ISHARES MSCI EAFE SMALL-CAP SCZ
$83.48
+0.6% 52w: $67.34 – $85.30
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data67.3476.3285.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
756
+7 QoQ
13F value
$11.16B
+14.4% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$384K calls / — puts
Institutional value by quarter
Number of holders
Who owns SCZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 49.4M | $3.76B | 1.8% | +40.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 12.7M | $996.3M | 1.4% | +14.1% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 9.5M | $721.3M | 5.5% | — |
| FMR LLC | Long only active | 4.7M | $366.5M | 0.0% | +72.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 4.4M | $341.2M | 1.3% | — |
| Creative Planning | Wealth advisor | 3.9M | $307.7M | 0.2% | -1.9% |
| BlackRock, Inc. | Index provider | 3.8M | $297.0M | 0.0% | +11.2% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 3.7M | $290.3M | 1.1% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 3.2M | $248.9M | 0.0% | +0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.0M | $238.1M | 0.0% | +12.8% |
| MORGAN STANLEY | Bank broker | 2.5M | $195.6M | 0.0% | +4.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $192.3M | 0.0% | +35.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.5M | $116.0M | 0.0% | +24.0% |
| NORTHERN TRUST CORP | Index provider | 1.3M | $102.0M | 0.0% | +2.8% |
| Focus Partners Wealth | Wealth advisor | 1.3M | $100.7M | 0.1% | -0.9% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 1.3M | $98.7M | 2.1% | -1.0% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $88.7M | 0.1% | +5.1% |
| UBS Group AG | Bank broker | 975.2K | $76.5M | 0.0% | +25.7% |
| Modera Wealth Management, LLC | Wealth advisor | 894.9K | $70.2M | 0.8% | -2.3% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 861.1K | $67.5M | 1.6% | -1.7% |
| LPL Financial LLC | Bank broker | 848.8K | $66.6M | 0.0% | -0.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 720.2K | $56.5M | 0.0% | +8.5% |
| HighTower Advisors, LLC | Diversified mechanical | 701.3K | $55.0M | 0.1% | +1.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 686.3K | $53.8M | 0.1% | +2382.2% |
| State of Tennessee, Department of Treasury | Diversified mechanical | 625.9K | $49.1M | 0.2% | 0.0% |
| Nuveen, LLC | Diversified mechanical | 616.8K | $48.4M | 0.0% | +145.2% |
| Financial Advisory Corp | Wealth advisor | 581.9K | $45.6M | 6.3% | -1.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 577.0K | $45.2M | 0.0% | -1.6% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 576.0K | $45.2M | 0.9% | -3.1% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 539.2K | $42.3M | 0.0% | +2171.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 531.7K | $41.7M | 0.0% | -26.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 496.9K | $39.0M | 0.0% | -3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 476.3K | $37.3M | 0.0% | +31.4% |
| Corient Private Wealth LLC | Diversified mechanical | 491.4K | $37.3M | 0.1% | -49.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 469.2K | $36.8M | 0.3% | +5.0% |
| Baker Avenue Asset Management, LP | Other | 446.8K | $35.0M | 0.8% | +0.4% |
| Plancorp, LLC | Wealth advisor | 414.4K | $34.3M | 1.0% | -0.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 406.2K | $31.8M | 0.6% | +0.6% |
| MAI Capital Management | Wealth advisor | 376.2K | $29.5M | 0.2% | +2.5% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Wealth advisor | 375.1K | $29.4M | 1.4% | -2.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 367.7K | $28.8M | 0.0% | +21.7% |
| Bear Mountain Capital, Inc. | Wealth advisor | 333.6K | $28.2M | 8.5% | +2.6% |
| CHOREO, LLC | Wealth advisor | 314.1K | $24.6M | 0.3% | -3.4% |
| Arvest Bank Trust Division | Other | 313.6K | $24.6M | 1.3% | -1.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 302.9K | $23.7M | 0.0% | +36.7% |
| Shakespeare Wealth Management, LLC | Wealth advisor | 297.5K | $23.3M | 5.5% | +0.9% |
| Pure Financial Advisors, LLC | Wealth advisor | 293.5K | $23.0M | 0.3% | +1.5% |
| Ballentine Partners, LLC | Wealth advisor | 290.1K | $22.8M | 0.3% | -0.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 287.6K | $22.6M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 250.7K | $19.7M | 0.0% | +0.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.