Gift Opening
$200 Off MarketBeat All Access
Thanks for being one of our best subscribers! You are eligible for a limited-time discount.
  •  days
  •  Hours
  •  Minutes
  •  Seconds
Claim Your Discount
×
Free Trial

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

$64.48
+0.23 (+0.36%)
(As of 05/17/2024 08:54 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
347
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$867.33M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Aspect Partners LLC13,596$861K0.7%+5.4%0.009%
5/17/2024 Citizens Financial Group Inc. RI38,970$2.47M0.1%-3.3%0.026%
5/17/2024 First Citizens Asset Management Inc.58,598$3.71M1.1%-32.5%0.039%
5/17/2024 William Howard & Co Financial Advisors Inc11,862$752K0.7%N/A0.008%
5/17/2024 Comerica Bank66,579$4.22M0.0%-19.3%0.044%
5/17/2024 Hancock Whitney Corp48,170$3.05M0.1%+4.8%0.032%
This Apple-like Innovator is Revolutionizing Healthcare (Ad)

AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

Click here to learn more about the booming eHealth industry
5/16/2024 Jane Street Group LLC4,009,048$253.89M0.1%+271.7%2.666%
5/16/2024 Waverly Advisors LLC156,251$9.90M0.2%-8.5%0.104%
5/15/2024 Ascent Group LLC3,190$202K0.0%-7.8%0.002%
5/15/2024 SVB Wealth LLC94,180$5.96M0.1%+8.5%0.063%
5/15/2024 Flow Traders U.S. LLC292,719$18.54M1.0%+108.6%0.195%
5/14/2024 Biltmore Family Office LLC8,557$542K0.1%-12.5%0.006%
5/14/2024 EP Wealth Advisors LLC5,271$334K0.0%-3.1%0.004%
5/14/2024 OLD Mission Capital LLC334,651$21.19M0.4%+194.0%0.223%
5/14/2024 Sax Wealth Advisors LLC14,449$915K0.1%-2.9%0.010%
5/14/2024 Crewe Advisors LLC32,296$2.05M0.2%+7.5%0.021%
5/14/2024 Lake Street Advisors Group LLC617,513$39.11M1.8%-19.2%0.411%
5/13/2024 Bessemer Group Inc.80,300$5.09M0.0%-4.1%0.053%
5/13/2024 Shakespeare Wealth Management LLC342,491$21.69M6.2%+5.1%0.228%
5/13/2024 O Shaughnessy Asset Management LLC19,913$1.26M0.0%+15.1%0.013%
5/13/2024 Rockport Wealth LLC39,650$2.51M0.9%N/A0.026%
5/11/2024 Beaumont Financial Advisors LLC4,949$313K0.0%+12.2%0.003%
5/11/2024 Catalytic Wealth RIA LLC4,031$255K0.1%N/A0.003%
5/10/2024 Osaic Holdings Inc.251,282$15.92M0.0%-12.0%0.167%
5/10/2024 Acadian Asset Management LLC77,200$4.89M0.0%+93.7%0.051%
5/10/2024 TIAA Trust National Association4,990,351$316.04M1.0%+19.0%3.318%
5/10/2024 Alera Investment Advisors LLC10,922$692K0.1%-5.0%0.007%
5/10/2024 Nicolet Advisory Services LLC28,553$1.81M0.2%-2.4%0.019%
5/10/2024 Kabouter Management LLC141,932$8.99M37.9%-80.4%0.094%
5/10/2024 TCTC Holdings LLC659$42K0.0%N/A0.000%
5/10/2024 Nwam LLC8,428$534K0.0%-19.5%0.006%
5/10/2024 Reston Wealth Management LLC29,399$1.86M0.8%-7.1%0.020%
5/9/2024 Brighton Jones LLC116,676$7.39M0.3%-3.0%0.078%
5/9/2024 Private Portfolio Partners LLC105,992$6.71M1.4%+2.4%0.070%
5/9/2024 Kingsview Wealth Management LLC7,633$483K0.0%+2.1%0.005%
5/9/2024 Clearwater Capital Advisors LLC74,521$4.72M0.5%-1.4%0.050%
5/9/2024 MB Generational Wealth LLC11,265$713K0.6%-34.8%0.007%
5/9/2024 Interchange Capital Partners LLC16,548$1.07M0.7%+12.3%0.011%
5/9/2024 Eagle Bay Advisors LLC1,426$90K0.1%-26.3%0.001%
5/9/2024 Endowment Wealth Management Inc.32,438$2.05M1.5%+12.2%0.022%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
5/8/2024 Foundation Wealth Management LLC35,800$2.27M1.8%-7.4%0.024%
5/8/2024 MAI Capital Management222,278$14.08M0.1%+3.7%0.148%
5/8/2024 Bleakley Financial Group LLC58,666$3.72M0.1%+8.1%0.039%
5/8/2024 Avantax Advisory Services Inc.564,086$35.72M0.3%+6.5%0.375%
5/8/2024 US Bancorp DE110,755$7.01M0.0%-0.5%0.074%
5/8/2024 Russell Investments Group Ltd.415,778$26.33M0.0%+57.1%0.276%
5/7/2024 Meeder Asset Management Inc.46,103$2.92M0.2%-10.8%0.031%
5/7/2024 Pointe Capital Management LLC39,650$2.51M1.6%+2.8%0.026%
5/7/2024 Sei Investments Co.53,180$3.37M0.0%+288.7%0.035%
5/7/2024 Atomi Financial Group Inc.13,447$852K0.1%+84.5%0.009%
5/7/2024 Allegheny Financial Group LTD9,671$612K0.2%-31.1%0.006%
5/7/2024 CarsonAllaria Wealth Management Ltd.614$39K0.0%+605.7%0.000%
5/7/2024 Benedetti & Gucer Inc.14,772$936K0.5%+6.2%0.010%
5/7/2024 Windward Private Wealth Management Inc.16,828$1.07M0.4%-11.9%0.011%
5/7/2024 Oppenheimer Asset Management Inc.34,302$2.17M0.0%-80.2%0.023%
5/7/2024 Oppenheimer & Co. Inc.13,620$863K0.0%-4.1%0.009%
5/7/2024 TAGStone Capital Inc.19,590$1.24M0.7%+3.7%0.013%
5/6/2024 Envestnet Portfolio Solutions Inc.301,750$19.11M0.1%+22.9%0.201%
5/4/2024 Geneos Wealth Management Inc.13,344$845K0.0%-5.5%0.009%
5/3/2024 FDx Advisors Inc.24,304$1.54M0.2%-37.2%0.016%
5/3/2024 Embree Financial Group9,291$588K0.1%-10.0%0.006%
5/3/2024 Avidian Wealth Solutions LLC42,653$2.70M0.1%-15.4%0.028%
5/3/2024 Larson Financial Group LLC174,125$11.03M0.9%+37.1%0.116%
5/3/2024 Rehmann Capital Advisory Group50,126$3.18M0.2%-1.0%0.033%
5/2/2024 Mutual Advisors LLC22,169$1.40M0.0%-6.6%0.015%
5/2/2024 Financial Counselors Inc.26,481$1.68M0.0%-26.6%0.018%
5/2/2024 Graypoint LLC10,160$643K0.0%-28.5%0.007%
5/2/2024 Lwmg LLC69,645$4.41M1.0%+9.8%0.046%
5/2/2024 Quent Capital LLC86,749$5.49M0.6%-8.1%0.058%
5/2/2024 Elevate Wealth Advisory Inc.551$35K0.0%-39.3%0.000%
5/2/2024 Lincoln National Corp97,918$6.20M0.1%+6.6%0.065%
5/2/2024 Bryn Mawr Capital Management LLC82,867$5.25M0.3%+37.5%0.055%
5/2/2024 Choreo LLC393,356$24.91M0.6%-6.9%0.262%
5/2/2024 Family Firm Inc.23,947$1.52M0.4%-2.6%0.016%
5/2/2024 Moloney Securities Asset Management LLC5,424$344K0.1%-6.6%0.004%
5/1/2024 Janney Montgomery Scott LLC11,657$738K0.0%-57.4%0.008%
5/1/2024 Fairhaven Wealth Management LLC122,377$7.75M2.7%-6.6%0.081%
5/1/2024 Klingman & Associates LLC186,938$11.84M0.8%-0.6%0.124%
5/1/2024 BOK Financial Private Wealth Inc.5,962$378K0.0%+25.2%0.004%
5/1/2024 Prosperity Consulting Group LLC13,632$863K0.1%-47.1%0.009%
5/1/2024 Avior Wealth Management LLC61,428$3.88M0.2%-7.3%0.041%
5/1/2024 Mission Wealth Management LP218,275$13.82M0.4%+12.4%0.145%
5/1/2024 Sequoia Financial Advisors LLC10,057$637K0.0%-7.4%0.007%
4/30/2024 Private Advisor Group LLC12,463$789K0.0%-6.7%0.008%
4/30/2024 TFC Financial Management Inc.4,302$272K0.0%+8.2%0.003%
4/30/2024 Vance Wealth Inc.46,362$2.94M1.2%-1.0%0.031%
4/30/2024 Wooster Corthell Wealth Management Inc.12,506$792K0.2%-1.3%0.008%
4/30/2024 Perigon Wealth Management LLC43,888$2.78M0.1%+17.8%0.029%
4/29/2024Commonwealth Equity Services LLC250,470$15.86M0.0%-1.7%0.167%
4/29/2024 Benjamin F. Edwards & Company Inc.24,773$1.57M0.0%+12.6%0.016%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
4/29/2024 RWA Wealth Partners LLC34,845$2.21M0.0%-69.6%0.023%
4/29/2024 Harbor Advisory Corp MA70,900$4.49M1.5%-1.6%0.047%
4/27/2024 Fonville Wealth Management LLC62,831$3.98M1.8%+13.9%0.042%
4/27/2024 BayBridge Capital Group LLC13,793$842K0.7%-3.9%0.009%
4/27/2024 DORVAL Corp105,355$6.45M3.0%+2.9%0.070%
4/26/2024 Pinnacle Associates Ltd.113,811$7.21M0.1%-6.2%0.076%
4/26/2024 UMB Bank n.a.67,329$4.26M0.1%-7.1%0.045%
4/26/2024 Mesirow Financial Investment Management Inc.10,535$667K0.0%N/A0.007%
4/26/2024 MONECO Advisors LLC10,591$671K0.1%-32.4%0.007%
4/26/2024 Checchi Capital Advisers LLC196,214$12.43M1.0%-7.0%0.130%
(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, 706 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($228.55B), Natixis Advisors L.P. ($400.44M), Whalerock Point Partners LLC ($326.83M), Creative Planning ($319.96M), TIAA Trust National Association ($316.04M), Morgan Stanley ($271.68M), and Bank of New York Mellon Corp ($260.49M).Learn more on SCZ's institutional investors.

Which institutional investors have been buying iShares MSCI EAFE Small-Cap ETF stock?

Of the 582 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: TIAA Trust National Association ($4.99M), Jane Street Group LLC ($2.93M), BlackRock Inc. ($1.79M), Natixis Advisors L.P. ($1.61M), FMR LLC ($1.09M), Kabouter Management LLC ($1.02M), and Modera Wealth Management LLC ($932.54K).

How much institutional buying is happening at iShares MSCI EAFE Small-Cap ETF?

Institutional investors have bought a total of 36,505,695 shares in the last 24 months. This purchase volume represents approximately $3.02B in transactions.

Which iShares MSCI EAFE Small-Cap ETF major shareholders have been selling company stock?

Of the 474 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: Bank of New York Mellon Corp ($8.96M), TIAA FSB ($7.28M), Jane Street Group LLC ($3.24M), Bank of America Corp DE ($2.92M), Kabouter Management LLC ($2.30M), FMR LLC ($1.32M), and Envestnet Asset Management Inc. ($999.10K).

How much institutional selling is happening at iShares MSCI EAFE Small-Cap ETF?

Institutional investors have sold a total of 42,974,180 shares in the last 24 months. This volume of shares sold represents approximately $4.00B in transactions.


This page (NASDAQ:SCZ) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners