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

iShares MSCI EAFE Small-Cap ETF logo
$60.86 +0.24 (+0.40%)
As of 01/17/2025 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)
317
Total
Institutional Inflows
(last 12 months)
$954.87M
Number of
Institutional Sellers
(last 12 months)
291
Total
Institutional Outflows
(last 12 months)
$706.29M
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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
1/17/2025Galvin Gaustad & Stein LLC9,627$585K0.1%+213.4%0.007%
1/17/2025Goldstein Advisors LLC66,142$4.02M0.6%+2.5%0.048%
1/17/2025Avior Wealth Management LLC38,029$2.30M0.1%+3.9%0.028%
1/17/2025Mutual Advisors LLC20,495$1.24M0.0%-4.5%0.015%
1/17/2025Janney Montgomery Scott LLC5,357$325K0.0%+4.8%0.004%
1/17/2025Bartlett & CO. Wealth Management LLC48,910$2.97M0.0%-2.4%0.036%
1/17/2025Magnus Financial Group LLC13,089$795K0.1%-8.3%0.010%
1/17/2025Braun Bostich & Associates Inc.8,336$506K0.4%+15.8%0.006%
1/17/2025Simon Quick Advisors LLC22,735$1.38M0.1%-13.3%0.017%
1/17/2025Beaumont Financial Advisors LLC4,917$299K0.0%-8.4%0.004%
1/17/2025Atomi Financial Group Inc.17,541$1.07M0.1%+73.3%0.013%
1/17/2025Prosperity Planning Inc.34,160$2.08M0.7%+4.4%0.025%
1/16/2025Ballentine Partners LLC433,166$26.32M0.5%-2.0%0.318%
1/16/2025Pure Financial Advisors LLC164,089$9.97M0.2%-2.2%0.120%
1/16/2025Central Bank & Trust Co.28,412$1.73M0.3%-5.1%0.021%
1/16/2025Shore Point Advisors LLC262,982$15.98M8.6%+3.8%0.193%
1/16/2025MassMutual Private Wealth & Trust FSB770$47K0.0%N/A0.001%
1/16/2025Wooster Corthell Wealth Management Inc.11,229$682K0.1%-7.6%0.008%
1/16/2025Donor Advised Charitable Giving Inc.10,215$621K0.0%+2.3%0.007%
1/16/2025Annex Advisory Services LLC4,332$263K0.0%-20.5%0.003%
1/16/2025Evanson Asset Management LLC22,113$1.34M0.1%-2.4%0.016%
1/15/2025 HB Wealth Management LLC4,504$274K0.0%+14.6%0.003%
1/15/2025 Monument Group Wealth Advisors LLC19,260$1.17M0.8%-10.1%0.014%
1/15/2025 LongView Wealth Management12,293$747K0.2%-5.1%0.009%
1/15/2025 Sax Wealth Advisors LLC15,530$943K0.1%+1.3%0.011%
1/15/2025 Merit Financial Group LLC11,937$725K0.0%+1.7%0.009%
1/15/2025 Brand Asset Management Group Inc.317,821$19.31M7.8%+3.2%0.233%
1/15/2025 Wealthcare Advisory Partners LLC321,864$19.55M0.5%+8.2%0.236%
1/15/2025 Wealthcare Capital Management LLC19,646$1.19M0.1%+8.2%0.014%
1/15/2025 Total Wealth Planning LLC53,749$3.27M0.5%-1.3%0.039%
1/15/2025 Empirical Asset Management LLC38,457$2.34M0.1%N/A0.028%
1/15/2025 Omega Financial Group LLC134,981$8.20M3.1%+6.7%0.099%
1/15/2025 West Coast Financial LLC7,390$449K0.0%-2.6%0.005%
1/14/2025 Rockingstone Advisors LLC4,845$294K0.1%+28.5%0.004%
1/14/2025 Acropolis Investment Management LLC47,795$2.90M0.2%-4.1%0.035%
1/14/2025 Park Avenue Securities LLC35,450$2.15M0.0%+7.0%0.026%
1/14/2025 Fifth Third Wealth Advisors LLC30,633$1.86M0.1%-17.4%0.022%
1/14/2025 Lpwm LLC3,721$226K0.1%-5.6%0.003%
1/14/2025 Breakwater Capital Group30,290$1.84M0.4%+20.2%0.022%
1/13/2025 AdvisorNet Financial Inc687$42K0.0%-31.7%0.001%
1/13/2025 Noble Family Wealth LLC36,354$2.21M0.6%+18.0%0.027%
1/13/2025 Miracle Mile Advisors LLC34,018$2.07M0.0%-15.4%0.025%
1/13/2025 Elmwood Wealth Management Inc.33,141$2.01M0.8%-1.4%0.024%
1/13/2025 Corrigan Financial Inc.38,149$2.32M0.5%+1.4%0.028%
1/13/2025 Westmount Partners LLC13,565$824K0.3%+3.9%0.010%
1/10/2025 Watts Gwilliam & Co. LLC7,272$442K0.1%-7.0%0.005%
1/8/2025 Partnership Wealth Management LLC38,757$2.35M2.0%+25.9%0.028%
1/3/2025 Integrated Capital Management LLC8,767$533K0.3%-80.2%0.006%
12/26/2024JPMorgan Chase & Co.1,308,857$88.61M0.0%+1,121.8%0.960%
12/2/2024Beaird Harris Wealth Management LLC6,700$454K0.0%-2.7%0.005%
11/27/2024Franklin Resources Inc.461,049$30.37M0.0%-23.3%0.338%
11/25/2024Wilmington Savings Fund Society FSB571,625$38.70M0.7%-5.1%0.419%
11/25/2024Arvest Bank Trust Division334,072$22.62M1.3%N/A0.245%
11/25/2024World Investment Advisors LLC54,035$3.66M0.1%-0.8%0.040%
11/25/2024Sanctuary Advisors LLC6,320$395K0.0%-25.2%0.005%
11/19/2024Barclays PLC24,337$1.65M0.0%-82.6%0.018%
11/19/2024Discipline Wealth Solutions LLC3,160$214K0.1%N/A0.002%
11/19/2024M&T Bank Corp152,302$10.31M0.0%-14.0%0.112%
11/18/2024Rehmann Capital Advisory Group45,076$3.05M0.2%+0.4%0.033%
11/18/2024Coldstream Capital Management Inc.673,978$45.63M1.0%+5.2%0.494%
11/18/2024JDM Financial Group LLC928$63K0.0%-48.1%0.001%
11/15/2024Vestcor Inc88,671$6.00M0.2%+16.5%0.065%
11/15/2024M&T Bank Corp152,302$10.31M0.0%-14.0%0.112%
11/15/2024Barclays PLC24,337$1.65M0.0%-82.6%0.018%
11/15/2024Continuum Advisory LLC18,168$1.13M0.1%+4.1%0.013%
11/15/2024Peloton Wealth Strategists3,653$247K0.1%-31.4%0.003%
11/15/2024MML Investors Services LLC74,617$5.05M0.0%-3.6%0.055%
11/15/2024National Bank of Canada FI9,738$659K0.0%-2.4%0.007%
11/15/2024EP Wealth Advisors LLC7,551$511K0.0%+55.9%0.006%
11/15/2024Wellington Management Group LLP686,988$46.51M0.0%+112.4%0.504%
11/15/2024WESCAP Management Group Inc.139,566$9.45M2.4%+2.4%0.102%
11/15/2024Stifel Financial Corp244,498$16.55M0.0%+3.1%0.179%
11/15/2024SageView Advisory Group LLC8,193$555K0.0%-24.9%0.006%
11/15/2024RBF Capital LLC15,000$1.02M0.1%N/A0.011%
11/15/2024IHT Wealth Management LLC33,574$2.23M0.1%-0.9%0.025%
11/15/2024Integrated Wealth Concepts LLC95,326$6.45M0.1%-2.0%0.070%
11/15/2024HighTower Advisors LLC810,652$54.89M0.1%+12.6%0.594%
11/15/2024Arizona PSPRS Trust34,526$2.34M0.1%N/A0.025%
11/15/2024Ascent Group LLC3,082$209K0.0%-9.2%0.002%
11/15/2024Benjamin Edwards Inc.28,156$1.91M0.0%N/A0.021%
11/14/2024 Acropolis Investment Management LLC49,833$3.35M0.2%+0.4%0.037%
11/14/2024Captrust Financial Advisors154,206$10.44M0.0%-5.0%0.113%
11/14/2024Rockefeller Capital Management L.P.17,933$1.21M0.0%-6.3%0.013%
11/14/2024Teachers Insurance & Annuity Association of America1,036$70K0.1%N/A0.001%
11/14/2024Financial Counselors Inc.25,291$1.71M0.0%-2.9%0.019%
11/14/2024RPg Family Wealth Advisory LLC22,221$1.50M0.4%+1.4%0.016%
11/13/2024Glenmede Trust Co. NA74,891$5.07M0.0%-3.9%0.055%
11/13/2024FMR LLC3,709,228$251.12M0.0%-31.5%2.719%
11/13/2024D.A. Davidson & CO.95,127$6.44M0.1%+0.2%0.070%
11/13/2024Bank of Montreal Can670,008$45.34M0.0%-4.3%0.491%
11/13/2024DRW Securities LLC79,316$5.37M0.1%N/A0.058%
11/12/2024Crewe Advisors LLC41,675$2.82M0.3%+21.3%0.031%
11/12/2024Larson Financial Group LLC115,258$7.80M0.4%-5.6%0.085%
11/12/2024Wescott Financial Advisory Group LLC22,821$1.55M0.2%-2.3%0.017%
11/12/2024Kingsview Wealth Management LLC9,018$610K0.0%+12.2%0.007%
11/12/2024Cerity Partners LLC20,133$1.36M0.0%-3.1%0.015%
11/12/2024Alesco Advisors LLC160,143$10.84M0.3%-8.0%0.117%
11/12/2024Nicolet Advisory Services LLC23,215$1.54M0.1%-3.7%0.017%
11/12/2024Nwam LLC60,978$4.13M0.3%N/A0.045%
11/12/2024Investors Research Corp109,686$7.43M1.6%-0.5%0.080%
(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, 677 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), TIAA Trust National Association ($484.64M), Natixis Advisors L.P. ($400.44M), Creative Planning ($327.22M), 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 549 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), Jane Street Group LLC ($2.93M), Natixis Advisors L.P. ($1.42M), JPMorgan Chase & Co. ($1.31M), FMR LLC ($1.09M), Kabouter Management LLC ($1.02M), and Modera Wealth Management LLC ($943.80K).

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

Institutional investors have bought a total of 33,754,914 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

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

Of the 439 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 ($2.34M), Kabouter Management LLC ($2.30M), FMR LLC ($1.71M), State of New Jersey Common Pension Fund D ($1.70M), Envestnet Asset Management Inc. ($1.05M), and Wellington Management Group LLP ($776.10K).

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

Institutional investors have sold a total of 28,693,042 shares in the last 24 months. This volume of shares sold represents approximately $2.19B in transactions.


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This page (NASDAQ:SCZ) was last updated on 1/18/2025 by MarketBeat.com Staff
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