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

iShares MSCI EAFE Small-Cap ETF logo
$63.64 +0.41 (+0.65%)
Closing price 04/15/2025 04:00 PM Eastern
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$64.10 +0.46 (+0.72%)
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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)
370
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$683.83M
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SCZ Institutional Buying and Selling by Quarter

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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
4/15/2025Total Wealth Planning LLC51,030$3.24M0.5%-5.1%0.036%
4/15/2025Braun Bostich & Associates Inc.10,729$682K0.5%+28.7%0.008%
4/15/2025Fifth Third Bancorp200,122$12.71M0.0%-6.9%0.141%
4/15/2025Simon Quick Advisors LLC21,615$1.37M0.1%-4.9%0.015%
4/15/2025Capital Advisors Ltd. LLC1,295$82K0.0%-35.2%0.001%
4/15/2025Arvest Investments Inc.100,592$6.39M1.0%+0.3%0.071%
4/15/2025Rockingstone Advisors LLC4,245$270K0.1%-12.4%0.003%
4/15/2025Corrigan Financial Inc.36,622$2.33M0.5%-4.0%0.026%
4/15/2025Simplicity Wealth LLC7,500$476K0.0%N/A0.005%
4/15/2025Wealthcare Capital Management LLC17,605$1.12M0.1%-10.4%0.012%
4/15/2025Wealthcare Advisory Partners LLC340,228$21.62M0.6%+5.7%0.240%
4/14/2025 Farther Finance Advisors LLC11,417$726K0.0%+85.6%0.008%
4/14/2025 First Citizens Bank & Trust Co.212,079$13.47M0.2%+6.2%0.149%
4/14/2025 Single Point Partners LLC5,211$331K0.1%-43.3%0.004%
4/14/2025 Central Bank & Trust Co.11,993$762K0.1%-57.8%0.008%
4/14/2025 Park Avenue Securities LLC39,364$2.50M0.0%+11.0%0.028%
4/14/2025 Wealthcare Capital Partners LLC11,678$742K0.4%+5.1%0.008%
4/14/2025 Miracle Mile Advisors LLC33,213$2.11M0.0%-2.4%0.023%
4/14/2025 Patriot Financial Group Insurance Agency LLC13,289$844K0.1%-12.1%0.009%
4/14/2025 Financial Advisory Corp649,228$41.25M6.8%-8.8%0.457%
4/14/2025 Wedmont Private Capital12,274$765K0.0%+71.6%0.009%
4/14/2025 UMB Bank n.a.32,607$2.07M0.0%-13.8%0.023%
4/11/2025 Independence Bank of Kentucky13,594$864K0.1%-28.1%0.010%
4/11/2025 Eagle Rock Investment Company LLC3,691$234K0.0%N/A0.003%
4/11/2025 Magnus Financial Group LLC13,455$855K0.1%+2.8%0.009%
4/11/2025 Prosperity Planning Inc.34,727$2.21M0.7%+1.7%0.024%
4/11/2025 Harbor Group Inc.14,975$951K0.2%-4.1%0.011%
4/11/2025 West Coast Financial LLC6,790$431K0.0%-8.1%0.005%
4/11/2025 Annex Advisory Services LLC3,925$249K0.0%-9.4%0.003%
4/10/2025 Breakwater Capital Group36,930$2.35M0.4%+21.9%0.026%
4/10/2025 Retirement Planning Group LLC10,849$689K0.0%-41.6%0.008%
4/10/2025 Charles Schwab Trust Co115,058$7.31M0.6%-0.5%0.081%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.884$56K0.0%+53.7%0.001%
4/10/2025 Oak Root LLC35,448$2.25M0.3%-35.6%0.025%
4/10/2025 Brand Asset Management Group Inc.247,875$15.75M6.6%-22.0%0.175%
4/10/2025 Richard P Slaughter Associates Inc7,349$467K0.1%-9.0%0.005%
4/10/2025 Apella Capital LLC4,518$276K0.0%N/A0.003%
4/10/2025 Presilium Private Wealth LLC10,367$659K0.1%-16.4%0.007%
4/10/2025 Rialto Wealth Management LLC35,013$2.22M0.7%-0.7%0.025%
4/9/2025 McLean Asset Management Corp17,618$1.12M0.3%+31.7%0.012%
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4/9/2025 Archer Investment Management LLC3,328$211K0.1%N/A0.002%
4/9/2025 NBC Securities Inc.1,614$102K0.0%+161,300.0%0.001%
4/8/2025 Fifth Third Wealth Advisors LLC27,770$1.76M0.1%-9.3%0.020%
4/8/2025 Investors Research Corp100,231$6.37M1.4%-4.6%0.071%
4/8/2025 James J. Burns & Company LLC34,335$2.18M0.4%+5.7%0.024%
4/8/2025 IFG Advisors LLC80,447$5.11M1.0%+5.5%0.057%
4/8/2025 Parallel Advisors LLC11,352$722K0.0%+51.7%0.008%
4/7/2025 Partnership Wealth Management LLC39,426$2.51M2.1%+1.7%0.028%
4/7/2025 GAMMA Investing LLC83,415$5.30M0.0%+6,253.0%0.059%
4/7/2025 AdvisorNet Financial Inc2,219$141K0.0%+223.0%0.002%
4/4/2025 Quent Capital LLC66,901$4.25M0.4%-12.2%0.047%
4/1/2025 Stonehearth Capital Management LLC19,587$1.24M0.5%N/A0.014%
3/28/2025Berkeley Inc17,516$1.06M0.6%-49.6%0.013%
3/24/2025Wellington Management Group LLP586,929$35.66M0.0%-14.6%0.430%
3/17/2025Wealth Enhancement Advisory Services LLC137,547$8.36M0.0%+0.8%0.101%
3/6/2025Copia Wealth Management1,179$72K0.1%N/A0.001%
3/5/2025Probity Advisors Inc.33,091$2.01M0.4%-5.5%0.024%
2/28/2025Brooklyn FI LLC85,433$5.19M0.8%+15.3%0.063%
2/27/2025Brucke Financial Inc.6,966$436K0.4%N/A0.005%
2/27/2025Pinnacle Wealth Planning Services Inc.9,351$568K0.1%-3.3%0.007%
2/26/2025 Financial Advisory Corp711,744$43.24M7.5%N/A0.522%
2/25/2025Heck Capital Advisors LLC656$40K0.0%N/A0.000%
2/19/2025Pinney & Scofield Inc.3,471$211K0.2%N/A0.003%
2/18/2025GTS Securities LLC4,435$269K0.0%N/A0.003%
2/18/2025Vise Technologies Inc.34,892$2.12M0.2%+7.9%0.026%
2/18/2025 Retirement Planning Group LLC18,573$1.13M0.1%-54.2%0.014%
2/18/2025Headinvest LLC6,370$387K0.1%-14.4%0.005%
2/18/2025Focus Partners Advisor Solutions LLC80,023$4.86M0.1%+6.0%0.059%
2/18/2025Continuum Advisory LLC18,603$1.13M0.1%+2.4%0.014%
2/18/2025Note Advisors LLC7,188$437K0.4%N/A0.005%
2/17/2025Vance Wealth LLC36,099$2.19M0.8%-4.1%0.026%
2/17/2025Waverly Advisors LLC121,150$7.36M0.1%-13.8%0.089%
2/17/2025Strive Asset Management LLC26,405$1.60M1.2%N/A0.019%
2/17/2025Quadcap Wealth Management LLC3,655$222K0.0%-14.1%0.003%
2/17/2025Quantinno Capital Management LP7,200$437K0.0%N/A0.005%
2/17/2025Pathstone Holdings LLC156,947$9.53M0.0%-29.5%0.115%
2/17/2025Nuveen Asset Management LLC417,233$25.35M0.0%+154.1%0.306%
2/17/2025Laird Norton Wetherby Wealth Management LLC24,078$1.46M0.1%-6.2%0.018%
2/17/2025Focus Partners Wealth1,256,647$76.34M0.2%+11.9%0.921%
2/17/2025Full Sail Capital LLC215,568$13.10M0.8%-2.0%0.158%
2/17/2025Elyxium Wealth LLC29,868$1.81M1.1%+0.6%0.022%
2/17/2025EP Wealth Advisors LLC7,191$437K0.0%-4.8%0.005%
2/17/2025CoreCap Advisors LLC7,106$432K0.0%+26.5%0.005%
2/17/2025Covenant Partners LLC131,774$8.01M2.5%+0.3%0.097%
2/17/2025Cresset Asset Management LLC25,827$1.57M0.0%-22.8%0.019%
2/17/2025Cetera Investment Advisers226,134$13.74M0.0%+1.7%0.166%
2/17/2025BOKF NA13,375$794K0.0%+6.6%0.010%
2/17/2025Captrust Financial Advisors151,986$9.23M0.0%-1.4%0.111%
2/17/2025Cary Street Partners Financial LLC23,498$1.43M0.0%N/A0.017%
2/17/2025Baird Financial Group Inc.157,140$9.55M0.0%-14.6%0.115%
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2/17/2025Baker Avenue Asset Management LP434,697$26.41M0.8%+1.2%0.319%
2/17/2025Bank of America Corp DE3,347,926$203.39M0.0%+81.2%2.454%
2/17/2025BIP Wealth LLC35,732$2.17M0.1%+1.1%0.026%
2/17/2025Ameriprise Financial Inc.106,982$6.50M0.0%-1.3%0.078%
2/17/2025Aptus Capital Advisors LLC29,769$1.81M0.0%+68.8%0.022%
2/17/2025Allegheny Financial Group14,306$869K0.2%+24.2%0.010%
2/14/2025Mercer Global Advisors Inc. ADV44,611$2.71M0.0%-11.4%0.033%
2/14/2025Keel Point LLC19,114$1.16M0.1%-13.5%0.014%
2/14/2025Eagle Strategies LLC34,619$2.10M0.4%+10.2%0.025%
2/14/2025Rehmann Capital Advisory Group9,782$594K0.0%-78.3%0.007%
(Data available from 1/1/2016 forward)

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SCZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCZ shares?

During the previous two years, 728 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), Creative Planning ($327.22M), FMR LLC ($271.85M), Morgan Stanley ($271.68M), Matson Money. Inc. ($262.98M), and Jane Street Group LLC ($253.89M).Learn more on SCZ's institutional investors.

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

Of the 579 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 ($7.86M), Brooklyn FI LLC ($4.87M), Jane Street Group LLC ($2.93M), FMR LLC ($1.86M), Bank of America Corp DE ($1.50M), Natixis Advisors L.P. ($1.42M), and JPMorgan Chase & Co. ($1.20M).

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

Institutional investors have bought a total of 40,023,918 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

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

Of the 452 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: TIAA FSB ($4.58M), Bank of New York Mellon Corp ($2.40M), Kabouter Management LLC ($2.30M), FMR LLC ($1.71M), State of New Jersey Common Pension Fund D ($1.70M), Envestnet Asset Management Inc. ($1.00M), and Wellington Management Group LLP ($976.22K).

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

Institutional investors have sold a total of 27,756,911 shares in the last 24 months. This volume of shares sold represents approximately $1.95B in transactions.


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This page (NASDAQ:SCZ) was last updated on 4/16/2025 by MarketBeat.com Staff
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