trust Co12,674$994K0.0%-4.5%0.007%
5/8/2026 Cassaday & Co Wealth Management LLC1,258,490$98.68M2.1%-1.0%0.733%
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5/8/2026 Cutler Investment Counsel LLC8,057$632K0.1%-4.2%0.005%
5/7/2026 Parallel Advisors LLC18,438$1.45M0.0%+74.8%0.011%
5/7/2026 Windward Private Wealth Management Inc.8,475$665K0.2%-10.1%0.005%
5/6/2026 Sterling Financial Planning Inc.16,559$1.30M0.4%-6.3%0.010%
5/6/2026 IMA Advisory Services Inc.225,289$17.65M1.7%+80.4%0.131%
5/6/2026 Ceera Investments LLC3,475$272K0.1%+10.3%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC34,731$2.87M0.0%-8.3%0.020%
5/6/2026 Frontier Asset Management LLC129,905$10.19M2.1%+524.4%0.076%
5/6/2026 Simon Quick Advisors LLC28,349$2.22M0.1%+2.4%0.017%
5/6/2026 Modera Wealth Management LLC894,861$70.17M0.8%-2.3%0.521%


SCZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 725 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 579 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 ($13.95M), Brooklyn FI LLC ($4.82M), Auto Owners Insurance Co ($4.06M), JPMorgan Chase & Co. ($3.80M), Bank of America Corp DE ($2.24M), ICONIQ Capital LLC ($1.50M), and Wellington Management Group LLP ($1.24M).

Institutional investors have bought a total of 13,018,336 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 311 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: Wellington Management Group LLP ($625.84K), JPMorgan Chase & Co. ($470.07K), UBS Group AG ($430.87K), Morgan Stanley ($426.60K), Bank of America Corp DE ($365.74K), Flow Traders U.S. LLC ($318.53K), and Corient Private Wealth LLC ($298.93K).

Institutional investors have sold a total of 6,976,058 shares in the last 24 months. This volume of shares sold represents approximately $540.82M in transactions.


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Institutional ownership data for NASDAQ:SCZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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