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

iShares MSCI EAFE Small-Cap ETF logo
$83.95 +0.33 (+0.39%)
Closing price 04:00 PM Eastern
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$83.96 +0.00 (+0.01%)
As of 07:30 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)
337
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$518.55M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC531,373$44.86M0.7%N/A0.347%
10/13/202621 West Wealth Management LLC9,929$838K0.7%+1.7%0.006%
10/13/2026Sax Wealth Advisors LLC35,933$3.03M0.1%+4.4%0.023%
10/13/2026Avior Wealth Management LLC28,591$2.41M0.1%-27.7%0.019%
10/10/2026RTD Financial Advisors Inc.169,009$14.27M1.6%-0.3%0.111%
10/10/2026Davidson Trust Co.3,335$282K0.1%N/A0.002%
10/9/2026Williams & Novak Wealth Management LLC6,728$568K0.3%-25.6%0.004%
10/9/2026Wedmont Private Capital13,273$1.11M0.0%+3.1%0.009%
10/9/2026Breakwater Capital Group33,898$2.86M0.3%+3.1%0.022%
10/9/2026Prosperity Planning Inc.29,606$2.50M0.6%-1.7%0.020%
10/9/2026Acropolis Investment Management LLC31,810$2.69M0.1%N/A0.021%
10/8/2026Farther Finance Advisors LLC24,901$2.10M0.0%-2.3%0.016%
10/8/2026CoreCap Advisors LLC3,320$261K0.0%+8.0%0.002%
10/8/2026Atwood & Palmer Inc.583$49K0.0%N/A0.000%
10/8/2026Apella Capital LLC31,752$2.66M0.0%+189.3%0.021%
10/8/2026Avidian Wealth Enterprises LLC14,016$1.18M0.0%N/A0.009%
10/7/2026KFA Private Wealth Group LLC4,691$396K0.1%-7.0%0.003%
10/7/2026Canandaigua National Trust Co of Florida2,550$215K0.1%N/A0.002%
10/7/2026Canandaigua National Bank & Trust Co.3,584$303K0.0%N/A0.002%
10/7/2026Investors Research Corp44,612$3.77M0.6%-20.6%0.029%
10/7/2026American National Bank & Trust521$44K0.0%N/A0.000%
10/5/2026Tompkins Financial Corp456$38K0.0%N/A0.000%
10/5/2026Partnership Wealth Management LLC37,620$3.18M2.2%-2.8%0.025%
10/5/2026Ferguson Wellman Capital Management Inc.16,728$1.41M0.0%N/A0.011%
10/1/2026 Montecito Bank & Trust5,436$459K0.1%N/A0.004%
9/23/2026Envestnet Portfolio Solutions Inc.263,593$21.69M0.1%+31.3%0.174%
9/23/2026Envestnet Asset Management Inc.554,806$45.60M0.0%-3.8%0.366%
9/9/2026Tortoise Investment Management LLC15,081$1.24M0.1%-3.0%0.010%
9/9/2026Gemmer Asset Management LLC2,468$203K0.0%N/A0.002%
9/9/2026Capital Analysts LLC27,886$2.29M0.1%+4.4%0.018%
9/9/2026SVB Wealth LLC57,388$4.72M0.3%-4.9%0.036%
9/9/2026Pinnacle Wealth Management Advisory Group LLC36,048$2.97M0.2%-3.8%0.023%
9/9/2026Integrated Wealth Concepts LLC106,188$8.74M0.1%+2.8%0.067%
9/9/2026NewEdge Advisors LLC143,478$11.80M0.0%+9.2%0.091%
9/9/2026Pointe Capital Management LLC37,483$3.08M1.4%+2.8%0.024%
9/9/2026Baird Financial Group Inc.127,823$10.52M0.0%+4.1%0.081%
9/9/2026BayBridge Capital Group LLC13,563$1.12M0.6%+3.4%0.009%
9/8/2026Allworth Financial LP62,890$5.17M0.0%-4.4%0.040%
9/8/2026Waverly Advisors LLC74,463$6.13M0.0%-4.1%0.047%
9/4/2026Parkside Financial Bank & Trust72,294$5.95M0.4%+2.9%0.046%
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9/2/2026Range Advisory LLC172,369$14.18M1.7%+51.1%0.109%
8/27/2026Corient Private Wealth LP234,532$19.30M0.0%-52.3%0.148%
8/23/2026DMC Group LLC8,265$680K0.5%-11.8%0.005%
8/23/2026Beaird Harris Wealth Management LLC5,861$482K0.0%-7.2%0.004%
8/22/2026Advisory Solutions Group LLC7,886$649K0.2%N/A0.005%
8/22/2026Cooke Wealth Management LLC54,179$4.46M3.6%-1.5%0.034%
8/22/2026DORVAL Corp131,697$10.84M3.2%+1.7%0.083%
8/22/2026Concurrent Investment Advisors LLC41,895$3.45M0.0%+46.8%0.026%
8/21/2026Continuum Advisory LLC17,714$1.46M0.1%+2.4%0.011%
8/21/2026Hudson Portfolio Management LLC18,870$1.55M1.2%-1.0%0.012%
8/21/2026Sunburst Financial Group LLC241,685$19.88M3.3%N/A0.153%
8/21/2026XML Financial LLC3,740$308K0.0%N/A0.002%
8/21/2026Tsfg LLC699$58K0.0%+150.5%0.000%
8/21/2026KFA Private Wealth Group LLC5,044$415K0.1%+24.0%0.003%
8/21/2026Bedel Financial Consulting Inc.74,311$6.11M0.6%+601.4%0.047%
8/21/2026Murphy Middleton Hinkle & Parker Inc.8,682$714K0.3%N/A0.005%
8/21/2026Investors Research Corp56,219$4.63M0.8%-5.0%0.035%
8/21/2026Rinkey Investments40,795$3.36M0.8%N/A0.026%
8/20/2026Nwam LLC39,925$3.29M0.2%+527.3%0.025%
8/20/2026NorthLanding Financial Partners LLC2,187$180K0.2%N/A0.001%
8/20/2026Rehmann Capital Advisory Group10,772$942K0.0%+48.0%0.007%
8/20/2026JNBA Financial Advisors2,953$243K0.0%+321.9%0.002%
8/20/2026Oarsman Capital Inc.12,057$918K0.1%N/A0.008%
8/20/2026ICONIQ Capital LLC1,496,797$123.14M3.7%N/A0.945%
8/20/2026Rothschild Capital Partners LLC51,937$4.27M1.0%N/A0.033%
8/20/2026RPg Family Wealth Advisory LLC24,245$2.12M0.3%+7.2%0.015%
8/20/2026Headlands Technologies LLC68,523$5.64M0.6%N/A0.043%
8/19/2026Wellington Management Group LLP1,070,547$88.07M0.0%-27.6%0.676%
8/7/2026Trust Co. of Vermont3,483$287K0.0%N/A0.002%
7/10/2026Investors Research Corp56,196$4.62M0.8%-5.0%0.033%
7/10/2026Partnership Wealth Management LLC38,716$3.19M2.2%+4.2%0.023%
7/10/2026Ocean Park Asset Management LLC105,074$8.64M0.4%+872.6%0.062%
7/10/2026City Holding Co.1,700$140K0.0%N/A0.001%
7/10/2026Charles Schwab Trust Co113,154$9.31M0.5%-4.8%0.067%
7/10/2026Prosperity Planning Inc.30,107$2.48M0.6%-1.3%0.018%
7/10/2026William Howard & Co Financial Advisors Inc8,447$695K0.5%-3.7%0.005%
7/10/2026Wealthcare Advisory Partners LLC424,121$34.89M0.7%+4.4%0.249%
7/9/2026Wealthcare Capital Partners LLC11,519$948K0.4%+1.3%0.007%
7/9/2026Financial Advisory Corp550,184$45.26M6.0%-5.4%0.324%
7/9/2026Professional Financial Advisors LLC46,618$3.84M0.7%-20.3%0.027%
7/9/2026Wealthcare Capital Management LLC15,219$1.25M0.1%-5.8%0.009%
7/9/2026Sax Wealth Advisors LLC34,412$2.70M0.1%+115.0%0.020%
7/9/2026Breakwater Capital Group32,889$2.71M0.3%+1.6%0.019%
7/9/2026Valeo Financial Advisors LLC4,161$342K0.0%+6.6%0.002%
7/8/2026Beaird Harris Wealth Management LLC5,861$482K0.0%-7.2%0.003%
7/8/2026Finley Financial LLC1,050$86K0.0%+16.7%0.001%
7/8/2026Factor Wealth Management LTD4,443$366K0.1%-33.6%0.003%
7/8/2026Elmwood Wealth Management Inc.30,040$2.47M0.6%-1.0%0.017%
7/8/2026Westmount Partners LLC12,829$1.06M0.2%+2.1%0.007%
7/8/2026Stonehearth Capital Management LLC20,937$1.72M0.6%N/A0.012%
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7/8/2026Evanson Financial LLC20,966$1.73M0.1%N/A0.012%
7/7/2026Avior Wealth Management LLC35,806$2.94M0.1%-0.4%0.021%
7/7/2026Canandaigua National Bank & Trust Co.3,584$295K0.0%N/A0.002%
7/6/2026Sincerus Advisory LLC30,679$2.52M1.7%+1.7%0.018%
7/2/2026Collective 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%


SCZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 726 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 578 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 13,717,277 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 306 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 Franklin Resources Inc. ($298.45K).

Institutional investors have sold a total of 6,664,692 shares in the last 24 months. This volume of shares sold represents approximately $518.55M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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