Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

iShares MSCI EAFE Small-Cap ETF logo
$85.16 0.00 (0.00%)
As of 05/22/2026 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)
388
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
353
Total
Institutional Outflows
(last 12 months)
$978.15M
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
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%
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%
5/6/2026 Assetmark Inc.1,637$128K0.0%+13.1%0.001%
5/6/2026 Angeles Wealth Management LLC463$36K0.0%+97.0%0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.61,500$4.82M0.3%-60.8%0.036%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

Claim Your Stake Now
5/6/2026 Bessemer Group Inc.107,625$8.44M0.0%+7.1%0.063%
5/6/2026 Allspring Global Investments Holdings LLC3,795$299K0.0%-97.2%0.002%
5/6/2026 Independent Financial Group LLC4,380$343K0.0%N/A0.003%
5/5/2026 Financial Harvest LLC7,534$591K0.3%-2.9%0.004%
5/5/2026 D.A. Davidson & CO.33,916$2.66M0.0%-1.6%0.020%
5/5/2026 Bank of New York Mellon Corp3,174,657$248.93M0.0%+0.7%1.850%
5/5/2026 Geneos Wealth Management Inc.19,837$1.56M0.0%+20.0%0.012%
5/5/2026 Sanctuary Advisors LLC13,599$1.07M0.0%+12.6%0.008%
5/5/2026 Checchi Capital Advisers LLC169,123$13.26M0.7%-8.3%0.099%
5/4/2026 Retirement 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%
5/4/2026 Bryn Mawr Trust Advisors LLC230,756$18.09M0.9%+15.5%0.134%
5/4/2026 Bleakley Financial Group LLC100,329$7.87M0.1%+1.7%0.058%
5/4/2026 Uptick Partners LLC4,502$353K0.1%-18.2%0.003%
5/4/2026 Procyon Advisors LLC8,709$683K0.0%-8.0%0.005%
5/2/2026 Strategic Wealth Advisors LLC39,496$3.10M2.5%-2.7%0.023%
5/2/2026 Diversify 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%
5/1/2026 Citizens Financial Group Inc. RI27,579$2.16M0.0%-3.5%0.016%
5/1/2026 Fifth Third Bancorp302,862$23.75M0.0%+36.7%0.176%
5/1/2026 Droms Strauss Advisors Inc. MO ADV32,151$2.52M0.7%-6.7%0.019%
5/1/2026 Simplicity Wealth LLC5,776$453K0.0%-5.7%0.003%
5/1/2026 Beacon 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%
5/1/2026 DMC Group LLC9,370$735K0.5%+14.2%0.005%
4/30/2026 First Horizon Corp7,074$555K0.0%-21.5%0.004%
4/30/2026 Kestra Advisory Services LLC33,989$2.67M0.0%+8.8%0.020%
4/30/2026 Beam Wealth Advisors Inc.41,567$3.26M0.8%+8.5%0.024%
4/30/2026 CFS Investment Advisory Services LLC3,777$322K0.0%-3.2%0.002%
4/30/2026 First Interstate Bank5,660$444K0.0%+15.3%0.003%
4/30/2026 Efficient Advisors LLC18,583$1.46M0.1%-8.7%0.011%
4/29/2026 Bank of Stockton89,429$7.01M2.2%-5.1%0.052%
4/29/2026 Integrated Advisors Network LLC5,371$421K0.0%-2.5%0.003%
4/28/2026 Walkner Condon Financial Advisors LLC17,231$1.35M0.2%+9.2%0.010%
4/28/2026 Tanglewood Legacy Advisors LLC1,615$127K0.0%N/A0.001%
4/28/2026 Meramec Financial Planners LLC15,090$1.28M0.5%-10.2%0.009%
4/27/2026 BIP Wealth LLC30,625$2.40M0.1%-10.5%0.018%
4/27/2026 World Investment Advisors50,087$3.93M0.1%-9.2%0.029%
4/27/2026 Private Advisor Group LLC58,875$4.62M0.0%-8.4%0.034%
4/27/2026 Y Intercept Hong Kong Ltd12,414$973K0.0%+35.4%0.007%
4/27/2026 Sound Income Strategies LLC667$53K0.0%-17.8%0.000%
4/25/2026 Keybank National Association OH11,810$926K0.0%+8.5%0.007%
4/25/2026 Stevens Capital Partners5,575$437K0.1%N/A0.003%
4/25/2026 Physician Wealth Advisors Inc.13,044$1.02M0.1%-2.7%0.008%
4/25/2026 rebel Financial LLC45,174$3.54M1.5%-4.1%0.026%
4/24/2026 Root Financial Partners LLC1,221$96K0.0%+2,554.3%0.001%
4/24/2026 Bestgate Wealth Advisors LLC4,160$326K0.6%-15.0%0.002%
4/23/2026 Granite Harbor Advisors Inc.2,761$216K0.1%-6.1%0.002%
4/23/2026 SJS Investment Consulting Inc.2,782$218K0.0%+22.0%0.002%
4/23/2026 Forum Financial Management LP9,107$714K0.0%-9.0%0.005%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
4/23/2026 Fairway Wealth LLC428$34K0.0%N/A0.000%
4/23/2026 Continuum Advisory LLC17,302$1.36M0.1%-3.1%0.010%
4/23/2026 McLean Asset Management Corp10,429$818K0.1%-18.8%0.006%
4/22/2026 Ifrah Financial Services Inc.114,202$8.96M2.4%-2.3%0.066%
4/22/2026 Princeton Global Asset Management LLC2,413$189K0.0%N/A0.001%
4/22/2026 My Personal CFO LLC71,196$5.58M2.4%+1.9%0.041%
4/22/2026 Sterling Capital Management LLC84,128$6.60M0.1%-9.3%0.049%
4/22/2026 Narus Financial Partners LLC43,517$3.41M0.9%+1.9%0.025%
4/22/2026 Meridian Financial Advisors LLC3,974$312K0.2%-11.2%0.002%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC37,457$2.94M0.2%-11.5%0.022%


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), Matson Money. Inc. ($262.98M), and Bank of New York Mellon Corp ($248.93M).Learn more on iShares MSCI EAFE Small-Cap ETF's institutional investors.

Of the 584 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 21,263,996 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 353 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), Financiere des Professionnels Fonds d investissement inc. ($815.50K), Envestnet Asset Management Inc. ($652.26K), Franklin Resources Inc. ($495.46K), Corient Private Wealth LLC ($486.61K), and UBS Group AG ($430.87K).

Institutional investors have sold a total of 13,089,533 shares in the last 24 months. This volume of shares sold represents approximately $978.15M in transactions.


Related Companies

This page (NASDAQ:SCZ) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel