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

iShares MSCI EAFE Small-Cap ETF logo
$65.59 +0.53 (+0.81%)
Closing price 03/25/2025 04:00 PM Eastern
Extended Trading
$64.20 -1.39 (-2.13%)
As of 03/25/2025 04:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$680.74M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP586,929$35.66M0.0%-14.6%0.430%
3/17/2025 Wealth Enhancement Advisory Services LLC137,547$8.36M0.0%+0.8%0.101%
3/6/2025 Copia Wealth Management1,179$72K0.1%N/A0.001%
3/5/2025 Probity Advisors Inc.33,091$2.01M0.4%-5.5%0.024%
2/28/2025 Brooklyn FI LLC85,433$5.19M0.8%+15.3%0.063%
2/27/2025 Brucke Financial Inc.6,966$436K0.4%N/A0.005%
2/27/2025 Pinnacle 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%
2/25/2025 Heck Capital Advisors LLC656$40K0.0%N/A0.000%
2/19/2025 Pinney & Scofield Inc.3,471$211K0.2%N/A0.003%
2/18/2025 GTS Securities LLC4,435$269K0.0%N/A0.003%
2/18/2025 Vise 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%
2/18/2025 Headinvest LLC6,370$387K0.1%-14.4%0.005%
2/18/2025 Focus Partners Advisor Solutions LLC80,023$4.86M0.1%+6.0%0.059%
2/18/2025 Continuum Advisory LLC18,603$1.13M0.1%+2.4%0.014%
2/18/2025 Note Advisors LLC7,188$437K0.4%N/A0.005%
2/17/2025 Vance Wealth LLC36,099$2.19M0.8%-4.1%0.026%
2/17/2025 Waverly Advisors LLC121,150$7.36M0.1%-13.8%0.089%
2/17/2025 Strive Asset Management LLC26,405$1.60M1.2%N/A0.019%
2/17/2025 Quadcap Wealth Management LLC3,655$222K0.0%-14.1%0.003%
2/17/2025 Quantinno Capital Management LP7,200$437K0.0%N/A0.005%
2/17/2025 Pathstone Holdings LLC156,947$9.53M0.0%-29.5%0.115%
2/17/2025 Nuveen Asset Management LLC417,233$25.35M0.0%+154.1%0.306%
2/17/2025 Laird Norton Wetherby Wealth Management LLC24,078$1.46M0.1%-6.2%0.018%
2/17/2025 Focus Partners Wealth1,256,647$76.34M0.2%+11.9%0.921%
2/17/2025 Full Sail Capital LLC215,568$13.10M0.8%-2.0%0.158%
2/17/2025 Elyxium Wealth LLC29,868$1.81M1.1%+0.6%0.022%
2/17/2025 EP Wealth Advisors LLC7,191$437K0.0%-4.8%0.005%
2/17/2025 CoreCap Advisors LLC7,106$432K0.0%+26.5%0.005%
2/17/2025 Covenant Partners LLC131,774$8.01M2.5%+0.3%0.097%
2/17/2025 Cresset Asset Management LLC25,827$1.57M0.0%-22.8%0.019%
2/17/2025 Cetera Investment Advisers226,134$13.74M0.0%+1.7%0.166%
2/17/2025 BOKF NA13,375$794K0.0%+6.6%0.010%
2/17/2025 Captrust Financial Advisors151,986$9.23M0.0%-1.4%0.111%
2/17/2025 Cary Street Partners Financial LLC23,498$1.43M0.0%N/A0.017%
2/17/2025 Baird Financial Group Inc.157,140$9.55M0.0%-14.6%0.115%
2/17/2025 Baker Avenue Asset Management LP434,697$26.41M0.8%+1.2%0.319%
2/17/2025 Bank of America Corp DE3,347,926$203.39M0.0%+81.2%2.454%
2/17/2025 BIP Wealth LLC35,732$2.17M0.1%+1.1%0.026%
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2/17/2025 Ameriprise Financial Inc.106,982$6.50M0.0%-1.3%0.078%
2/17/2025 Aptus Capital Advisors LLC29,769$1.81M0.0%+68.8%0.022%
2/17/2025 Allegheny Financial Group14,306$869K0.2%+24.2%0.010%
2/14/2025 Mercer Global Advisors Inc. ADV44,611$2.71M0.0%-11.4%0.033%
2/14/2025 Keel Point LLC19,114$1.16M0.1%-13.5%0.014%
2/14/2025 Eagle Strategies LLC34,619$2.10M0.4%+10.2%0.025%
2/14/2025 Rehmann Capital Advisory Group9,782$594K0.0%-78.3%0.007%
2/14/2025 WealthCollab LLC1,332$81K0.1%-24.4%0.001%
2/14/2025 Becker Capital Management Inc.8,366$508K0.0%-20.8%0.006%
2/14/2025 Comerica Bank60,338$3.67M0.0%-2.0%0.044%
2/14/2025 Lido Advisors LLC10,484$637K0.0%+18.7%0.008%
2/14/2025 Northern Trust Corp1,118,316$67.94M0.0%-0.7%0.820%
2/14/2025 Beacon Pointe Advisors LLC28,669$1.74M0.0%-11.7%0.021%
2/14/2025 Betterment LLC9,584$582K0.0%+117.7%0.007%
2/14/2025 Berger Financial Group Inc3,706$225K0.0%-5.9%0.003%
2/14/2025 Prosperity Consulting Group LLC4,473$272K0.0%-27.0%0.003%
2/14/2025 Coldstream Capital Management Inc.716,616$43.53M0.9%+6.3%0.525%
2/14/2025 Capital Analysts LLC30,715$1.87M0.1%+6.4%0.023%
2/14/2025 UP Strategic Wealth Investment Advisors LLC3,569$217K0.2%-30.2%0.003%
2/14/2025 Kovitz Investment Group Partners LLC9,299$565K0.0%+25.2%0.007%
2/14/2025 Hancock Whitney Corp48,672$2.96M0.1%+11.0%0.036%
2/14/2025 Integrated Wealth Concepts LLC108,165$6.57M0.1%+13.5%0.079%
2/14/2025 IHT Wealth Management LLC35,806$2.18M0.1%+6.6%0.026%
2/14/2025 Stifel Financial Corp241,985$14.70M0.0%-1.0%0.177%
2/14/2025 OneDigital Investment Advisors LLC10,175$618K0.0%+11.1%0.007%
2/14/2025 State of Tennessee Department of Treasury524,021$31.83M0.1%-25.8%0.384%
2/14/2025 Tower Research Capital LLC TRC 795$48K0.0%N/A0.001%
2/14/2025 Transce3nd LLC953$58K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC76,612$4.65M0.0%+2.7%0.056%
2/14/2025 First Citizens Asset Management Inc.32,061$1.95M0.7%-16.8%0.024%
2/14/2025 Bridge Generations Wealth Management LLC7,176$436K0.3%N/A0.005%
2/14/2025 Concourse Financial Group Securities Inc.1,502$93K0.0%+14.7%0.001%
2/14/2025 Arvest Bank Trust Division338,202$20.55M1.2%+1.2%0.248%
2/13/2025 MSH Capital Advisors LLC64,063$3.89M1.2%N/A0.047%
2/13/2025 NewEdge Advisors LLC91,813$5.58M0.0%+2.6%0.067%
2/13/2025 Twin Focus Capital Partners LLC25,405$1.54M0.2%-42.0%0.019%
2/13/2025 Regal Investment Advisors LLC48,546$2.95M0.2%+1.8%0.036%
2/13/2025 United Capital Financial Advisors LLC3,431$208K0.0%-19.0%0.003%
2/13/2025 M Holdings Securities Inc.22,092$1.34M0.2%N/A0.016%
2/13/2025 Walleye Capital LLC4,533$275K0.0%N/A0.003%
2/13/2025 Belpointe Asset Management LLC3,133$207K0.0%-32.7%0.002%
2/13/2025 Mariner LLC149,266$9.07M0.0%-60.5%0.109%
2/13/2025 Barclays PLC31,213$1.90M0.0%+28.3%0.023%
2/13/2025 Elm Partners Management LLC38,789$2.36M0.2%-2.2%0.028%
2/13/2025 SageView Advisory Group LLC33,812$2.05M0.1%+312.7%0.025%
2/13/2025 Savvy Advisors Inc.5,588$339K0.0%+75.5%0.004%
2/13/2025 Hudson Portfolio Management LLC20,395$1.24M1.2%-1.2%0.015%
2/13/2025 Rockefeller Capital Management L.P.16,964$1.03M0.0%-5.4%0.012%
2/13/2025 Sterling Capital Management LLC91,834$5.58M0.1%-10.3%0.067%
2/13/2025 Cahill Wealth Management LLC13,020$791K0.4%+1.5%0.010%
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2/13/2025 Bessemer Group Inc.100,601$6.11M0.0%+5.6%0.074%
2/13/2025 Advisory Services Network LLC23,318$1.42M0.0%-6.7%0.017%
2/13/2025 Canopy Partners LLC31,418$1.91M0.7%-2.4%0.023%
2/13/2025 Bank of Montreal Can683,383$41.52M0.0%+2.0%0.501%
2/13/2025 Shakespeare Wealth Management LLC288,201$17.51M4.7%+2.7%0.211%
2/13/2025 Cerity Partners LLC21,449$1.30M0.0%+6.5%0.016%
2/13/2025 FMR LLC4,474,873$271.85M0.0%+20.6%3.281%
2/13/2025 Quadrant Capital Group LLC300,267$18.24M1.3%+2.0%0.220%
2/13/2025 Envestnet Asset Management Inc.1,282,883$77.94M0.0%-1.7%0.941%
2/13/2025 Wells Fargo & Company MN393,911$23.93M0.0%+20.7%0.289%
(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, 729 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 581 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 39,894,637 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 447 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 27,667,917 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.



This page (NASDAQ:SCZ) was last updated on 3/26/2025 by MarketBeat.com Staff
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