Free Trial

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

iShares MSCI EAFE Small-Cap ETF logo
$62.11 -0.12 (-0.19%)
(As of 11/15/2024 ET)

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)
$863.90M
Number of
Institutional Sellers
(last 12 months)
284
Total
Institutional Outflows
(last 12 months)
$751.02M
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.

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
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%
11/15/2024 National Bank of Canada FI9,738$659K0.0%-2.4%0.007%
11/15/2024EP Wealth Advisors LLC7,551$511K0.0%+55.9%0.006%
11/15/2024 Wellington Management Group LLP686,988$46.51M0.0%+112.4%0.504%
11/15/2024 WESCAP Management Group Inc.139,566$9.45M2.4%+2.4%0.102%
11/15/2024 Stifel Financial Corp244,498$16.55M0.0%+3.1%0.179%
11/15/2024 SageView Advisory Group LLC8,193$555K0.0%-24.9%0.006%
11/15/2024 RBF Capital LLC15,000$1.02M0.1%N/A0.011%
11/15/2024 IHT Wealth Management LLC33,574$2.23M0.1%-0.9%0.025%
11/15/2024 Integrated Wealth Concepts LLC95,326$6.45M0.1%-2.0%0.070%
11/15/2024 HighTower Advisors LLC810,652$54.89M0.1%+12.6%0.594%
11/15/2024 Arizona PSPRS Trust34,526$2.34M0.1%N/A0.025%
11/15/2024 Ascent Group LLC3,082$209K0.0%-9.2%0.002%
11/15/2024 Benjamin 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%
11/14/2024 Captrust Financial Advisors154,206$10.44M0.0%-5.0%0.113%
11/14/2024 Rockefeller Capital Management L.P.17,933$1.21M0.0%-6.3%0.013%
11/14/2024 Teachers Insurance & Annuity Association of America1,036$70K0.1%N/A0.001%
11/14/2024 Financial Counselors Inc.25,291$1.71M0.0%-2.9%0.019%
11/14/2024 RPg Family Wealth Advisory LLC22,221$1.50M0.4%+1.4%0.016%
11/13/2024 Glenmede Trust Co. NA74,891$5.07M0.0%-3.9%0.055%
11/13/2024 FMR LLC3,709,228$251.12M0.0%-31.5%2.719%
11/13/2024 D.A. Davidson & CO.95,127$6.44M0.1%+0.2%0.070%
11/13/2024 Bank of Montreal Can670,008$45.34M0.0%-4.3%0.491%
11/13/2024 DRW Securities LLC79,316$5.37M0.1%N/A0.058%
11/12/2024 Crewe Advisors LLC41,675$2.82M0.3%+21.3%0.031%
11/12/2024Larson Financial Group LLC115,258$7.80M0.4%-5.6%0.085%
11/12/2024 Wescott Financial Advisory Group LLC22,821$1.55M0.2%-2.3%0.017%
11/12/2024 Kingsview Wealth Management LLC9,018$610K0.0%+12.2%0.007%
11/12/2024 Cerity Partners LLC20,133$1.36M0.0%-3.1%0.015%
11/12/2024 Alesco Advisors LLC160,143$10.84M0.3%-8.0%0.117%
11/12/2024 Nicolet Advisory Services LLC23,215$1.54M0.1%-3.7%0.017%
11/12/2024 Nwam LLC60,978$4.13M0.3%N/A0.045%
11/12/2024 Investors Research Corp109,686$7.43M1.6%-0.5%0.080%
11/9/2024 Creekside Partners42,251$2.86M1.5%+0.5%0.031%
There is a little known company that is changing warfare (Ad)

With geo - political instability around the world investors are flocking to defense contract stocks. There is a little known company that is changing warfare. With the backing of U.S. government contracts, this startup is reshaping the future of the U.S. military.

Click here to gain instant access to one of the most exclusive pre-ipo opportunities in the market t
11/8/2024 Citizens Financial Group Inc. RI33,730$2.28M0.0%-9.4%0.025%
11/8/2024 Avior Wealth Management LLC36,600$2.47M0.1%-30.5%0.027%
11/8/2024 PNC Financial Services Group Inc.1,661,380$112.48M0.1%-1.5%1.218%
11/8/2024 Vance Wealth Inc.37,657$2.55M1.0%-4.4%0.028%
11/8/2024 Fifth Third Wealth Advisors LLC37,092$2.51M0.2%+34.2%0.027%
11/8/2024 Wrapmanager Inc.4,976$337K0.1%-8.0%0.004%
11/8/2024 BIP Wealth LLC35,343$2.39M0.2%+5.8%0.026%
11/8/2024 Prospera Financial Services Inc7,235$490K0.0%+2.4%0.005%
11/7/2024 Tranquility Partners LLC7,474$506K0.2%-13.0%0.005%
11/7/2024 Pathstone Holdings LLC222,763$15.08M0.1%+1.7%0.163%
11/7/2024 Cassaday & Co Wealth Management LLC887,531$60.09M1.7%-0.4%0.651%
11/7/2024 MAI Capital Management250,001$16.93M0.2%+1.0%0.183%
11/7/2024 MB Generational Wealth LLC23,593$1.60M1.1%+36.6%0.017%
11/6/2024 Mill Creek Capital Advisors LLC345,314$23.38M0.6%-5.3%0.253%
11/6/2024 Squire Investment Management Company LLC22,434$1.52M0.7%+13.7%0.016%
11/6/2024 Signature Estate & Investment Advisors LLC6,741$456K0.0%+2.5%0.005%
11/6/2024 OneDigital Investment Advisors LLC9,158$620K0.0%+5.6%0.007%
11/6/2024 Endowment Wealth Management Inc.34,984$2.37M1.6%+2.2%0.026%
11/6/2024 Oppenheimer Asset Management Inc.41,411$2.80M0.0%+1.0%0.030%
11/5/2024 Encompass Wealth Advisors LLC68,065$4.61M1.2%+2.3%0.050%
11/5/2024 Empower Advisory Group LLC7,469$506K0.0%+71.1%0.005%
11/5/2024 Victory Capital Management Inc.63,719$4.31M0.0%-34.1%0.047%
11/5/2024 Aptus Capital Advisors LLC17,636$1.19M0.0%+15.8%0.013%
11/5/2024 Savvy Advisors Inc.3,184$216K0.0%-27.5%0.002%
11/5/2024 FDx Advisors Inc.23,132$1.57M0.4%-2.5%0.017%
11/4/2024 Beam Wealth Advisors Inc.17,566$1.19M0.4%+6.7%0.013%
11/4/2024 Baker Avenue Asset Management LP429,393$29.07M0.9%+1.2%0.315%
11/4/2024 Sigma Planning Corp6,538$443K0.0%-11.7%0.005%
11/1/2024 LTG Capital LLC69,083$4.68M3.9%+4.6%0.051%
11/1/2024 Objective Capital Management LLC7,411$502K0.3%N/A0.005%
11/1/2024 Klingman & Associates LLC178,508$12.09M0.7%-4.3%0.131%
11/1/2024 Cahill Wealth Management LLC12,828$868K0.4%-10.0%0.009%
11/1/2024 Shoker Investment Counsel Inc.125,584$8.50M2.9%-4.4%0.092%
11/1/2024 Galvin Gaustad & Stein LLC3,072$208K0.0%-6.1%0.002%
11/1/2024 Beckerman Institutional LLC5,745$389K0.3%N/A0.004%
10/31/2024 Beacon Harbor Wealth Advisors Inc.38,048$2.58M0.6%+4.5%0.028%
10/31/2024 Droms Strauss Advisors Inc. MO ADV32,310$2.19M0.8%-1.7%0.023%
10/31/2024 Montecito Bank & Trust3,465$235K0.0%N/A0.003%
10/31/2024 Walkner Condon Financial Advisors LLC14,626$990K0.2%+4.9%0.011%
10/31/2024 Advisor Resource Council7,867$533K0.2%N/A0.006%
10/31/2024 Wealth Architects LLC187,237$12.68M1.4%-2.7%0.135%
10/30/2024 Maia Wealth LLC4,142$264K0.1%+11.9%0.003%
10/30/2024 RTD Financial Advisors Inc.157,704$10.68M1.4%+3.5%0.114%
10/30/2024 Avidian Wealth Enterprises LLC21,126$1.43M0.1%-26.6%0.015%
10/30/2024 First Citizens Asset Management Inc.38,547$2.61M0.9%-3.1%0.028%
10/30/2024 Falcon Wealth Planning36,044$2.44M0.3%-70.6%0.026%
10/30/2024 Austin Private Wealth LLC173,436$11.74M1.1%-3.9%0.125%
10/30/2024 Central Bank & Trust Co.29,949$2.03M0.3%-4.4%0.022%
10/30/2024 James J. Burns & Company LLC29,062$1.97M0.4%+7.9%0.021%
10/30/2024 FSM Wealth Advisors LLC105,836$7.17M1.9%+9.4%0.077%
There is a little known company that is changing warfare (Ad)

With geo - political instability around the world investors are flocking to defense contract stocks. There is a little known company that is changing warfare. With the backing of U.S. government contracts, this startup is reshaping the future of the U.S. military.

Click here to gain instant access to one of the most exclusive pre-ipo opportunities in the market t
10/30/2024 QRG Capital Management Inc.3,774$256K0.0%N/A0.003%
10/29/2024 Private Wealth Management Group LLC559$38K0.0%-39.9%0.000%
10/29/2024 Foundation Wealth Management LLC29,672$2.01M1.5%-6.5%0.021%
10/29/2024 Bear Mountain Capital Inc.294,332$19.26M7.6%+0.9%0.213%
10/29/2024 GFS Advisors LLC14,392$974K0.2%+2,778.4%0.010%
10/29/2024 Pure Financial Advisors LLC167,757$11.36M0.3%-3.6%0.121%
10/29/2024 Princeton Global Asset Management LLC2,826$191K0.0%+83.5%0.002%
10/29/2024 Farther Finance Advisors LLC6,037$409K0.0%+15.4%0.004%
10/28/2024 Fonville Wealth Management LLC81,483$5.52M1.9%+13.1%0.059%
10/28/2024 Stephens Inc. AR4,414$299K0.0%-16.2%0.003%
(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, 673 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 551 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), FMR LLC ($1.09M), Kabouter Management LLC ($1.02M), Modera Wealth Management LLC ($943.80K), and Bank of Montreal Can ($829.09K).

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

Institutional investors have bought a total of 32,558,902 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

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

Of the 436 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 ($5.79M), TIAA FSB ($4.91M), 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 32,212,152 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.



This page (NASDAQ:SCZ) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners