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

iShares MSCI EAFE Small-Cap ETF logo
$61.56 -0.37 (-0.60%)
(As of 12/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
318
Total
Institutional Inflows
(last 12 months)
$872.19M
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$726.43M
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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
12/2/2024 Beaird Harris Wealth Management LLC6,700$454K0.0%-2.7%0.005%
11/27/2024 Franklin Resources Inc.461,049$30.37M0.0%-23.3%0.338%
11/25/2024 Wilmington Savings Fund Society FSB571,625$38.70M0.7%-5.1%0.419%
11/25/2024 Arvest Bank Trust Division334,072$22.62M1.3%N/A0.245%
11/25/2024 World Investment Advisors LLC54,035$3.66M0.1%-0.8%0.040%
11/25/2024 Sanctuary Advisors LLC6,320$395K0.0%-25.2%0.005%
11/19/2024 Barclays PLC24,337$1.65M0.0%-82.6%0.018%
11/19/2024 Discipline Wealth Solutions LLC3,160$214K0.1%N/A0.002%
11/19/2024 M&T Bank Corp152,302$10.31M0.0%-14.0%0.112%
11/18/2024 Rehmann Capital Advisory Group45,076$3.05M0.2%+0.4%0.033%
11/18/2024 Coldstream Capital Management Inc.673,978$45.63M1.0%+5.2%0.494%
11/18/2024 JDM Financial Group LLC928$63K0.0%-48.1%0.001%
11/15/2024 Vestcor Inc88,671$6.00M0.2%+16.5%0.065%
11/15/2024 M&T Bank Corp152,302$10.31M0.0%-14.0%0.112%
11/15/2024 Barclays PLC24,337$1.65M0.0%-82.6%0.018%
11/15/2024 Continuum Advisory LLC18,168$1.13M0.1%+4.1%0.013%
11/15/2024 Peloton Wealth Strategists3,653$247K0.1%-31.4%0.003%
11/15/2024 MML 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%
11/15/2024 EP 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%
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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%
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%
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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%
(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 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 32,828,960 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

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

Of the 438 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 ($4.91M), 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 29,022,888 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.



This page (NASDAQ:SCZ) was last updated on 12/18/2024 by MarketBeat.com Staff
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