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

iShares MSCI EAFE Small-Cap ETF logo
$72.68 +0.27 (+0.37%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$72.60 -0.08 (-0.10%)
As of 08/1/2025 05:44 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)
413
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$888.15M
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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
8/1/2025Auto Owners Insurance Co52,300$3.80M0.1%-52.2%0.037%
8/1/2025Austin Private Wealth LLC65,165$4.74M0.4%-31.4%0.046%
8/1/2025May Hill Capital LLC17,034$1.24M0.4%-26.4%0.012%
8/1/2025Bessemer Group Inc.96,559$7.02M0.0%-4.1%0.068%
8/1/2025Ashton Thomas Private Wealth LLC4,067$296K0.0%+20.3%0.003%
8/1/2025American Financial & Tax Strategies Inc.31,626$2.30M1.2%-1.8%0.022%
8/1/2025Fort Vancouver Investment Management LLC5,304$385K0.3%+87.0%0.004%
8/1/2025Envestnet Asset Management Inc.590,623$42.93M0.0%-52.3%0.418%
7/31/2025 Wealthfront Advisers LLC3,504$255K0.0%N/A0.002%
7/31/2025 Oppenheimer Asset Management Inc.62,623$4.55M0.1%+25.3%0.044%
7/31/2025 Schoolcraft Capital LLC128,839$9.36M1.9%-8.7%0.091%
7/31/2025 Interchange Capital Partners LLC13,669$993K0.2%-12.4%0.010%
7/31/2025 Waldron Private Wealth LLC43,955$3.20M0.1%+2.0%0.031%
7/31/2025 BIP Wealth LLC33,766$2.45M0.2%-1.4%0.024%
7/31/2025 Focus Partners Advisor Solutions LLC93,744$6.81M0.1%+11.4%0.066%
7/31/2025 Curio Wealth LLC2,522$183K0.1%+126,000.0%0.002%
7/31/2025 Cornerstone Management Inc.64,905$4.72M0.8%-2.1%0.046%
7/31/2025 FSM Wealth Advisors LLC171,474$12.36M2.0%+8.6%0.121%
7/30/2025 First Citizens Bank & Trust Co.170,133$12.37M0.2%-19.8%0.120%
7/30/2025 Bleakley Financial Group LLC66,454$4.83M0.1%-2.5%0.047%
7/30/2025 Strategic Blueprint LLC10,614$771K0.0%-4.0%0.008%
7/30/2025 Caliber Wealth Management LLC KS4,592$334K0.0%N/A0.003%
7/30/2025 Rehmann Capital Advisory Group9,902$720K0.0%+2.2%0.007%
7/30/2025 Exencial Wealth Advisors LLC185,298$13.47M0.5%-1.3%0.131%
7/30/2025 Retirement Planning Group LLC10,238$744K0.0%-5.6%0.007%
7/30/2025 D.A. Davidson & CO.34,715$2.52M0.0%+0.7%0.025%
7/30/2025 Cullen Frost Bankers Inc.122,475$8.90M0.1%+7.6%0.087%
7/30/2025 Probity Advisors Inc.33,785$2.46M0.4%+1.8%0.024%
7/30/2025 Klingman & Associates LLC162,668$11.82M0.7%-4.3%0.115%
7/30/2025 Crewe Advisors LLC33,160$2.41M0.3%-1.6%0.023%
7/29/2025 Forvis Mazars Wealth Advisors LLC649,117$47.18M1.0%-5.9%0.460%
7/29/2025 Disciplined Investments LLC43,680$3.18M1.3%-2.0%0.031%
7/29/2025 Financial Synergies Wealth Advisors Inc.9,157$666K0.1%+1.5%0.006%
7/29/2025 Goldstein Advisors LLC70,611$5.13M0.7%-1.9%0.050%
7/29/2025 Gladwyn Financial Advisors Inc.7,579$551K0.4%N/A0.005%
7/29/2025 Signature Estate & Investment Advisors LLC7,807$567K0.0%+4.3%0.006%
7/29/2025 Monument Group Wealth Advisors LLC18,226$1.33M0.8%-5.3%0.013%
7/29/2025 Ifrah Financial Services Inc.120,585$8.76M2.4%-1.6%0.085%
7/29/2025 Aspiriant LLC58,150$4.23M0.1%+1.6%0.041%
7/29/2025 Stratos Wealth Partners LTD.4,446$323K0.0%+6.8%0.003%
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7/29/2025 Harbor Asset Planning Inc.738$54K0.1%N/A0.001%
7/29/2025 Latitude Advisors LLC5,078$369K0.2%-3.7%0.004%
7/29/2025 Sincerus Advisory LLC25,520$1.90M1.8%+10.5%0.018%
7/29/2025 Creekside Partners42,888$3.12M1.5%+1.0%0.030%
7/28/2025 Morris Financial Concepts Inc.23,940$1.74M0.7%-13.7%0.017%
7/28/2025 IFG Advisors LLC90,915$6.61M1.1%+13.0%0.064%
7/28/2025 Mutual Advisors LLC7,830$583K0.0%-34.4%0.006%
7/28/2025 Ritholtz Wealth Management79,372$5.77M0.1%+1,344.2%0.056%
7/28/2025 DORVAL Corp130,723$9.50M3.4%+3.4%0.093%
7/28/2025 Sterling Financial Planning Inc.19,422$1.41M0.5%-6.5%0.014%
7/28/2025 Wilmington Savings Fund Society FSB655,882$47.67M0.8%+12.5%0.465%
7/28/2025 Elmwood Wealth Management Inc.30,979$2.25M0.9%-2.2%0.022%
7/25/2025 NorthRock Partners LLC896$65K0.0%-43.7%0.001%
7/25/2025 Atria Wealth Solutions Inc.11,324$823K0.0%+1.4%0.008%
7/25/2025 Envestnet Portfolio Solutions Inc.170,471$12.39M0.0%-38.3%0.121%
7/25/2025 Endowment Wealth Management Inc.27,429$1.99M1.0%-2.3%0.020%
7/25/2025 Wealth Architects LLC188,476$13.70M1.4%+2.1%0.134%
7/25/2025 Courage Miller Partners LLC6,599$480K0.2%+2.2%0.005%
7/25/2025 Presilium Private Wealth LLC5,910$430K0.1%-43.0%0.004%
7/25/2025 Allspring Global Investments Holdings LLC183,359$13.32M0.0%+99.6%0.131%
7/25/2025 Ellis Investment Partners LLC3,028$220K0.0%N/A0.002%
7/25/2025 Index Fund Advisors Inc.7,373$536K0.0%-12.1%0.005%
7/25/2025 CWM LLC5,759$419K0.0%-10.8%0.004%
7/25/2025 Johnson Investment Counsel Inc.9,068$659K0.0%+8.6%0.006%
7/25/2025 GFS Advisors LLC13,272$965K0.1%-7.5%0.009%
7/25/2025 Fifth Third Wealth Advisors LLC21,734$1.58M0.1%-21.7%0.015%
7/25/2025 PrairieView Partners LLC36,097$2.62M0.3%+3.9%0.026%
7/24/2025 KFA Private Wealth Group LLC4,666$339K0.1%+3.0%0.003%
7/24/2025 Williams & Novak LLC9,226$671K0.6%-13.3%0.007%
7/24/2025 rebel Financial LLC49,105$3.57M1.6%N/A0.035%
7/24/2025 Robertson Stephens Wealth Management LLC5,440$395K0.0%N/A0.004%
7/24/2025 Galvin Gaustad & Stein LLC5,340$388K0.0%-10.1%0.004%
7/24/2025 Horizon Bancorp Inc. IN1,476$107K0.1%-8.5%0.001%
7/24/2025 Blair William & Co. IL25,012$1.82M0.0%+1.7%0.018%
7/24/2025 Capital Advisors Ltd. LLC2,080$151K0.0%+60.6%0.001%
7/24/2025 MFA Wealth Services3,773$274K0.2%N/A0.003%
7/24/2025 MSH Capital Advisors LLC64,391$4.68M1.3%-1.2%0.046%
7/24/2025 Copperwynd Financial LLC124,832$9.07M2.3%N/A0.089%
7/24/2025 US Bancorp DE95,411$6.94M0.0%+0.5%0.068%
7/23/2025 Armstrong Fleming & Moore Inc3,760$273K0.1%N/A0.003%
7/23/2025 Columbus Macro LLC4,087$297K0.0%-5.6%0.003%
7/23/2025 Eagle Strategies LLC36,300$2.64M0.4%+3.6%0.026%
7/23/2025 Dohj LLC22,777$1.66M0.4%-4.1%0.016%
7/23/2025 Morton Capital Management LLC CA7,666$557K0.1%+3.5%0.005%
7/23/2025 Bear Mountain Capital Inc.319,966$23.24M8.3%+1.2%0.227%
7/23/2025 NBT Bank N A NY52,149$3.79M0.3%-1.9%0.037%
7/23/2025 Sax Wealth Advisors LLC16,073$1.17M0.1%-5.7%0.011%
7/23/2025 DMC Group LLC4,102$298K0.2%N/A0.003%
7/23/2025 Foundation Wealth Management LLC26,991$1.96M1.4%-15.6%0.019%
7/22/2025 Belpointe Asset Management LLC8,112$590K0.0%+93.3%0.006%
One stock to replace Nvidia (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
7/22/2025 MAS Advisors LLC3,082$224K0.4%N/A0.002%
7/22/2025 Valeo Financial Advisors LLC6,198$450K0.0%+17.7%0.004%
7/22/2025 DAVENPORT & Co LLC28,144$2.05M0.0%-1.7%0.020%
7/22/2025 Simplicity Wealth LLC13,930$1.01M0.0%+85.7%0.010%
7/22/2025 Wealthcare Capital Partners LLC11,432$831K0.4%-2.1%0.008%
7/22/2025 Wealthcare Capital Management LLC16,058$1.17M0.1%-8.8%0.011%
7/22/2025 Wealthcare Advisory Partners LLC395,017$28.71M0.7%+16.1%0.280%
7/22/2025 Berger Financial Group Inc3,031$220K0.0%N/A0.002%
7/22/2025 Noble Family Wealth LLC34,827$2.53M0.6%-3.6%0.025%
7/22/2025 Checchi Capital Advisers LLC192,812$14.01M0.8%-4.2%0.137%
(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, 723 institutional investors and hedge funds held shares of iShares MSCI EAFE Small-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($655.07M), TIAA Trust National Association ($492.43M), Natixis Advisors L.P. ($400.44M), Creative Planning ($327.22M), FMR LLC ($271.85M), Morgan Stanley ($271.68M), and Matson Money. Inc. ($262.98M).Learn more on iShares MSCI EAFE Small-Cap ETF's institutional investors.

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

Of the 589 institutional investors that purchased iShares MSCI EAFE Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($14.04M), Brooklyn FI LLC ($4.84M), JPMorgan Chase & Co. ($3.79M), Jane Street Group LLC ($3.43M), FMR LLC ($1.86M), Bank of America Corp DE ($1.50M), and Natixis Advisors L.P. ($1.42M).

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

Institutional investors have bought a total of 28,542,815 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

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

Of the 358 institutional investors that sold iShares MSCI EAFE Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.71M), State of New Jersey Common Pension Fund D ($1.70M), Modera Wealth Management LLC ($1.22M), Envestnet Asset Management Inc. ($769.12K), Financiere des Professionnels Fonds d investissement inc. ($635.10K), Lake Street Advisors Group LLC ($519.20K), and Forvis Mazars Wealth Advisors LLC ($448.40K).

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

Institutional investors have sold a total of 13,665,197 shares in the last 24 months. This volume of shares sold represents approximately $888.15M in transactions.



This page (NASDAQ:SCZ) was last updated on 8/2/2025 by MarketBeat.com Staff
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